Save the dates! The FPA of Florida
announces their Strategic Planning and Annual Meeting for October
12-14, 2014. This year the team plans to host the annual
meeting in conjunction with the Fall Tallahassee Trip!
Early Bird Registration is now open.
Front: Help Veterans
qualify for a FREE home.
a veteran to be eligible to receive a FREE home, they are required
to work with an FPA member volunteer offering the financial
Become a part of "Operation Homefront's
'HOMES ON THE HOME FRONT'" and "Home for the Troops" volunteering to
help a Veteran become eligible. This is Advocacy in action you can
provide for our troops
The Homes on the Home Front program donates
mortgage-free homes to eligible military families. To date, the
program has given more than 100 homes to deserving wounded warrior,
veteran and military families.
information is at these Operation HomeFront's links:
Homes on the Home Front
for our Troops
What can you
do? Volunteer to work with one family in your area under the
terms provided which includes financial planning counseling.
Join FPA of Florida Leaders and the Foundation for Financial
Planning in one of two 20 minute conference calls held on Monday,
July 14th and July 21st at 4:00 PM to answer your questions.
for the call in information.
Regulatory Update with Jeff Atwater, July 28, 2014
CFO oversees the state's accounting and auditing functions, monitors
the investment of state funds. Insurance consumer service is handled
by the CFO, and the office is responsible for the licensing and
oversight of insurance agents and agencies. Insurance fraud
investigation also is overseen by the CFO. Florida's CFO serves as
one of three constitutionally elected state executives of the
Florida Cabinet, which consists of the Chief Financial Officer, the
Attorney General, and the Commissioner of Agriculture and Consumer
Services. The Governor and Cabinet govern in such matters as
veterans' affairs; state law enforcement administration; tax
collection; and financial and insurance regulation for the state of
FPA of Tampa Bay is providing this professional outreach FREE to all
related organizations including members of all FPA Chapters in
here for details
9TH ANNUAL SYMPOSIUM, TUESDAY, SEPTEMBER 9, 2014
Miami BankUnited Center, 1245 Dauer Drive, Coral Gables, FL
The FPA of Miami invites you to attend our 9th Annual Symposium,
which features a talented lineup of speakers, CE credits, and
opportunities to network with industry partners and other financial
professionals. Featured speakers include:
Alex Bryan; Michael E. Kitces; Patrick J. Lannon; Michael J.
Schroeder; Ron Shuffield; and J. Antonio Villamil.
Click here for
Announcing a New
Benefit for FPA Members and Family!
FPA of Florida is pleased to announce the
launch of its Sponsored Long-Term Care Insurance Benefit. Offered by
Transamerica (rated A+ Superior), the program is available with
lifetime discounts worth $thousands in savings. Besides members
and spouses, the program is extended to insurable siblings, parents,
children and all in-law equivalents.
To learn more,
contact George Braddock, II, CLTC at 888-350-5423 or by email at