Charlie Fitzgerald III, CFP® was elected
to the Board of Directors of the Certified Financial Planner Board
of Standards, Inc. He was one of five new members elected to serve a
four-year term beginning January 1, 2015. Below is the link that
contains further information of this announcement. Congratulations
here for more information
FPA of Central FL announces their 25th
Save the dates!
January 26 & 27, 2015
Sheraton Hotel, Maitland, Florida
Announcing Keynote Speaker:
MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Michael will present:
Applying Behavioral Finance
Your Financial Planning
Cutting Edge Tax Planning
Developments and Opportunities
Other topics include:
The Art of WOW
The Hidden Cost of Liquidity
Capital Markets and Income Investing in Today's Global Economy
How Health Care Reform Has Changed the Way You Grow Your Practice
Helping to Secure Your Clients’ Retirement:
Transforming Social Security into a Winning Retirement
Retirement, Insurance, Estate Planning and Investment Planning
topics to be announced
for more details and to register!
The FPA of FL has concluded their 2014-15
Annual Strategic Planning Meeting and Advocacy Day in Tallahassee.
Six chapters were represented which include:
Central Florida, Miami, Northeast Florida, SunCoast,
Southwest Florida and Tampa Bay.
During the meeting the 2015 Executive
Committee was elected.
The Executive Team is:
Paul Auslander, CFP®
Phil Herzberg, CFP®
Chris Draughon, CFP®
Charlie Kerwood, III, CFP®
Jean Larsen, CFP®
Board of Directors will be announced later.
The Team discussed and selected 6 goals for the FPA of Florida in
2015. They are:
1. State Licensing in Florida of Financial Planner
2. Create Communications (Elevator speech) to Florida Legislators
3. Engage in Florida legislative process.
4. Financial Planning Week and Month event(s) in Florida.
5. University degree in one of the 12 State of Florida public
6. Strengthen our base of support in Florida and FPA National.
("People and Money.")