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FPA of Florida-Working together instead of alone


As the first State Council of its kind, FPA of Florida serves as a model for other FPA chapters.  By offering advanced leadership training in a collaborative environment, chapter leaders are able to accomplish more for their members, and their communities.  Learn more...







FPA News

 

FPA of Florida President, Chris Draughon, CFP® quoted in “Investment News” article on “Financial planners foresee little disruption to practices from DOL fiduciary rule”. 

 

Chis Draughon, CFP® and Tampa Bay member, Ray Ferrara, CFP® provide their insights to the new rule.  Full article here

 

Join the FPA of Greater Fort Lauderdale this April for one of the largest symposiums for financial advisors in the State.  

Our Conference provides a unique venue for attendees to network, receive continuing education credit and hear high caliber speakers plus explore a resource center showcasing the latest in financial services, insurance strategies, new products and planning techniques.

The South Florida FPA Conference 2016 will be held at the Renaissance Boca Raton Hotel in Boca Raton, Florida, April 28, 2016 through April 29, 2016.

The South Florida FPA Conference will provide educational sessions for the following disciplines:

  • 14 potential credits for CFP® (includes 2 hours of ethics)*

  • 14 potential credits for Florida Insurance*

  • 14 potential credits for CPE (Accountancy)*

  • 12 potential credits for CLE*

  • 12 potential credits for CTFA*

* Must attend entire conference

Questions?? Contact:  Linda Wolonick  at 954.370.0041 (office)  or email info@southfloridafpa.org


 


June 7-9, 2016

Hyatt Regency Orlando

Complimentary Registration to INSITE 16 for those who meet the criteria below!

Once again, the FPA of Florida is happy to announce complimentary registration to one of the most popular conferences, Insite 2016, June 7-9, 2016 at the Hyatt Regency Orlando.


You must be a member in good standing and your membership must be active through June 30, 2016 or later (be sure your membership dues are up to date or renew today)!


Pershing has offered these guidelines:


All conference registrations are subject to review and/or cancellation by Pershing if they do not meet our attendee criteria (affiliation with a Pershing broker-dealer or registered investment advisor firm).
 The FPA comp code cannot be offered to or used by a third party product or service provider (who is a current member of the FPA).  The FPA Code may not be used by non FPA Members and each member must receive individual instructions.


Email Diane Layton at
fpa@financialplanningflorida.org to receive this year’s code. 

 


Advocacy

3rd Annual FPA Advocacy Day, Washington, DC, June 21-22, 2016

 

FPA Advocacy Day is an important opportunity for FPA members and leaders to gather on The Hill to introduce federal policymakers to our association and profession while displaying FPA's strength as THE association for all CFP® professionals and advocating for issues that are important to practitioners. Participating in this important day will empower you to positively impact government officials at all levels for the betterment of the financial planning community.

Click here for more details


The FPA of Florida Advocacy team has returned from their recent trip to Tallahassee.  Nine FPA members, representing 5 FPA Florida chapters met with Legislators on Tuesday, February 9th.  The results of the meetings will be posted shortly.


ENGAGE

Become a Financial Planning Advocate

Join other FPA members in our advocacy efforts on the state and federal level and stay up to date on the latest financial planning issues.

Click here to join

 

 




Thanks to Our

Resource Partners



Friends Level





Council Level

Dyess Insurance Services

John Hancock Investments

Retirement Funding Solutions, Inc.

Find our more about becoming a resource partner today! Click here for more information

 
 
FPA Chapters in the State of Florida

Click on the chapter name to find out more

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