September 2011 

The FPA of Florida’s Government Relations team announces the Florida Cabinet Resolution for Financial Planning week, October 3-9, 2011.  Click here.

October 2011 

On October 14th, FPA of Florida hosted its Working Together 2012 Strategic Planning Meeting and welcomed 21 attendees representing all nine FPA chapters in the State. Serving as leading ambassadors in promoting the financial planning profession to state of Florida Chapter members and consumers, the FPA of Florida proudly elected its 2012 Executive Team and appointed new Board members. Click here for photo.

For a copy of the minutes from the meeting, contact Diane Layton

June 2011
FPA of Florida was pleased to announce their strategic alliance with Pershing Insite 2011.  FPA members were invited to attend Pershing Insite 2011 on a complimentary basis.

Congratulations to two Florida chapters who were recognized for outstanding achievement during FPA 2011 Leadership Conference! Click here to find out more.

May 2011
Members from the FPA of Florida and Chapter Government Relations Directors traveled to Tallahassee for their semi-annual Day on the Hill.  Click here for more details.  

April 2011
The FPA of Florida hosted a Pre-Conference Intensive during the 31^st Annual South Florida FPA Conference 2011.  FPA of FL, FPA National and FPA of Greater Ft. Lauderdale hosted Don Trone’s “Strategic Ethos:  FPA Edition” on Thursday, April 28, 2011.  This Pre- Conference Intensive was available to attendees at no additional charge. 

The FPA of Florida also hosted Michael Zmistowski’s “Florida Legislative Update” during the conference.  Michael’s presentation provided insight as to the new Safeguard our Seniors legislation and what penalties one could face. 

March 2011
The FPA of Florida announces a new member benefit: Career Center. 

The FPA of Florida worked with Financial Advisor Private Wealth to offer reduced registration fees for member in the state to attend the Second Annual Innovative Real Estate Strategies conference beginning March 20, 2011.

November 2010
FPA of Florida Board member, Michael Zmistowski, RFC travels to Denver, Colorado to honor Ms. Wendy Todd, CAE for her outstanding work and ongoing support to the FPA of Florida.  Click here for more details.  

October 2010
The FPA of Florida 2010 Summit was held at the Rosen Shingle Creek Resort on October 21 and 22, 2010.  Members from around the state attended and heard from industry specialists and CEO, Marv Tuttle, CAE.  The Summit hosted a preview of Jonathan Clark’s “Mastering Performance”, followed by FPA National’s Pro Bono Boot camp.  Michael Zmistowski educated attendees on legislative updates as it related to the recent Save Guard Our Seniors legislation. 

The 2010 Summit also hosted a “Best Practices: Power Panel” moderated by Mr. Dan Moisand, CFP®.  Highly accomplished practitioners along with Director of Government Relations of FPA addressed questions from the audience ranging from compliance, regulations, and how to best approach the markets. 

Day two of the Summit focused on Media Relations, Marketing to the Mature and followed by a 4 hour presentation from Don Trone, CEO, Strategic Ethos.  Fiduciary Ethos-FPA Edition introduces a thorough overview of the fiduciary standard of care consistent with the six-step financial planning process. Learn how a principles-based decision-making process can be used to define a fiduciary standard of care, and focus on investment fiduciary responsibility, with the Ethos decision-making framework being used to structure similar fiduciary standards for the remaining financial planning disciplines. 

The FPA of Florida Board held their annual strategic planning meeting the following day and elected the 2011 Board and officers. 

The following Executive Officers were elected:  Kimberly Overman, CFP® - President, Jean Larsen, CFP® - Treasurer, Claudia Sachs, CFP® - Secretary, Paul Miller, CFP®- Chairman

September 2010
On September 14, leaders from the FPA of Florida met with the Florida Cabinet to obtain a signed Resolution for Financial Planning Week.  The Chief Financial Officer of the State of Florida, Alex Sink, makes some very kind comments about the helpfulness of the Financial Planning Association of Florida (FPA/FLA) to Governor Charlie Crist and the FPA/FLA committee.  CFO Sink reads the Resolution as Governor Crist presents it and Michael Z accepts it on behalf of all the Florida FPA members.  At the end, third of the four members of the Governor's Executive Cabinet, State Agricultural Commissioner Bronson invites the further participation of the FPA/FLA.  Clearly, as the result of lots of FPA staff and members' efforts, the FPA of Florida has made a positive impact at the state level of government.

August 2010
The fall newsletter was distributed to over 1400 FPA members and approximately 1000 additional financial professionals throughout the state.  The newsletter included a letter from President, Paul Miller and invited all to attend the upcoming 2010 Summit at the Rosen Shingle Creek hotel in Orlando.  The newsletter highlighted various topics that will be presented at the 2010 Summit, including: Legislative Update, Fiduciary Ethos, Marketing to the Mature, Pro Bono boot camp, and Marketing an in Exploding Electronic Media World.  The newsletter highlighted Resource Partner:  Thornburg Investment Management.

June 2010
The Spring/Summer newsletter was distributed to over 1400 FPA members throughout the state.  The newsletter included a letter from President, Paul Miller and introduced the upcoming 2010 Summit at the Rosen Shingle Creek hotel in Orlando.  The newsletter highlighted our Resource Partner:  National Compliance Services.

March 2010
On March 23rd, leaders from the Financial Planning Association of Florida held meetings with officials from the Office of Financial Regulation, the Attorney General's Office and the Department of Financial Services.  FPA of Florida representatives were also introduced to House of Representatives during session and visited with several House Representatives and their legislative assistants.  Discussions were held regarding the regulation of financial planning by the SEC, pros and cons of the proposed "Safeguard our Seniors" legislation and any potential taxation of financial planning or investment advisory services.  Please visit our website www.financialplanningflorida.org  for a complete write-up of the trip.  The next trip to our State Capitol is planned for September

February 2010
The Winter/Spring newsletter was distributed to over 1400 FPA members throughout the state.  The newsletter included a letter from President, Paul Miller and summarized the recent 2009 Summit.  The newsletter highlighted our Resource Partner Scottrade.

October 2009
The FPA of Florida Summit was held on October 21 – 24^th with members from across Florida connecting with each other, State and National leaders in Orlando.   Industry experts and members shared their views about the Future of the Profession. Members participating in the two-day workshop “Mastering the Future” gave great reviews.  The Board held their annual strategic planning meeting and elected the 2010 Board and officers.

The following Executive Officers were elected:  Paul Miller- President, Kimberly Overman - President-Elect, Jean Larson – Treasurer, Secretary - Claudia Sachs, Matt Mc Grath – Chairman

• Schedule of meetings for the Cooperative's Executive and Advisory committee
• Future Regional Strategic Planning Retreat for the Fall
• Merits of using a professional lobbyist and hosting Financial Planning Day in Tallahassee as early as October 2006
• Possibility of hosting a debate for the candidates for Chief Financial Officer of Florida that will be elected in November
• Establishment of Florida Cooperative Web site - FinancialPlanningFlorida.org
• Possible methods of funding Cooperative programs
• Inaugural Elections of Officers were held.  Charlie Fitzgerald - President, Allen Arntzen - President Elect, Matt McGrath – Treasurer.  Members serving as Advisors included Michael Zmistowski, Paul Auslander, Regina Robuck, Kevin Poland, David Lawrence, Robin Clark, Dave Moran and Leslie Kelly.

July 27, 2005
Third planning meeting of The Florida Cooperative of FPA Chapters was held in Tampa, Florida.  In the morning we reviewed, discussed, amended and signed a formal Letter of Agreement.

The four-part goal of the  Cooperative included

• Best Practices – idea sharing between chapters
• Public Relations
• Regional Leadership Training and Development
• Single Voice to State Government in Tallahassee, FL.

We decided that we wanted to keep the organization as simple as possible and that a formal corporation would not be necessary. The Letter of Agreement addressed various matters related to Membership, Voting Rights, Resignation, Chapter Representatives, Meetings, Directors and Officers, Elections, Financial Matters (common costs and direct costs), etc.

Also discussed was the possible creation of a statewide speaker’s bureau, Tallahassee Day on the Hill, Florida Chapters directors’ forum to be held at the FPA 2005 Leadership Retreat, strategies to work with sponsors to help us defer costs of our operation, etc.

We had 19 attendees with representatives from eight of the nine state chapters (Broward was the only chapter to not participate).  Two of the chapters were unable to attend but were present by proxy.  Six were present.  The next meeting was scheduled for January 16, 2006 in Orlando, FL.  At this meeting amongst other things we will plan to install our first official Board of Directors and Elected Officers. We will also form a specific goals and objectives for the next one to three years and approve our first budget.

February 18-19, 2005
The Florida Cooperative of FPA Chapters held its first Regional Advanced Leadership Retreat near Orlando, FL.  This was the first Regional Leadership Retreat of its kind in the nation. Since that time, several other groups of chapters throughout the country have followed this example. Florida served as a template for these other groups of chapters. The meeting was conducted by David Lawrence and Michael Zmistowski. They took us through the Level 300 training which enabled us to build our own Leadership Templates at committee and chapter levels. We also came together in a collaborative setting to share ideas on chapter programs, membership recruitment and retention, lobbying efforts in Tallahassee.  We also did a Knowledge Café and Circle conversations to stimulate brainstorming, etc. This two-day retreat included 21 attendees from 4 of the state chapters.  Julie Massaro, FPA National Membership Director and Dan Moisand, FPA President-Elect also participated.

December 10, 2004
The second meeting in Orlando, FL, continued discussions regarding topics of common interest:

• Florida State Governmental Relations
• Potential Voting Structure
• Regional Leadership Training Program
• Shared Resources and Programs
• Collaborative Efforts to strengthen chapters

Florida Chapters represented were Central Florida, Gold Coast, Jacksonville, Miami-Dade, Suncoast, and Tampa Bay. Not in attendance: Broward, Gulf States, and Southwest Florida.

June 25, 2004
Initial meeting in Saint Petersburg, FL, to begin the process of forming the Florida Cooperative of FPA of Chapters.  We discussed the need for an organization, the type of entity that we would form, our vision, name of group, how to communicate with each chapter represented, funding, and collaboration on joint projects and programs. This kickoff meeting was a success with 23 in attendance. Florida Chapters represented were Broward, Central Florida, Miami-Dade, Southwest Florida, Suncoast, and Tampa Bay. Not in attendance: Broward, Gulf States, and Jacksonville.