The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from a competent, ethical financial planner to make smart financial decisions. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.
RSVP NOW FOR OUR MEMBER-ONLY NETWORKING EVENT ON THURSDAY, DECEMBER 12, 2013! FADO, 900 S. Miami Ave. (Mary Brickell Village), from 5:30 – 7:30 PM. $15 cash only, at the door. RSVP to email@example.com
SAVE THE DATE FOR OUR NEXT CHAPTER DINNER MEETING ON TUESDAY, JANUARY 14, 2014, UM BANKUNITED CENTER HURRICANE 100 ROOM. FURTHER DETAILS TO FOLLOW SOON!
FPA Chapter Leaders Conference
FPA of Miami Board Members Carol Harlow, CFP®, Jorge Padilla, CFP®, and Charles B. Sachs, CFA, CFP® attended the Chapters Leaders Conference in Broomfield, CO, on November 15 – 17. This annual conference gathers chapter leaders from across the country to share ideas, and gain an understanding of FPA's key messages and strategic priorities.
FPA of Miami Presents Budget Workshop
to FPA@FIU Student Chapter
On November 13th, Elaine King, CFP®, FPA Past-President, delivered a budget workshop presentation focusing on personal and family finances to over 110 Florida International University (FIU) undergraduate and graduate students. The event was coordinated by the FPA@FIU Student Chapter Executive Board members; Dr. Helen K. Simon, CFP®, FPA@FIU faculty advisor; and Jorge Padilla, CFP®, FPA of Miami board member. Visit the FPA@FIU Facebook page to learn more.
FPA of Miami 8th Annual Symposium
FPA of Miami’s 8th Annual Symposium on September 10th featured outstanding presentations by national speakers Kurt Czarnowski; George D. Karibijanian, Esq.; Carolyn McClanahan, M.D., CFP®; Dave Moran; Suzette Rothberg; and Shawn Snyder, Esq. Visit our chapter’s Facebook page for event photos, and click here to learn more about our sponsors who helped make the event such a great success.
FPA of Florida
The FPA of Florida serves as a leading advocacy organization in promoting the financial planning profession to state of Florida Chapter members and consumers. Feel free to contact your FPA of Miami-Dade Representative Elaine King, CFP®, at firstname.lastname@example.org, to share your ideas and get involved with FPA of Florida.
FPA of Florida Career Center
FPA of Florida announces the launch of the new FPA of Florida Career Center, catered specifically to job seekers and employers in Florida's financial community. Learn more.
Members in the Media
FPA of Miami members serve as reputable and reliable resources for raising awareness and promoting the financial planning profession in local and national media. Contact us at email@example.com and let us know if you have been in the news lately! Click here for a recent list of chapter members in the media.
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FPA of Miami,
PO Box 560982,
Miami, FL 33256-0982
Tel: 786.390.7655 Fax: 305.470.7487
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