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.
SAVE THE DATE FOR OUR NEXT CHAPTER DINNER MEETING ON TUESDAY, MAY 13, 2014, UM BANKUNITED CENTER HURRICANE 100 ROOM. FURTHER DETAILS TO FOLLOW SOON!
FPA of Florida
The FPA of Florida includes all nine FPA Chapters in Florida and serves as the leading advocacy organization in promoting the financial planning profession, and engages with members, consumers, regulators, legislators and other stakeholders in promoting the principles of financial planning as the means by which consumers’ need for financial services are addressed with the highest levels of competence and professionalism. The FPA of Florida visits Tallahassee twice each year to give voice to these important issues. The next trip will be on March 16-18. Please feel free to contact your FPA of Miami Representative Ashley O’Kurley, CFP®, at firstname.lastname@example.org to share your ideas and get involved with the FPA of Florida.
Helen K. Simon Wins 2014 Practitioner Thought Leadership Award
The Retirement Income Industry Association (RIIA) recently announced FPA of Miami member Dr. Helen K. Simon, CFP, as the winner of its 2014 Practitioner Thought Leadership Award. Dr. Simon will be presented with the award at the RIIA Spring Conference March 17 and 18, 2014 in Chicago, IL. Congratulations, Dr. Simon!
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 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.
|Welcome New Members
|20 Years of Membership
Deborah F. Wiggin
15 Years of Membership
Katherine L. Hart
10 Years of Membership
5 Years of Membership
Diane E. Don
John L. Pitlosh
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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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