The Financial Planning Association of Miami-Dade

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.

Upcoming Chapter Events

Thursday, November 13 – Register now for our upcoming chapter dinner meeting in the Hurricane 100 Room of UM’s BankUnited Center. Michael Banner, President and CEO of LoanWell Financial, will discuss The Depletion of Senior Savings in the U.S. & How the Reverse Mortgage Can Remedy the Situation; and John Kidd, CFA, Structured Equities Division of Deutsche Bank Securities, Inc., will discuss Understanding Structured Investments. Click here for a PDF registration form, or click here to learn more.

Chapter News

FPA Miami-Dade Grant Award
FPA of Miami-Dade has been awarded a grant from the Foundation for Financial Planning to improve, expand and sustain our Community Outreach Program for Financial Literacy. Contact the chapter office for further information and to get involved.

FPA Miami-Dade Partners with Junior Achievement
Volunteers from the FPA of Miami-Dade and the community teamed with Junior Achievement during their JA-in-a-Day at Flamingo Elementary on Wednesday, May 14th, and at David Lawrence Jr. Center on September 26th. JA-in-a-Day is a half-day event at the elementary school level. Volunteers presented Junior Achievement lessons focusing on business and finance in a condensed format in a single school day. Volunteers have included Monica Alcantara, Marilyn Brummitt, Lawrence Candelario, Amelia Garcia, Debra Gauthier, Philip Herzberg, Elaine King, Ellen Siegel, and Jason Whitby.

FPA Miami-Dade and Neighbors 4 Neighbors/CBS4
Volunteers from the FPA of Miami-Dade continued to join the Neighbors 4 Neighbors/CBS4 Financial Advising Phone Bank in April, May, July, September and October to answer viewers’ financial questions. Hundreds of calls have come through, putting many in our community in touch with resources that can help them make the most of their money during these difficult economic times. Volunteers have included Pete Blanco, Vielka Burey-Jacas, May Cheung, Elaine King, Mary Kirtland, Matt McGrath, Cathy Pareto, Javier Quinones, Charles Sachs, Ellen Siegel, Brian Thornton, and Jason Whitby.

FPA Featured in Special Wall Street Journal Advertising Section
FPA teamed up with the Wall Street Journal on a special section in the March 8, 2008 issue, addressing advanced strategies in financial planning. View the supplement.

2007 Gold Chapter
FPA of Miami-Dade was recognized at FPA’s 2007 Chapter Leaders Conference for attaining the GOLD level of achievement in FPA’s Chapter Recognition Program. Chapter President Dave Moran accepted the award on behalf of the chapter. The chapter was honored for its accomplishments and efforts in chapter operations, chapter leadership, community outreach, member outreach, membership development and special achievements.

Martin Hughes Scholarship Fund
The FPA of Miami-Dade is proud to announce the creation of a merit-based scholarship program named in honor of our late friend Martin Hughes, CFP®. The funds from the Martin Hughes Scholarship are designed to help defray the cost of acquiring the CFP® designation, as well as offset the registration expenses for attending FPA's Residency Program. Further details of the program, including application criteria, will be available soon. Please contact us if you’d like to learn more, or to get involved with our Scholarship Committee.

ABOUT OUR MEMBERS

Chapter President Dave Moran, CFP®, has been selected to serve on the FPA’s 2009–2011 Chapter Leadership Resource Council (CLRC). His term will begin January 1, 2009. As a CLRC member, Dave will be making regular phone, e-mail and personal visits to chapter presidents and chapter boards throughout the next year, as well as participating in at least one task force that furthers the mission of FPA. Additionally, he will be participating in monthly calls for CLRC and attending two conferences for in-person training. Dave’s meaningful contributions will help local chapters continue to succeed for years to come. Congratulations Dave!

Elaine King was recently quoted in the June 22nd edition of the Sun-Sentinel, in an article on “Plotting Your Strategy for Retirement” (click here for the story); and in the June 2008 issue of Journal of Financial Planning (“Joker in the Deck: Flexible Estate Planning in the Face of Changing Tax Laws…and Client Lives” – click here for the story. Elaine King and the FPA of Miami-Dade were featured in the Thursday, October 16th “Action Line” column of The Miami Herald. Click here for the story!

Ellen Siegel (Ellen Siegel & Associates) was recently interviewed by The Miami Herald's Niala Boodhoo, and discussed how to save. Click here to listen!

Chapter members Taylor Gang (Evensky Katz), Elaine King (Gibraltar Private Bank & Trust), and Susan Sibley (Evensky Katz) were quoted in the Sunday, June 29th edition of The Miami Herald, in an article entitled “Wedded Bliss.”

Chapter members – please send items for the “ABOUT OUT MEMBERS” section of our website to Amy Miller, at info@fpamiamidade.org We want to share your news!

Letters from the President

Chapter President Dave Moran shares his thoughts about chapter initiatives, events, and other subjects of interest. Learn more

FPA’S MEMBER-GET-A-MEMBER PROGRAM

Win a Trip to the Mexican Riviera! For each referral that joins FPA as a paying member, you will continue to receive a coupon towards riviera your annual membership dues! The member who has brought in the most new members in a quarter has an opportunity to pick from three amazing prizes: A $2,000 Gas Card; A $2,000 Weekend Getaway; Or a free all-expenses paid trip to FPA’s Annual Conference. At the end of the campaign, FPA will award the member who has referred the most new, paid members between June 1, 2008 and May 31, 2009 with an all-expenses paid trip to the Mexican Riviera. For more information or to submit referrals, visit www.ReferFPA.org