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FPA of Miami

Nov 11, 2021
1 min

FPA of Miami 16th Annual Symposium Slides

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September 16, 2021 | Happy Hour! The CFP Profession - Let's Discuss!

FPA of Miami

Sep 17, 2021
1 min

September 16, 2021 | Happy Hour! The CFP Profession - Let's Discuss!

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Female Advisors Discussion | June 17, 2021

FPA of Miami

Jun 18, 2021
1 min

Female Advisors Discussion | June 17, 2021

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Thriving in a Virtual World | June 10&17 2021

FPA of Miami

Jun 10, 2021
1 min

Thriving in a Virtual World | June 10&17 2021

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Master Your Money Quiz, Sound Healing and Meditation session | May 20, 2021

FPA of Miami

May 27, 2021
1 min

Master Your Money Quiz, Sound Healing and Meditation session | May 20, 2021

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NexGen Membership Value Presentation | April 21, 2021

FPA of Miami

Apr 22, 2021
1 min

NexGen Membership Value Presentation | April 21, 2021

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Current Trends in Fintech | April 19, 2021

FPA of Miami

Apr 19, 2021
1 min

Current Trends in Fintech | April 19, 2021

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FPA of Miami

Apr 16, 2021
1 min

Millennial Money! April 16, 2021

18 0

International Wealth Planning and the Future of Philanthropy| March 18, 2021

FPA of Miami

Mar 18, 2021
1 min

International Wealth Planning and the Future of Philanthropy| March 18, 2021

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Connecting with Clients and Growing your Practice in a Virtual World | March 16, 2021

FPA of Miami

Mar 16, 2021
1 min

Connecting with Clients and Growing your Practice in a Virtual World | March 16, 2021

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FPA of Miami

Feb 17, 2021
1 min

US Market Outlook - February 17, 2021

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Setting your Clients Up for Success: Paying for Long Term Care | January 19, 2021 @12pm

FPA of Miami

Jan 19, 2021
1 min

Setting your Clients Up for Success: Paying for Long Term Care | January 19, 2021 @12pm

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Dr. Wade Pfau, PhD | "Retirement Planning During COVID-19"| November 19th, 2020

FPA of Miami

Dec 14, 2020
1 min

Dr. Wade Pfau, PhD | "Retirement Planning During COVID-19"| November 19th, 2020

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Dr. David Kelly | The pandemic, politics, and policy: A Guide to the Markets| November 19th, 2020

FPA of Miami

Dec 14, 2020
1 min

Dr. David Kelly | The pandemic, politics, and policy: A Guide to the Markets| November 19th, 2020

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Charles Goldman | The Future of Financial Advice | November 19th, 2020

FPA of Miami

Dec 14, 2020
1 min

Charles Goldman | The Future of Financial Advice | November 19th, 2020

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Emily M. Chiang | A Step By Step Succession Planning Process And Procedure | November 19th, 2020

FPA of Miami

Dec 14, 2020
1 min

Emily M. Chiang | A Step By Step Succession Planning Process And Procedure | November 19th, 2020

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Jeff Levine | 10 Essential Questions to Lower Clients’ Tax Liabilities | November 19th, 2020

FPA of Miami

Dec 14, 2020
1 min

Jeff Levine | 10 Essential Questions to Lower Clients’ Tax Liabilities | November 19th, 2020

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Speaker Training Session - "Run The World" Virtual Platform - Symposium 2020

FPA of Miami

Nov 5, 2020
1 min

Speaker Training Session - "Run The World" Virtual Platform - Symposium 2020

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Partner Training Session - "Run The World" Virtual Platform - Symposium 2020

FPA of Miami

Nov 4, 2020
1 min

Partner Training Session - "Run The World" Virtual Platform - Symposium 2020

60 0

International Planning in the Time of Covid | October 27, 2020 Panel Discussion

FPA of Miami

Oct 27, 2020
1 min

International Planning in the Time of Covid | October 27, 2020 Panel Discussion

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Vision: To elevate the profession that transforms lives through the power of financial planning.

Mission: The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession. To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.

(786) 581-0556

info@fpamiami.org

6815 Biscayne Blvd | Suite 103 #323 | Miami, FL 33138