Upcoming Events

  • Mar 16, 11:30 AM – 12:30 PM
    Webinar
    Round table discussion led by Paul Kingsman (Ash Brokerage), Kaitlin Copenhaver (Ash Brokerage) and Ryan Buckley (First Eagle Investment Management) to discuss Connecting with Clients and Growing your Practice in a Virtual World.
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  • Mar 18, 10:30 AM – 11:30 AM
    Webinar
    International Wealth Planning and the Future of Philanthropy - Panel Discussion. The panelists are Gina M. Pereira (Meritus) and Luca Bonetto (G&P Group ) with the session moderated by VISTRA representatives Chris Marquis and Raúl Markos.
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  • Mar 18, 5:00 PM – 6:00 PM
    Webinar
    FPA of Miami Social: Leveraging Technology to Deepen Client Relationships. Led by FPA of Miami Director Cammy Smith. Session sponsored by our friends at Cirrus Capital - Bryan D. Franco, CFA and Will Hubbard.
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  • Mar 19, 9:00 AM – 11:30 AM
    Online
    Join your fellow FPA of Miami members, friends and colleagues for a Junior Achievement Virtual Volunteer Day on March 19, 2021 @9AM-11:30AM
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  • Mar 25, 11:00 AM – 12:00 PM
    Webinar
    Market Update with City National Rochdale. Informative discussion focused on a 2021 economic outlook and CNRs approach to guiding client portfolios in the current environment.
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  • Time is TBD
    Webinar
    PTAM representatives Frederick Kohly (Senior Vice President) and Sean Dranfield (Principal and Managing Director) will present "Bonds - Why Duration is Flawed".
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  • Time is TBD
    Jaxson Maximus, Suite 106
    Time is TBD
    Jaxson Maximus, Suite 106, 1100 Brickell Bay Dr, Miami, FL 33131, USA
    Member Networker at Jaxson Maximus in Brickell
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  • Time is TBD
    Webinar
    Steven Silverman, Esq. (Steven Silverman, P.A.) presents on the topic "What medical and legal documents do I need due to the Corona Virus"
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  • Feb 25, 6:00 PM – 8:00 PM
    Webinar
    Student Career Panel Discussion - Industry professionals from the wealth management and financial planning fields will share their career stories.
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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.  

© 2018 FPA of Miami.

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

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