Upcoming Events
JOIN US! September 21-25, 2020 | The Ultimate Advisor Virtual Event
Mon, Sep 21
Webinar
Sep 21, 12:00 PM – Sep 25, 2:00 PM
Webinar
The Ultimate Advisor Virtual Summit is a 5-Day Summit created to help provide financial advisors with the tools, resources & strategies necessary to geometrically grow their practices during this challenging time.
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JOIN US! September 22, 2020 | CE Credit | Semi-transparent ETFs: The Next Evolution of the ETF Industry
Tue, Sep 22
Webinar
Sep 22, 12:00 PM – 1:00 PM
Webinar
American Century Investments representatives, Wendy Goodyear (Financial Advisor Consultant, South Florida) and Sean Walker (ETF Specialist) will present "Semi-transparent ETFs: The Next Evolution of the ETF Industry".
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JOIN US! Sept 25, 2020 | CE Credit | Business Models: The Business case for Outsourced Investment Management| Webinar
Fri, Sep 25
Webinar
Sep 25, 11:00 AM – 12:30 PM
Webinar
Business Models: The Business case for Outsourced Investment Management - further details TBA
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Thursday, October 8th | Partner Event with Estate Planning Council | CE Credits (2)
Thu, Oct 08
Webinar
Oct 08, 11:30 AM – 1:30 PM
Webinar
Two dynamic sessions: 1)The Case for Virtual Currencies in the Age of COVID-19 2) Resiliency, and Contingency Planning for Individuals and Businesses in the Age of COVID-19 Two (2) CE Credits.
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JOIN US! October 15, 2020 | Happy Hour! Every 3rd Thursday!!!
Thu, Oct 15
Webinar
Oct 15, 5:00 PM – 6:00 PM
Webinar
Every 3rd Thursday!!! Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.
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JOIN US! October 22nd, 2020 | Student Career Panel Discussion
Thu, Oct 22
Webinar
Oct 22, 5:00 PM – 7:00 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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JOIN US! October 27, 2020 | CE Credit | International Planning in the Time of Covid.
Tue, Oct 27
Webinar
Oct 27, 11:30 AM – 1:00 PM
Webinar
The International Practice Management Group will host a panel to discuss the "International Planning in the Time of Covid."
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FPA of Miami 15th Annual Symposium
Thu, Nov 19
Location is TBD
Nov 19, 9:00 AM – 5:00 PM
Location is TBD
The 15th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2020. The event will be held virtually (9am start) - 13 sessions (4 keynote/9 concurrent, qualifies for 7 hours of CE credit, and features an all-star lineup of presenters.
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Chapter Member Event @ Jaxson Maximus
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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JOIN US! Date TBD | Bonds - Why Duration is Flawed
Time is TBD
Webinar
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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JOIN US ANYTIME! Pre-recorded | "What medical and legal documents do I need due to the Corona Virus"
Time is TBD
Webinar
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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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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