Upcoming Events

Symposium 2020 CFP® CE Submissions
Thu, Nov 19
Online Event
Nov 19, 5:00 PM – Dec 01, 7:00 PM
Online Event
FPA of Miami 15th Annual Symposium CFP® CE Submissions
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Symposium 2020 CIMA®, CPWA®, CIMC® , and RMA® CE Submissions.
Thu, Nov 19
Online Event
Nov 19, 5:00 PM – Dec 01, 5:00 PM
Online Event
FPA of Miami 15th Annual Symposium CIMA®, CPWA®,CIMC®, and RMA® CE Submissions.
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Symposium 2020 DICE Insurance CE Submission
Thu, Nov 19
Online Event
Nov 19, 5:00 PM – Dec 01, 5:00 PM
Online Event
FPA of Miami 15th Annual Symposium DICE Insurance CE SubmissionCE Submissions.
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JOIN US! December 8, 2020 | Mutual Funds & EFT's - Comparing and Contrasting
Tue, Dec 08
Webinar
Dec 08, 12:00 PM – 1:00 PM
Webinar
Avantis Investors Relationship Director, Alex Jenkins, CFA, will present "Mutual Funds & EFT's - Comparing and Contrasting".
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JOIN US! December 9, 2020 | Partner Round Table with Vanguard
Wed, Dec 09
Webinar
Dec 09, 12:30 PM – 1:30 PM
Webinar
Partner Round Table - Vanguard would like to offer an experience meant to drive meaningful conversation with industry peers on matters of firm strategy, business development, technology, marketing, investment best practices and personnel maximization.
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JOIN US! January 19, 2021 | Setting your Clients Up for Success: Paying for Long Term Care
Tue, Jan 19
Webinar
Jan 19, 2021, 12:00 PM – 1:00 PM
Webinar
Jodi Glacer, Certified Senior Advisor, Certified Dementia Practitioner Area Owner, Senior Care Authority will discuss "Setting your Clients Up for Success: Paying for Long Term Care"
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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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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 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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FPA of Miami Symposium - "Taste of Miami" Box
Thu, Nov 19
Location is TBD
Nov 19, 8:00 AM – 12:00 PM
Location is TBD
Enjoy a "Taste of Miami" lunch and treats box to enjoy during Symposium - delivered directly to you in advance!!! 1st 75 registrants only - a vegetarian option is available. This initiative is sponsored by our Partners :- City National Rochdale, Hines and T.Rowe Price - Thank-you!!!!
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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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