Past Events
JOIN US! July 1, 2020 | CE Credit | Long-term Care Insurance Concepts
Wed, Jul 01
Webinar
Jul 01, 12:00 PM – 1:00 PM
Webinar
Ash Brokerage National Spokesperson for Disability Income/Long-Term Care, Bryan Langdon and Richard Newman Life Audit Professional, LLC will present "Long-term Care Options".
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JOIN US! June 25, 2020 | Home Equity Solutions for Mass Affluent Retirees in an Uncertain Market
Thu, Jun 25
Webinar
Jun 25, 12:00 PM – 1:00 PM
Webinar
Home Equity Solutions for Mass Affluent Retirees in an Uncertain Market.
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JOIN US! June 25, 2020 | CE Credit| “International Financial Planning: The New Frontier"
Thu, Jun 25
Webinar
Jun 25, 11:00 AM – 12:30 PM
Webinar
The International Practice Management Series will kick-off with a session entitled “International Financial Planning: The New Frontier."
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JOIN US! June 24, 2020 | CE Credit | Federal Reserve Bank: Latest News and Information
Wed, Jun 24
Webinar
Jun 24, 11:00 AM – 12:00 PM
Webinar
Given the unprecedented nature of the Covid-19 crisis and the Fed’s massive response, many are asking what is next and how far can this go? Complimentary webinar with Mr. Christopher Oakley, Vice President and regional executive of the Federal Reserve Bank of Atlanta, Jacksonville Branch,
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JOIN US! June 23, 2020 | CE Credit | Strategies for Earnings and Special Events
Tue, Jun 23
Webinar
Jun 23, 4:30 PM – 5:30 PM
Webinar
TD Ameritrade Institutional Strategists, Mike Turvey, CFP®, CMT, Clint Cowles, CMT and Michael McKerr will present "Strategies for Earnings and Special Events".
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JOIN US! June 18, 2020 | Happy Hour! Every 3rd Thursday!!!
Thu, Jun 18
Webinar
Jun 18, 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! June 17, 2020 | Florida Statewide Webinar on New CFP Board Compliance Toolkit
Wed, Jun 17
Webinar
Jun 17, 11:00 AM – 12:00 PM
Webinar
With the June 30, 2020 enforcement date, all CFP® Professionals will soon be required to adhere to the new CFP Board Code of Ethics and Standards of Conduct. To help FPA members comply with these new standards an FPA Compliance Toolkit for the New CFP® Standards has been created.
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JOIN US! June 12, 2020 | Creating Spaces: Managing Conversations with Colleagues and Clients
Fri, Jun 12
Webinar
Jun 12, 2:30 PM – 3:30 PM
Webinar
Join the Financial Planning Association of Miami in a roundtable panel event to discuss recent events and how to have difficult conversations with clients, co-workers and employees.
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JOIN US! June 11, 2020 | "How to Reduce Stress and be Empowered and Connected"
Thu, Jun 11
Webinar
Jun 11, 5:00 PM – 6:30 PM
Webinar
Please join us for a session with LISSETTE - an instructor focused on Pranayama breathing and energetic meditation. Open to all!!!
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JOIN US! June 10th | OPEN FOR OPPORTUNITY How to Deliver Value & Drive Growth in Any Market
Wed, Jun 10
Webinar
Jun 10, 10:00 AM – 11:30 AM
Webinar
Free industry wide web series with Stephanie Bogan, Michael Kitces, Suzanne Siracuse and Adam Cmejla of Limitless Adviser Coaching. OPEN FOR OPPORTUNITY| How to Deliver Value & Drive Growth in Any Market.
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JOIN US! June 9, 2020 | CE Credit | Themes for a New Normal: Making Sense of Market Volatility
Tue, Jun 09
Webinar
Jun 09, 12:00 PM – 1:00 PM
Webinar
Carillon Tower Advisers Director Matt Orton, will present "Themes for a New Normal: Making Sense of Market Volatility and the Opportunities It Can Create"
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SECURE Act | June 4 | CE Credit | Webinar
Thu, Jun 04
Webinar
Jun 04, 12:30 PM – 2:00 PM
Webinar
A CE presentation not to be missed - "SECURE Act for Clients' Planning" presented by Lance Lvovsky, CPA , Marcum LLP, and Adam Schucher, Esq. Katz Barron. The event will be moderated by Philip Herzberg, CFP®, CTFA, AEP®, MSF, Client Advisor, The Lubitz Financial Group.
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JOIN US! June 3rd | OPEN FOR OPPORTUNITY How to Deliver Value & Drive Growth in Any Market
Wed, Jun 03
Webinar
Jun 03, 10:00 AM – 11:30 AM
Webinar
Free industry wide web series with Stephanie Bogan, Michael Kitces, Suzanne Siracuse and Adam Cmejla of Limitless Adviser Coaching. OPEN FOR OPPORTUNITY| How to Deliver Value & Drive Growth in Any Market.
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JOIN US! May 28, 2020 | CE Credit | Business Models: The Road to Independence from Compliance Side | Webinar
Thu, May 28
Webinar
May 28, 12:00 PM – 1:00 PM
Webinar
If you are considering going Independent or have now decided that this is the path for your practice, join us to learn about what your next steps are to get prepared to launch your own RIA.
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JOIN US! May 21, 2020 | Happy Hour!
Thu, May 21
Webinar
May 21, 5:00 PM – 6:00 PM
Webinar
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! May 15, 2020 | CE Credit | Women and Investing | Webinar
Fri, May 15
Webinar
May 15, 12:00 PM – 1:00 PM
Webinar
T.Rowe Price executives Wayne C. Ewan and Katie Erich will present on the topic of "Women and Investing". The session will be moderated by FPA of Miami Director Danqin Fang.
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JOIN US! May 13, 2020 | South Florida Financial Planning Community “Check-In"
Wed, May 13
Webinar
May 13, 2:00 PM – 3:00 PM
Webinar
Come prepared to share and hear how your professional peers are managing through the COVID-19 crisis, advising clients, and dealing with the new remote reality - for all chapter members and partners of our local financial planning community.
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JOIN US! May 1, 2020 | CE Credit | Behavioral Finance - Guiding Clients During Turbulent Times
Fri, May 01
Webinar
May 01, 11:00 AM – 12:00 PM
Webinar
Fidelma Fariñas-Cobas (Senior Investment Consultant - City National Rochdale) will present on the topic "Behavioral Finance | Guiding Clients During Turbulent Times".
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JOIN US! April 28, 2020 | Business & Compliance Models: Demystified Webinar
Tue, Apr 28
Webinar
Apr 28, 8:30 AM – 10:00 AM
Webinar
The purpose of this group will be to discuss the opportunities and challenges of running your own business either affiliated with an Independent Broker Dealer, Corporate RIA or through your own Independent RIA.
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JOIN US! April 24, 2020 | CE Credit | Incorporating the Housing Asset In Retirement Planning | Webinar
Fri, Apr 24
Webinar
Apr 24, 12:30 PM – 1:30 PM
Webinar
Josh Blum ( Home Equity Retirement Specialist - Mutual of Omaha) will present on the topic "Incorporating the Housing Asset In Retirement Planning".
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Tuesday April 15th | Five Actions to Help Your Elderly Clients During the COVID-19 Crisis
Wed, Apr 15
Webinar
Apr 15, 2:00 PM – 3:00 PM
Webinar
Webinar: Five Actions to Help Your Elderly Clients During the COVID-19 Crisis - 1 CFP Credit
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Tuesday April 7th | How to Use the 7-Step Process to Build Trust, Commitment and Impact in Turbulent Times
Tue, Apr 07
Webinar
Apr 07, 2:00 PM – 3:00 PM
Webinar
Webinar: How to Use the 7-Step Process to Build Trust, Commitment and Impact in Turbulent Times - 1 CFP Credit
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Wednesday, February 19th | Chapter Dinner
Wed, Feb 19
Federal Reserve Bank of Atlanta (Doral)
Feb 19, 5:00 PM – 7:30 PM
Federal Reserve Bank of Atlanta (Doral), 9100 NW 36th St, Miami, FL 33178, USA
Federal Reserve Economic update - presented by Karen Gilmore (Vice President and Regional Executive for Federal Reserve Bank of Atlanta - Miami Branch)
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Fundamentals of Private Equity and Private Debt | Chapter Dinner | Wednesday, January 29th
Wed, Jan 29
KPMG LLP | Brickell City Centre
Jan 29, 5:30 PM – 8:00 PM
KPMG LLP | Brickell City Centre, 78 SW 7th St, Miami, FL 33130, USA
The FPA of Miami will kickoff 2020 with a very special dinner program, Fundamentals of Private Equity and Private Debt: Practical Considerations for Professional Advisors, hosted by KPMG. Speakers include Alex Denault, KPMG; Jamie Elias, Trivest Partners; Pat Gimlett, AB-Private Credit Investors
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FPA of Miami 14th Annual Symposium
Thu, Nov 21
Rusty Pelican Miami
Nov 21, 2019, 8:00 AM – 4:00 PM
Rusty Pelican Miami , 3201 Rickenbacker Causeway, Key Biscayne, FL 33149, USA
The 14th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2019. The event will be held at the Rusty Pelican, Key Biscayne (8am start) - 9 sessions, qualifies for 7 hours of CE credit, and features an all-star lineup of presenters.
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ALTSMIA2019
Thu, Nov 07
JW Marriott Miami
Nov 07, 2019, 8:00 AM – 7:00 PM
JW Marriott Miami, 1109 Brickell Ave, Miami, FL 33131, USA
Join the industry's leading experts from across the alternative investment spectrum for a full day of engaging discussion, education and commentary. Learn from experts, connect with colleagues and network with peers at the Annual ALTSMIA Conference.
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Thursday, October 17th | Partner Event with Estate Planning Council
Thu, Oct 17
Akerman LLP, Brickell City Centre
Oct 17, 2019, 5:00 PM – 8:00 PM
Akerman LLP, Brickell City Centre , 98 SE 7th St, #1100, Miami, FL 33131, USA
Two dynamic sessions: 1) "Powers of Deduction: Tax-Saving Strategies Under the Legislation Formerly Known as the Tax Cuts and Jobs Act”, and 2) “Asset Protection Planning” Two (2) CE Credits available - CFP, CLE & CPE
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FPA Women Advisor/Nexgen Dinner & Networking
Tue, Oct 15
Aon Private Risk Management: Suite 1100
Oct 15, 2019, 5:30 PM – 8:00 PM
Aon Private Risk Management: Suite 1100, 1001 Brickell Bay Dr, Miami, FL 33131, USA
Please join us for our Women's Council/Nexgen dinner event! Discussion focus - "Lever up - How to advance your career in Financial Planning".
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Thursday, September 26th | "Planning for Long Term Care....it's not just for your Parents"
Thu, Sep 26
Offices of Louis Berlin
Sep 26, 2019, 7:30 AM – 9:00 AM
Offices of Louis Berlin, 20700 W Dixie Hwy, Aventura, FL 33180, USA
"Planning for Long Term Care...it's not just for your Parents". Panel discussion with Louis Berlin (Financial, Business and Personal mentor); Andrew Bellinson (focused on Medicaid Law / Crisis Management Elder Law ); plus a Care Management Specialist (TBD).
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Thursday, September 19th | Chapter Dinner Event
Thu, Sep 19
EAST, Miami
Sep 19, 2019, 5:30 PM – 8:30 PM
EAST, Miami, 788 Brickell Plaza, Miami, FL 33131, USA
Come meet with other top financial planning professionals in the community for a fun night of networking at the EAST Hotel. Industry partners will lead high-top table discussions on relevant topics in financial planning.
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Wednesday, July 17th | Planning for Service at United Way with Catalyst Miami
Wed, Jul 17
United Way of Miami Dade
Jul 17, 2019, 8:00 AM – 9:30 AM
United Way of Miami Dade , 3250 SW 3rd Ave, Miami, FL 33129, USA
Planning for Service will be a community-service themed breakfast for FPA members and prospective members at the United Way of Miami-Dade, Center for Excellence in Early Education. Along with Catalyst Miami, the breakfast discussion will cover ways to be more involved in community service.
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Wednesday, July 10th | Code of Ethics and Standards of Conduct
Wed, Jul 10
Courtyard by Marriott Miami D/T-Brickell
Jul 10, 2019, 2:00 PM – 4:00 PM
Courtyard by Marriott Miami D/T-Brickell, 200 SE 2nd Ave, Miami, FL 33131, USA
Code of Ethics and Standards of Conduct. The Session satisfies the CFP® Board two (2) hour Ethics requirement.
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Friday June 14th | Caring for Qualified Plans:Best practices for Advisors and Sponsors to help Plans Grow and Thrive."
Fri, Jun 14
Pension Services, Inc., Suite 900
Jun 14, 2019, 8:00 AM – 9:30 AM
Pension Services, Inc., Suite 900, 3150 SW 38th Ave, Miami, FL 33146, USA
The focus of the discussion and topic will be on the Fiduciary administration aspect of Qualified Plans, specifically "Caring for Qualified Plans: Best practices for Advisors and Sponsors to help Plans Grow and Thrive."
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Wednesday, May 22nd | Breakfast: "Helping International Clients Invest in the U.S. and Stay"
Wed, May 22
Duane Morris LLP
May 22, 2019, 8:00 AM – 9:30 AM
Duane Morris LLP, 201 S Biscayne Blvd # 3400, Miami, FL 33131, USA
Ram Shastri (Katz Barron) will be joined by two attorney panelists to discuss - "Helping International Clients Invest in the U.S. and Stay"
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Wednesday May 8th | Chapter Dinner Event with CFA Society Miami
Wed, May 08
EAST, Miami
May 08, 2019, 5:30 PM – 7:45 PM
EAST, Miami, 788 Brickell Ave, Miami, FL 33131, USA
This will be a special joint dinner event with CFA Society Miami at the premier East Miami Hotel in Brickell, 38th Floor. There will be networking (5:30-6:30) followed by a presentation (6:45-7:45) entitled "Non-Traditional and Alternative Assets in IRA's".
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Wednesday, April 3rd | FPA of Miami Dinner Event
Wed, Apr 03
Holland & Knight LLP, 33rd Floor
Apr 03, 2019, 5:30 PM – 8:30 PM
Holland & Knight LLP, 33rd Floor, 701 Brickell Ave, Miami, FL 33131, USA
Please join us for this FPA of Miami dinner, featuring a panel discussion on "Preparing Owners for the Sale of a Business" and a presentation on "Planning with Structured Credit".
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Wednesday, January 23rd | Chapter Dinner
Wed, Jan 23
Watsco Center - UM
Jan 23, 2019, 5:30 PM – 8:30 PM
Watsco Center - UM, 1245 Dauer Dr, Coral Gables, FL 33146, USA
Two dynamic sessions: 1) Incapacity Planning, with Bart Chepenik of Chepenik Trushin 2) The Evolution of Advice, with Saul Mendoza of Vanguard
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Tuesday, September 25th | Chapter Dinner Event with CFA Society Miami (1)
Thu, Oct 11
Shutts & Bowen LLP
Oct 11, 2018, 5:30 PM – 9:30 PM
Shutts & Bowen LLP, 200 S Biscayne Blvd #4100, Miami, FL 33131, USA
This will be a special joint dinner event with CFA Society Miami at the beautiful law offices of Shutts & Bowen. The presentations are "Cyber Currencies from an Investment, Legal & Tax Perspective" & "Maximizing Property Tax Savings through Property Tax Management Strategies & Due Diligence".
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Thursday, June 7th | Cyber Security for Clients
Thu, Jun 07
Aon Risk Solutions
Jun 07, 2018, 7:00 AM
Aon Risk Solutions, 1001 Brickell Bay Dr, 11th Floor, Miami, FL 33131, USA
An interactive session hosted and moderated by Joe Clark, Chief Growth Officer, Aon Risk Solutions - '14 Items to Execute for Family Safety, Security, and Cyber Protection'.
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Tuesday, May 29th | University of Miami
Tue, May 29
Watsco Center
May 29, 2018, 5:30 PM – 8:00 PM
Watsco Center , 1245 Dauer Dr, Coral Gables, FL 33146, USA
Two dynamic presentations, 1) A Reverse Mortgage Strategy Update - with focus on retirement income and other financial planning implications. 2) Marketing & Branding for the Financial Planning Professional
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Tuesday, April 24th | Brickell | Joint Dinner Event with FPA of Miami, ACG South Florida & Greater Miami Tax Institute
Tue, Apr 24
Holland & Knight
Apr 24, 2018, 5:30 PM – 8:00 PM
Holland & Knight, 701 Brickell Ave , Suite 3300, Fl, Miami, FL 33131, USA
Talking M&A/ Nuances of Buying & Selling a Business Talking Tax Residency/Domicile Hosted by the law firm Holland & Knight
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Thursday, April 19th | Improving Expected Risk Adjusted Returns in a Portfolio Using Life Insurance Death Benefit
Thu, Apr 19
EisnerAmper LLP
Apr 19, 2018, 7:30 AM
EisnerAmper LLP, 1001 Brickell Bay Dr #1400, Miami, FL 33131, USA
Q&A about how adding a death benefit to a portfolio for a multi-generational family can increase the risk weighted return.
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March 28th Chapter Dinner | A.I. & Advisor Alpha
Wed, Mar 28
Watsco Center
Mar 28, 2018, 5:30 PM – 8:00 PM
Watsco Center, 1245 Dauer Dr, Coral Gables, FL 33146, USA
"ARTIFICIAL INTELLIGENCE - separating fact from fiction and hype from reality" and "PUTTING A VALUE ON YOUR VALUE - Vanguard Quantifying Advisor’s Alpha"
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FPA Brickell Networker
Wed, Mar 21
Batch Gastropub: Miami
Mar 21, 2018, 6:00 PM – 7:30 PM
Batch Gastropub: Miami, 30 SW 12th St, Miami, FL 33130, USA
Please join us for our first Networker of 2018! The event will be held at the Batch Gastopub in Brickell.
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Tuesday, March 1st | Breakfast: Sustainable Investing
Thu, Mar 01
UBS AG
Mar 01, 2018, 8:00 AM – 9:30 AM
UBS AG, 701 Brickell Ave #3250, Miami, FL 33131, USA
Practice Management Breakfast: Discussion Sustainable Investing
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February 27th | Joint Dinner Event | FPA of Miami & CFA Society Miami | Hosted by Bilzin Sumberg
Tue, Feb 27
Bilzin Sumberg
Feb 27, 2018, 5:30 PM – 8:00 PM
Bilzin Sumberg, 1450 Brickell Avenue, 23rd Floor, Miami, FL 33131, USA
Please join us for a very special joint dinner event between the Financial Planning Association of Miami & CFA Society Miami. WHAT ADVISORS SHOULD BE DISCUSSING WITH CLIENTS POST TAX REFORM From Bilzin Sumberg THE FUTURE OF INVESTMENT MANAGEMENT FEES from AllianceBernstein
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Tuesday, February 20th | Breakfast: Tax Reform
Tue, Feb 20
801 Brickell Ave Ste 1050, Miami, FL 33131
Feb 20, 2018, 7:30 AM – 9:30 AM
801 Brickell Ave Ste 1050, Miami, FL 33131
Practice Management Breakfast - Discussion on Tax Reform - presented & hosted by CPA firm RSM
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Monday, January 29th | Chapter Dinner
Mon, Jan 29
Watsco Center
Jan 29, 2018, 5:30 PM – 8:00 PM
Watsco Center, 1245 Dauer Dr, Coral Gables, FL 33146, USA
"Cyber Security Update" with Kaufman Rossin & "Taking An Alternative Path - From Asset Manager to Income Manager" with S2K Financial
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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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