Past Events
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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