Events
Throughout the year, the Financial Planning Association of Miami serves as host to a series of events for its members and guests. FPA Miami events provide an opportunity to meet and discuss current financial issues, the state of economy, and to generally interact with others in the field. Many of these events require advance reservations. All FPA members and associated professionals are invited to attend.
Chapter Events
Stay up to date on financial planning industry topics, attend expert speaker workshops, gain CE credits, attend social events and network with financial planning and partner industry professionals.
Practice Management Breakfasts
Participate in small group discussions, reviews and panels on various financial planning topics featured in the Financial Planning Journal.
Annual Symposium
Our signature annual event, the symposium brings in industry leaders, expert speakers, practice management partners and pro networking opportunities.
Upcoming Events
- 16TueMarJunior Achievement Virtual Volunteer Opportunities | March 16 - April 20/OnlineMar 16, 8:00 AM – Apr 20, 3:00 PMOnlineJoin your fellow FPA of Miami members, friends and colleagues for Junior Achievement Virtual Volunteer Opportunities - March 16 - April 20
- 15ThuAprJOIN US! April 15, 2021 | Social - Leveraging Technology to Deepen Client Relationships with Social Mindfulness!/WebinarApr 15, 12:00 PM – 1:00 PMWebinarSocial! Leveraging Technology to Deepen Client Relationships with Social Mindfulness!
- 16FriAprJOIN US! April 16, 2021 @ 3pm | Millennial Money/WebinarApr 16, 3:00 PM – 4:00 PMWebinarMillennial Money! A presentation by Angela Moore From Modern Money Advisor, to discuss money management for the Next Generation.
- 19MonAprMonday, April 19 | Current Trends in Fintech | Partner Event with CFA Societies (Miami & South Florida) | CE Credits (1)/WebinarApr 19, 12:00 PM – 1:00 PM EDTWebinarProfessor Paul Borochin with the University Of Miami will present a broad overview on the Current Trends in Fintech and then lead into his research findings. This is a Joint Partner event with the CFA Societies of Miami and South Florida. One (1) CE Credit
- 21WedAprJOIN US! April 21, 2021 | NexGen Membership Value Presentation/WebinarApr 21, 5:00 PM – 6:00 PMWebinarNexGen Membership Value Presentation - Presentation by Debbie Badillo and Kenny Davin
- 23FriAprRetirement Resilience Program: Volunteers Needed! | April 23 - May 14, 2021/OnlineApr 23, 9:00 AM – May 14, 5:00 PMOnlineVolunteer with your fellow FPA of Miami members, friends and colleagues for the Retirement Resilience Program | April 23 - May 14, 2021
- 07FriMayJOIN US! May 7, 2021 | "Locked In – The Art of Resilient Performance From NBA’s Elite”/WebinarMay 07, 1:00 PM – 2:00 PMWebinarMike Lee, Elite Performance Coach will present “Locked In – The Art of Resilient Performance From NBA’s Elite”. In this high-impact program, Mike shares personal stories, strategies and mindsets he’s learned from times on the court with players like Steph Curry, Joel Embiid and Malcolm Brogdon.
- 20ThuMayJOIN US! May 20, 2021 | Happy Hour! Social Mindfulness - Master Your Money Quiz!/WebinarMay 20, 5:00 PM – 6:00 PMWebinarHappy Hour! Janet Hutchens (Social Mindfulness Speaker) will join FPA of Miami Director, Pam Kirkpatrick leading a Master Your Money Quiz, Sound Healing and Meditation session.
- 10ThuJunJOIN US! June 10th, 2021 | CE Credit | Thriving in a Virtual World (#1)/WebinarJun 10, 12:00 PM – 1:00 PM EDTWebinarJoin us for a two-part session entitled - Thriving in a Virtual World (June 10th & 17th). The sessions will be led by Colin C Lake. CIMA®, whilst attendees enjoy lunch delivered via UberEats (provided by Partner Carillon Towers).
- 17ThuJunJOIN US! June 17th, 2021 | CE Credit | Thriving in a Virtual World (#2)/WebinarJun 17, 12:00 PM – 1:00 PM EDTWebinarJoin us for a two-part session entitled - Thriving in a Virtual World (June 10th & 17th). The sessions will be led by Colin C Lake. CIMA®, whilst attendees enjoy lunch delivered via UberEats (provided by Partner Carillon Towers).
- 23WedJunJOIN US! June 23, 2021 | CE Credits (2) | Not Your Typical Online CFP Ethics Course (1)/WebinarJun 23, 1:00 PM – 3:00 PMWebinarWhat’s the same? It fulfills the 2-hour ethics requirement for CFP® recertification. What’s different? Melissa Kemp has taken a unique and interactive approach to the CFP Board of Standards Ethics Course!