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. 

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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.

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Practice Management Breakfasts

Participate in small group discussions, reviews and panels on various financial planning topics featured in the Financial Planning Journal.

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Annual Symposium

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Our signature annual event, the symposium brings in industry leaders, expert speakers, practice management partners and pro networking opportunities. 

Upcoming Events

  • JOIN US! February 9, 2022 | CE Credit | Macroeconomic Outlook for 2022 - Hot In Here: Inflation’s Impact on the Market
    JOIN US! February 9, 2022 | CE Credit | Macroeconomic Outlook for 2022 - Hot In Here: Inflation’s Impact on the Market
    Ruth Chris
    Register Now
    Feb 09, 6:00 PM – 8:30 PM EST
    Ruth Chris, 2320 Salzedo St, Coral Gables, FL 33134, USA
    This Federated Macroeconomic Outlook - "Hot In Here: Inflation’s Impact on the Market" session will be led by Steven Chiavarone, CFA, Vice President, Federated Hermes, whilst attendees enjoy dinner at Ruth Chris in Coral Gables, or join us virtually!
  • Thursday, March 3 | Invesco TopGolf Social
    Thursday, March 3 | Invesco TopGolf Social
    TopGolf Miami Gardens
    Register Now
    Mar 03, 6:00 PM – 8:30 PM EST
    TopGolf Miami Gardens, 17321 NW 7th Ave, Miami Gardens, FL 33169, USA
    Join us for a joint Association social event at TopGolf in Miami Gardens - FPA of Miami, CFA of Miami and CFA of South Florida. Kindly sponsored by our Partner, Invesco.
  • JOIN US! March 15, 2022 | CE Credit | Vi at Aventura Chapter Dinner - Retirement Planning
    JOIN US! March 15, 2022 | CE Credit | Vi at Aventura Chapter Dinner - Retirement Planning
    Vi at Aventura – Private Dining Room
    Register Now
    Mar 15, 6:00 PM – 8:30 PM EDT
    Vi at Aventura – Private Dining Room, 19333 W Country Club Dr, Aventura, FL 33180, USA
    This dinner session will be led by Pamela Allison, Vi at Aventura Care Center Administrator who will discuss the New Florida state requirements on reporting elder abuse and the recommended procedures on identifying cognitive impairment plus benefits of Life Plan Retirement Communities.
  • FPA of Miami Int. Symposium: Investment in U.S. Real Estate by Foreign Investors | 4 (Four) CE Credits
    FPA of Miami Int. Symposium: Investment in U.S. Real Estate by Foreign Investors | 4 (Four) CE Credits
    EAST Hotel
    Register Now
    Mar 24, 12:30 PM – 7:30 PM
    EAST Hotel, 788 Brickell Plaza, Miami, FL 33131, USA
    Welcome to the 1st Annual FPA of Miami International Symposium!!!! The event will be held at the prestigious EAST Hotel in Brickell (4 CE Credits) and will also be live-streamed for those wishing to join virtually!!

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.  

(786) 581-0556

info@fpamiami.org

© 2018 FPA of Miami.

6815 Biscayne Blvd | Suite 103 #323 | Miami, FL 33138 

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