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

  • Junior Achievement Virtual Volunteer Opportunities | March 16 - April 20
    Online
    Mar 16, 8:00 AM – Apr 20, 3:00 PM
    Online
    Join your fellow FPA of Miami members, friends and colleagues for Junior Achievement Virtual Volunteer Opportunities - March 16 - April 20
  • JOIN US! April 15, 2021 | Social - Leveraging Technology to Deepen Client Relationships with Social Mindfulness!
    Webinar
    Apr 15, 12:00 PM – 1:00 PM
    Webinar
    Social! Leveraging Technology to Deepen Client Relationships with Social Mindfulness!
  • JOIN US! April 16, 2021 @ 3pm | Millennial Money
    Webinar
    Apr 16, 3:00 PM – 4:00 PM
    Webinar
    Millennial Money! A presentation by Angela Moore From Modern Money Advisor, to discuss money management for the Next Generation.
  • Monday, April 19 | Current Trends in Fintech | Partner Event with CFA Societies (Miami & South Florida) | CE Credits (1)
    Webinar
    Apr 19, 12:00 PM – 1:00 PM EDT
    Webinar
    Professor 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
  • JOIN US! April 21, 2021 | NexGen Membership Value Presentation
    Webinar
    Apr 21, 5:00 PM – 6:00 PM
    Webinar
    NexGen Membership Value Presentation - Presentation by Debbie Badillo and Kenny Davin
  • Retirement Resilience Program: Volunteers Needed! | April 23 - May 14, 2021
    Online
    Apr 23, 9:00 AM – May 14, 5:00 PM
    Online
    Volunteer with your fellow FPA of Miami members, friends and colleagues for the Retirement Resilience Program | April 23 - May 14, 2021
  • JOIN US! May 7, 2021 | "Locked In – The Art of Resilient Performance From NBA’s Elite”
    Webinar
    May 07, 1:00 PM – 2:00 PM
    Webinar
    Mike 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.
  • JOIN US! May 20, 2021 | Happy Hour! Social Mindfulness - Master Your Money Quiz!
    Webinar
    May 20, 5:00 PM – 6:00 PM
    Webinar
    Happy 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.
  • JOIN US! June 10th, 2021 | CE Credit | Thriving in a Virtual World (#1)
    Webinar
    Jun 10, 12:00 PM – 1:00 PM EDT
    Webinar
    Join 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).
  • JOIN US! June 17th, 2021 | CE Credit | Thriving in a Virtual World (#2)
    Webinar
    Jun 17, 12:00 PM – 1:00 PM EDT
    Webinar
    Join 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).
  • JOIN US! June 23, 2021 | CE Credits (2) | Not Your Typical Online CFP Ethics Course (1)
    Webinar
    Jun 23, 1:00 PM – 3:00 PM
    Webinar
    What’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!

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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