Thu, Mar 18 | Webinar

JOIN US! March 18, 2021 | Social: Leveraging Technology to Deepen Client Relationships

FPA of Miami Social: Leveraging Technology to Deepen Client Relationships. Led by FPA of Miami Director Cammy Smith. Session sponsored by our friends at Cirrus Capital - Bryan D. Franco, CFA and Will Hubbard.

Time & Location

Mar 18, 5:00 PM – 6:00 PM

About The Event

FPA of Miami Social - "Leveraging Technology to Deepen Client Relationships"

Join us for our monthly FPA of Miami Social Series - each third Thursday of the month

This session is sponsored by our friends at Cirrus Capital - Bryan D. Franco CFA and William Hubbard CFA.

Cammy Smith, FPA of Miami Board Member, will facilitate a networking and brainstorming session on practical and implementable tips that you can use with your clients to enhance their experience during this continued Covid-pandemic. Please come with one best practice idea or question that you would like to share with the group... and be ready for some fun!"

Cammy Smith

Owner + Founder


  • FPA of Miami Member
  • FPA of Miami - Non-Member
  • FPA of Miami - Donation

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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.  

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