Thu, Sep 19 | EAST, Miami

Thursday, September 19th | Chapter Dinner Event

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.
Registration is Closed

Time & Location

Sep 19, 2019, 5:30 PM – 8:30 PM
EAST, Miami, 788 Brickell Plaza, Miami, FL 33131, USA

About The Event

FPA of Miami Networking and Partners event at the beautiful EAST Hotel in Brickell. 

Format: 

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. 

Discussion Topics include:

Equities

Fixed Income

Alternatives

Custom Qualified Plans

Tax Planning

Trusts & Estate Planning

Insurance Planning

Fintech

XY NexGen Planning

M&A

Choose to join engaging partner-led conversations on the topics most interesting to your business.

Confirmed Partners include the following (others TBD):

American Funds, Aon Private Risk Management, Credit Suisse Asset Management, LLC, Guggenheim Investments, Harbor Funds Distributors, Inc., Morningstar, PT Asset Management, LLC, Vanguard Financial Advisors Services 

Tickets
Price
Quantity
Total
  • FPA of Miami Member
    $35
    $35
    0
    $0
Total$0

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

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