Past Events

  • Wealth Management EDGE
    Tue, May 31
    The Diplomat Beach Resort
    May 31, 12:00 PM – Jun 03, 12:00 PM
    The Diplomat Beach Resort, 3555 S Ocean Dr, Hollywood, FL 33019, USA
    You will not want to miss this all-star line-up of influencers, which can only be found at Wealth Management EDGE. COMPLIMENTARY ENTRY TO FPA OF MIAMI MEMBERS with code FKF2535FPA.
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  • JOIN US! May 16, 2022 | National BBQ Day!!!
    Mon, May 16
    Hometown Barbecue Miami
    May 16, 6:00 PM – 8:00 PM EDT
    Hometown Barbecue Miami, 1200 NW 22nd St, #100, Miami, FL 33142, USA
    JOIN US! May 16, 2022 | National BBQ Day!!! All your barbecue favorites served at Hometown Barbecue in Miami ...smoked wings, brisket, pulled pork and more!!!!
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  • JOIN US! April 28, 2022 | CE CREDIT | Navigating the Fixed Income Market
    Apr 28, 6:00 PM – 8:30 PM EDT
    Bulla, 2500 Ponce de Leon, Coral Gables, FL 33134, USA
    JOIN US! "Navigating the fixed income market through rate hikes, inflation, geopolitical risk and a global pandemic". Please join a panel of experts as they share their outlook, and discuss practical ways to position fixed income portfolios through this challenging environment.
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  • Fixed Income Webinar:  Navigating Fixed Income Markets Amid Uncertainty
    Apr 28, 4:30 PM – 5:30 PM
    Webinar
    Portfolio Managers, Tom Carney and Nolan Anderson will share their thoughts on tightening monetary policy, inflationary risk, navigating the risk-reward trade-off, and their outlook for forward-looking returns
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  • Hines Research Global Real Estate Market Themes | CE Credit (1)
    Apr 05, 3:00 PM CDT
    Webinar
    CE Credit Webcast: Where Hines Research Sees Opportunity in Global Real Estate Join us for a look at trends shaping the real estate investment landscape today with Josh Scoville, head of Hines Research.
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  • Your Voice Matters. Take the 2022 FPA Public Policy Survey Now!
    Apr 04, 7:00 PM – Apr 20, 11:00 AM
    Online Survey
    For FPA to engage in legislative advocacy efforts on behalf of members, we need members to share their thoughts on what they believe should be the Association’s priorities. To collect that sentiment from members, we are conducting a very brief survey policy survey from now until April 20.
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  • FPA of Miami Int. Symposium: Investment in U.S. Real Estate by Foreign Investors | 4 (Four) CE Credits
    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!!
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  • POSTPONED | Thursday, March 17 | American Heros Portfolio - Recognizing Veterans
    Mar 17, 12:00 PM – 1:00 PM EDT
    Webinar
    Join us for a review of the “ American Heroes Portfolio” presented by Kimberly Safoyan President, Wealth Manager, Anchor Wealth Management Group, LLC. Co-chaired by our FPA of Miami Pro-Bono outreach diversity chapter recognizing veterans lack of diversity in the financial industry.
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  • JOIN US! March 15, 2022 | CE Credit | Vi at Aventura Chapter Dinner - Retirement Planning
    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.
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  • Thursday, March 3 | Invesco TopGolf Social
    Thu, Mar 03
    TopGolf Miami Gardens
    Mar 03, 6:30 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.
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  • JOIN US! February 9, 2022 | CE Credit | Macroeconomic Outlook for 2022 - Hot In Here: Inflation’s Impact on the Market
    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!
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  • Instructor Needed (experienced financial professional) - Miami Dade College (MDC)
    Dec 09, 2021, 9:00 AM EST – Jan 31, 2022, 5:00 PM EST
    Online
    Randy Lichtman, the head of Continuing Education at MDC Wolfson campus is looking for an experienced financial professional, preferably with teaching experience, who is interested in giving back and teaching non-financial professionals interested in the stock market.
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  • "Key strategies for building ESG portfolios" 12/7/21
    Dec 07, 2021, 1:00 PM – 2:00 PM EST
    Online Event
    Key strategies for building ESG portfolios Tuesday, December 7th at 1PM ET Speakers: Matthew Sheridan and Tony Campos (FTSE) (Moderator: Ben Hammer)
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  • Thursday, December 2 | FPA/Jaxson Maximus Holiday Networker
    Dec 02, 2021, 5:30 PM – 9:00 PM
    Jaxson Maximus Miami, 1100 Brickell Bay Dr Suite 106, Miami, FL 33131, USA
    Join us for a great evening social at Jaxson Maximus in Brickell.
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  • Making sense of the ESG trend" 12/1/21
    Dec 01, 2021, 1:00 PM – 2:00 PM EST
    Online Event
    Making sense of the ESG trend: How to help clients invest their values Wednesday, December 1st at 1PM ET Speakers: Sarah Hersh and Doug Grim (Moderator: James Bossieux)
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  • Accelerating Your Business: The Truth About the Future of the Financial Advisor | One (1) CE Credit
    Nov 18, 2021, 11:00 AM – 12:00 PM EST
    Online Event
    This session on Accelerating Your Business will focus on Advisor Technology. Please join is on November 18th as Matt Reiner explores the Truth About the Future of the Financial Advisor.
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  • Junior Achievement - JA Company Program - Volunteers needed
    Nov 16, 2021, 6:16 PM EST – Dec 31, 2021, 6:16 PM EST
    Online
    Join your fellow FPA of Miami members, friends and colleagues and assist with the Junior Achievement Company Program!
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  • FPA of Miami 16th Annual Symposium
    Wed, Nov 10
    Sheraton Miami Airport Hotel & Executive
    Nov 10, 2021, 8:30 AM – 5:00 PM
    Sheraton Miami Airport Hotel & Executive, 3900 NW 21st St, Miami, FL 33142, USA
    The 16th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2021. The event will be held at the Sheraton Miami Airport Hotel & Executive Meeting Center (7 CE Credits) - will also be live-streamed for those wishing to join virtually!!
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