Past Events
- Wed, Feb 24Webinar
- Thu, Feb 18Webinar
- Wed, Feb 17Webinar
- Thu, Jan 21Webinar
- Tue, Jan 19Webinar
- Wed, Dec 09Webinar
- Tue, Dec 08Online Event
- Thu, Nov 19Location is TBDNov 19, 2020, 8:00 AM – 12:00 PMLocation is TBDEnjoy a "Taste of Miami" lunch and treats box to enjoy during Symposium - delivered directly to you in advance!!! 1st 75 registrants only - a vegetarian option is available. This initiative is sponsored by our Partners :- City National Rochdale, Hines and T.Rowe Price - Thank-you!!!!
- Thu, Nov 19Location is TBDNov 19, 2020, 8:00 AM – Dec 01, 2020, 5:00 PMLocation is TBDThe 15th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2020. The event will be held virtually (8am start) - 13 sessions (4 keynote/9 concurrent, qualifies for 7 hours of CE credit, and features an all-star lineup of presenters.
- Tue, Oct 27Webinar
- Thu, Oct 22Webinar
- Thu, Oct 15Webinar
- Wed, Oct 14Webinar
- Wed, Oct 14Webex
- Fri, Sep 25Webinar
- Tue, Sep 22Webinar
- Mon, Sep 21Webinar
- Thu, Sep 17Webinar
- Thu, Sep 17Webinar
- Tue, Sep 15Webinar
- Thu, Sep 10WebinarSep 10, 2020, 1:00 PM – 2:00 PMWebinarIn our new world of Fiduciary Law & Best Interest Practices, Life Settlements have emerged as a necessary component of estate planning. Welcome Funds Inc. National Sales Director for Life Settlements, Mark Isenman will present “Life Settlement Guide to Navigating the Market”.
- Thu, Aug 20Webinar
- Thu, Jul 23Webinar
- Tue, Jul 21WebinarJul 21, 2020, 12:00 PM – 1:00 PMWebinarHarbor Funds will present "Maneuvering Through Volatility". Join the Maneuvering through Volatility webinar for a robust discussion and actionable insights that will help you implement strategies to help manage ongoing periods of market volatility for your clients.
- Thu, Jul 16Webinar
- Jul 16, 2020, 12:30 PM – 1:30 PMWebinarThis presentation will review current economic and investment trends and their potential risks and implications for the economy, the markets, and your clients. This session also looks at risks to economic growth and at the labor market, monetary policy, and inflation.
- Wed, Jul 01Webinar
- Thu, Jun 25Webinar
- Thu, Jun 25Webinar
- Wed, Jun 24WebinarJun 24, 2020, 11:00 AM – 12:00 PMWebinarGiven the unprecedented nature of the Covid-19 crisis and the Fed’s massive response, many are asking what is next and how far can this go? Complimentary webinar with Mr. Christopher Oakley, Vice President and regional executive of the Federal Reserve Bank of Atlanta, Jacksonville Branch,
- Thu, Jun 18Webinar
- Wed, Jun 17WebinarJun 17, 2020, 11:00 AM – 12:00 PMWebinarWith the June 30, 2020 enforcement date, all CFP® Professionals will soon be required to adhere to the new CFP Board Code of Ethics and Standards of Conduct. To help FPA members comply with these new standards an FPA Compliance Toolkit for the New CFP® Standards has been created.
- Fri, Jun 12Webinar
- Wed, Jun 10Webinar
- Tue, Jun 09Webinar
- Thu, Jun 04WebinarJun 04, 2020, 12:30 PM – 2:00 PMWebinarA CE presentation not to be missed - "SECURE Act for Clients' Planning" presented by Lance Lvovsky, CPA , Marcum LLP, and Adam Schucher, Esq. Katz Barron. The event will be moderated by Philip Herzberg, CFP®, CTFA, AEP®, MSF, Client Advisor, The Lubitz Financial Group.
- Wed, Jun 03Webinar
- Thu, May 28Webinar
- Thu, May 21Webinar
- Fri, May 15Webinar
- Fri, May 01Webinar
- Fri, Apr 24Webinar
- Wed, Apr 15Webinar
- Tue, Apr 07Webinar
- Wed, Feb 19Federal Reserve Bank of Atlanta (Doral)
- Wed, Jan 29KPMG LLP | Brickell City CentreJan 29, 2020, 5:30 PM – 8:00 PMKPMG LLP | Brickell City Centre, 78 SW 7th St, Miami, FL 33130, USAThe FPA of Miami will kickoff 2020 with a very special dinner program, Fundamentals of Private Equity and Private Debt: Practical Considerations for Professional Advisors, hosted by KPMG. Speakers include Alex Denault, KPMG; Jamie Elias, Trivest Partners; Pat Gimlett, AB-Private Credit Investors
- Thu, Nov 21Rusty Pelican MiamiNov 21, 2019, 8:00 AM – 4:00 PMRusty Pelican Miami , 3201 Rickenbacker Causeway, Key Biscayne, FL 33149, USAThe 14th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2019. The event will be held at the Rusty Pelican, Key Biscayne (8am start) - 9 sessions, qualifies for 7 hours of CE credit, and features an all-star lineup of presenters.
- Thu, Nov 07JW Marriott MiamiNov 07, 2019, 8:00 AM – 7:00 PMJW Marriott Miami, 1109 Brickell Ave, Miami, FL 33131, USAJoin the industry's leading experts from across the alternative investment spectrum for a full day of engaging discussion, education and commentary. Learn from experts, connect with colleagues and network with peers at the Annual ALTSMIA Conference.
- Thu, Oct 17Akerman LLP, Brickell City CentreOct 17, 2019, 5:00 PM – 8:00 PMAkerman LLP, Brickell City Centre , 98 SE 7th St, #1100, Miami, FL 33131, USATwo dynamic sessions: 1) "Powers of Deduction: Tax-Saving Strategies Under the Legislation Formerly Known as the Tax Cuts and Jobs Act”, and 2) “Asset Protection Planning” Two (2) CE Credits available - CFP, CLE & CPE
- Tue, Oct 15Aon Private Risk Management: Suite 1100
- Thu, Sep 26Offices of Louis BerlinSep 26, 2019, 7:30 AM – 9:00 AMOffices of Louis Berlin, 20700 W Dixie Hwy, Aventura, FL 33180, USA"Planning for Long Term Care...it's not just for your Parents". Panel discussion with Louis Berlin (Financial, Business and Personal mentor); Andrew Bellinson (focused on Medicaid Law / Crisis Management Elder Law ); plus a Care Management Specialist (TBD).
- Thu, Sep 19EAST, MiamiSep 19, 2019, 5:30 PM – 8:30 PMEAST, Miami, 788 Brickell Plaza, Miami, FL 33131, USACome 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.
- Wed, Jul 17United Way of Miami DadeJul 17, 2019, 8:00 AM – 9:30 AMUnited Way of Miami Dade , 3250 SW 3rd Ave, Miami, FL 33129, USAPlanning for Service will be a community-service themed breakfast for FPA members and prospective members at the United Way of Miami-Dade, Center for Excellence in Early Education. Along with Catalyst Miami, the breakfast discussion will cover ways to be more involved in community service.
- Wed, Jul 10Courtyard by Marriott Miami D/T-Brickell
- Fri, Jun 14Pension Services, Inc., Suite 900Jun 14, 2019, 8:00 AM – 9:30 AMPension Services, Inc., Suite 900, 3150 SW 38th Ave, Miami, FL 33146, USAThe focus of the discussion and topic will be on the Fiduciary administration aspect of Qualified Plans, specifically "Caring for Qualified Plans: Best practices for Advisors and Sponsors to help Plans Grow and Thrive."
- Wed, May 22Duane Morris LLP
- Wed, May 08EAST, MiamiMay 08, 2019, 5:30 PM – 7:45 PMEAST, Miami, 788 Brickell Ave, Miami, FL 33131, USAThis will be a special joint dinner event with CFA Society Miami at the premier East Miami Hotel in Brickell, 38th Floor. There will be networking (5:30-6:30) followed by a presentation (6:45-7:45) entitled "Non-Traditional and Alternative Assets in IRA's".
- Wed, Apr 03Holland & Knight LLP, 33rd Floor
- Wed, Jan 23Watsco Center - UM
- Thu, Oct 11Shutts & Bowen LLPOct 11, 2018, 5:30 PM – 9:30 PMShutts & Bowen LLP, 200 S Biscayne Blvd #4100, Miami, FL 33131, USAThis will be a special joint dinner event with CFA Society Miami at the beautiful law offices of Shutts & Bowen. The presentations are "Cyber Currencies from an Investment, Legal & Tax Perspective" & "Maximizing Property Tax Savings through Property Tax Management Strategies & Due Diligence".
- Thu, Jun 07Aon Risk Solutions
- Tue, May 29Watsco CenterMay 29, 2018, 5:30 PM – 8:00 PMWatsco Center , 1245 Dauer Dr, Coral Gables, FL 33146, USATwo dynamic presentations, 1) A Reverse Mortgage Strategy Update - with focus on retirement income and other financial planning implications. 2) Marketing & Branding for the Financial Planning Professional
- Tue, Apr 24Holland & Knight
- Thu, Apr 19EisnerAmper LLP
- Wed, Mar 28Watsco Center
- Wed, Mar 21Batch Gastropub: Miami
- Thu, Mar 01UBS AG
- Tue, Feb 27Bilzin SumbergFeb 27, 2018, 5:30 PM – 8:00 PMBilzin Sumberg, 1450 Brickell Avenue, 23rd Floor, Miami, FL 33131, USAPlease join us for a very special joint dinner event between the Financial Planning Association of Miami & CFA Society Miami. WHAT ADVISORS SHOULD BE DISCUSSING WITH CLIENTS POST TAX REFORM From Bilzin Sumberg THE FUTURE OF INVESTMENT MANAGEMENT FEES from AllianceBernstein
- Tue, Feb 20801 Brickell Ave Ste 1050, Miami, FL 33131
- Mon, Jan 29Watsco Center