Past Events

  • Feb 24, 12:30 PM – 1:30 PM
    Webinar
    Join us for lunch with a presentation from the Federal Reserve to discuss THE COVID ECONOMY - presented by Karen Gilmore (Vice President and Regional Executive for Federal Reserve Bank of Atlanta - Miami Branch). UberEats credit sent after registration.
    Share
  • Feb 24, 9:00 AM – 11:30 AM
    Online
    Join your fellow FPA of Miami members, friends and colleagues for a Junior Achievement Virtual Volunteer Day on February 24, 2021 @9AM-11:30AM Grade Levels: K-8.
    Share
  • Feb 18, 5:00 PM – 6:00 PM
    Webinar
    FPA of Miami Social: Leveraging Technology to Deepen Client Relationships. Led by FPA of Miami Director Cammy Smith.
    Share
  • Feb 17, 12:00 PM – 1:00 PM
    Webinar
    Invesco's Global Market Strategist, Brian Levitt will provide a US Market Outlook whilst attendees enjoy lunch delivered via UberEats (provided by Invesco).
    Share
  • Jan 21, 5:00 PM – 6:00 PM
    Webinar
    Happy Hour! Introducing Social Mindfulness! Led by FPA of Miami Directors, Pam Kirkpatrick and Cammy Smith.
    Share
  • Jan 19, 12:00 PM – 1:00 PM
    Webinar
    Jodi Glacer, Certified Senior Advisor, Certified Dementia Practitioner Area Owner, Senior Care Authority will discuss "Setting your Clients Up for Success: Paying for Long Term Care"
    Share
  • Dec 09, 2020, 12:30 PM – 1:30 PM
    Webinar
    Partner Round Table - Vanguard would like to offer an experience meant to drive meaningful conversation with industry peers on matters of firm strategy, business development, technology, marketing, investment best practices and personnel maximization.
    Share
  • Dec 08, 2020, 1:00 PM – Dec 11, 2020, 5:00 PM
    Online Event
    Avantis Investors | Mutual Funds & EFT's | Dec 8 2020 CFP® CE Submission
    Share
  • Dec 08, 2020, 12:00 PM – 1:00 PM
    Webinar
    Avantis Investors Relationship Director, Alex Jenkins, CFA, will present "Mutual Funds & EFT's - Comparing and Contrasting".
    Share
  • Nov 19, 2020, 8:00 AM – 12:00 PM
    Location is TBD
    Enjoy 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!!!!
    Share
  • Thu, Nov 19
    Location is TBD
    Nov 19, 2020, 8:00 AM – Dec 01, 2020, 5:00 PM
    Location is TBD
    The 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.
    Share
  • Oct 27, 2020, 11:30 AM – 1:00 PM
    Webinar
    The International Practice Management Group will host a panel to discuss the "International Planning in the Time of Covid."
    Share
  • Oct 22, 2020, 5:00 PM – 7:00 PM
    Webinar
    Student Career Panel Discussion - Industry professionals from the wealth management and financial planning fields will share their career stories.
    Share
  • Oct 15, 2020, 5:00 PM – 6:00 PM
    Webinar
    Every 3rd Thursday!!! Join us for a special virtual Happy Hour - with a Virtual Sound Healing Session! Led by FPA of Miami Director, Pam Kirkpatrick.
    Share
  • Oct 15, 2020, 12:00 PM – 4:45 PM
    Webinar
    At the virtual 2020 Vanguard Advisor Symposium, a live, half-day event, you’ll benefit from the perspectives of our senior leaders and strategists–and even earn CE credit for select sessions.
    Share
  • Oct 14, 2020, 12:00 PM – 1:00 PM
    Webinar
    Carillon Tower Advisers Director Matt Orton, will present "Climbing the Wall of Worry: Risks and Opportunities Around U.S. Elections"
    Share
  • Oct 14, 2020, 11:00 AM – 12:00 PM
    Webex
    Using Holistic and Integrated Planning: Helping Clients Benefit from the Longevity Bonus
    Share
  • Sep 25, 2020, 11:00 AM – 12:30 PM
    Webinar
    Business Models: The Business case for Outsourced Investment Management - further details TBA
    Share
  • Sep 22, 2020, 12:00 PM – 1:00 PM
    Webinar
    American Century Investments representatives, Wendy Goodyear (Financial Advisor Consultant, South Florida) and Sean Walker (ETF Specialist) will present "Semi-transparent ETFs: The Next Evolution of the ETF Industry".
    Share
  • Sep 21, 2020, 12:00 PM – Sep 25, 2020, 2:00 PM
    Webinar
    The Ultimate Advisor Virtual Summit is a 5-Day Summit created to help provide financial advisors with the tools, resources & strategies necessary to geometrically grow their practices during this challenging time.
    Share
  • Sep 17, 2020, 5:00 PM – 6:00 PM
    Webinar
    Every 3rd Thursday!!! Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.
    Share
  • Sep 17, 2020, 11:00 AM – 12:00 PM
    Webinar
    What financial advisors and CFP® professionals need to know about Regulatory Exams and Audits.
    Share
  • Sep 15, 2020, 1:00 PM – 2:00 PM
    Webinar
    AAG Representatives Ryan S. Ponsford and Hank Sanders will present the topic "Monetizing home equity to benefit clients and your business in ways you didn’t know existed".
    Share
  • Sep 10, 2020, 1:00 PM – 2:00 PM
    Webinar
    In 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”.
    Share
  • Aug 20, 2020, 5:00 PM – 6:00 PM
    Webinar
    Every 3rd Thursday!!! Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.
    Share
  • Jul 23, 2020, 3:00 PM – 5:00 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!
    Share
  • Jul 21, 2020, 12:00 PM – 1:00 PM
    Webinar
    Harbor 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.
    Share
  • Jul 16, 2020, 5:00 PM – 6:00 PM
    Webinar
    Every 3rd Thursday!!! Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.
    Share
  • Jul 16, 2020, 12:30 PM – 1:30 PM
    Webinar
    This 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.
    Share
  • Jul 01, 2020, 12:00 PM – 1:00 PM
    Webinar
    Ash Brokerage National Spokesperson for Disability Income/Long-Term Care, Bryan Langdon and Richard Newman Life Audit Professional, LLC will present "Long-term Care Options".
    Share
  • Jun 25, 2020, 12:00 PM – 1:00 PM
    Webinar
    Home Equity Solutions for Mass Affluent Retirees in an Uncertain Market.
    Share
  • Jun 25, 2020, 11:00 AM – 12:30 PM
    Webinar
    The International Practice Management Series will kick-off with a session entitled “International Financial Planning: The New Frontier."
    Share
  • Jun 24, 2020, 11:00 AM – 12:00 PM
    Webinar
    Given 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,
    Share
  • Jun 23, 2020, 4:30 PM – 5:30 PM
    Webinar
    TD Ameritrade Institutional Strategists, Mike Turvey, CFP®, CMT, Clint Cowles, CMT and Michael McKerr will present "Strategies for Earnings and Special Events".
    Share
  • Jun 18, 2020, 5:00 PM – 6:00 PM
    Webinar
    Every 3rd Thursday!!! Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.
    Share
  • Jun 17, 2020, 11:00 AM – 12:00 PM
    Webinar
    With 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.
    Share
  • Jun 12, 2020, 2:30 PM – 3:30 PM
    Webinar
    Join the Financial Planning Association of Miami in a roundtable panel event to discuss recent events and how to have difficult conversations with clients, co-workers and employees.
    Share
  • Jun 11, 2020, 5:00 PM – 6:30 PM
    Webinar
    Please join us for a session with LISSETTE - an instructor focused on Pranayama breathing and energetic meditation. Open to all!!!
    Share
  • Jun 10, 2020, 10:00 AM – 11:30 AM
    Webinar
    Free industry wide web series with Stephanie Bogan, Michael Kitces, Suzanne Siracuse and Adam Cmejla of Limitless Adviser Coaching. OPEN FOR OPPORTUNITY| How to Deliver Value & Drive Growth in Any Market.
    Share
  • Jun 09, 2020, 12:00 PM – 1:00 PM
    Webinar
    Carillon Tower Advisers Director Matt Orton, will present "Themes for a New Normal: Making Sense of Market Volatility and the Opportunities It Can Create"
    Share
  • Jun 04, 2020, 12:30 PM – 2:00 PM
    Webinar
    A 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.
    Share
  • Jun 03, 2020, 10:00 AM – 11:30 AM
    Webinar
    Free industry wide web series with Stephanie Bogan, Michael Kitces, Suzanne Siracuse and Adam Cmejla of Limitless Adviser Coaching. OPEN FOR OPPORTUNITY| How to Deliver Value & Drive Growth in Any Market.
    Share
  • May 28, 2020, 12:00 PM – 1:00 PM
    Webinar
    If you are considering going Independent or have now decided that this is the path for your practice, join us to learn about what your next steps are to get prepared to launch your own RIA.
    Share
  • May 21, 2020, 5:00 PM – 6:00 PM
    Webinar
    Grab your favorite beverage and join us for our virtual Happy Hour! Led by FPA of Miami Director, Danqin Fang.
    Share
  • May 15, 2020, 12:00 PM – 1:00 PM
    Webinar
    T.Rowe Price executives Wayne C. Ewan and Katie Erich will present on the topic of "Women and Investing". The session will be moderated by FPA of Miami Director Danqin Fang.
    Share
  • May 13, 2020, 2:00 PM – 3:00 PM
    Webinar
    Come prepared to share and hear how your professional peers are managing through the COVID-19 crisis, advising clients, and dealing with the new remote reality - for all chapter members and partners of our local financial planning community.
    Share
  • May 01, 2020, 11:00 AM – 12:00 PM
    Webinar
    Fidelma Fariñas-Cobas (Senior Investment Consultant - City National Rochdale) will present on the topic "Behavioral Finance | Guiding Clients During Turbulent Times".
    Share
  • Apr 28, 2020, 8:30 AM – 10:00 AM
    Webinar
    The purpose of this group will be to discuss the opportunities and challenges of running your own business either affiliated with an Independent Broker Dealer, Corporate RIA or through your own Independent RIA.
    Share
  • Apr 24, 2020, 12:30 PM – 1:30 PM
    Webinar
    Josh Blum ( Home Equity Retirement Specialist - Mutual of Omaha) will present on the topic "Incorporating the Housing Asset In Retirement Planning".
    Share
  • Apr 15, 2020, 2:00 PM – 3:00 PM
    Webinar
    Webinar: Five Actions to Help Your Elderly Clients During the COVID-19 Crisis - 1 CFP Credit
    Share
  • Apr 07, 2020, 2:00 PM – 3:00 PM
    Webinar
    Webinar: How to Use the 7-Step Process to Build Trust, Commitment and Impact in Turbulent Times - 1 CFP Credit
    Share
  • Wed, Feb 19
    Federal Reserve Bank of Atlanta (Doral)
    Feb 19, 2020, 5:00 PM – 7:30 PM
    Federal Reserve Bank of Atlanta (Doral), 9100 NW 36th St, Miami, FL 33178, USA
    Federal Reserve Economic update - presented by Karen Gilmore (Vice President and Regional Executive for Federal Reserve Bank of Atlanta - Miami Branch)
    Share
  • Jan 29, 2020, 5:30 PM – 8:00 PM
    KPMG LLP | Brickell City Centre, 78 SW 7th St, Miami, FL 33130, USA
    The 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
    Share
  • Thu, Nov 21
    Rusty Pelican Miami
    Nov 21, 2019, 8:00 AM – 4:00 PM
    Rusty Pelican Miami , 3201 Rickenbacker Causeway, Key Biscayne, FL 33149, USA
    The 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.
    Share
  • Thu, Nov 07
    JW Marriott Miami
    Nov 07, 2019, 8:00 AM – 7:00 PM
    JW Marriott Miami, 1109 Brickell Ave, Miami, FL 33131, USA
    Join 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.
    Share
  • Oct 17, 2019, 5:00 PM – 8:00 PM
    Akerman LLP, Brickell City Centre , 98 SE 7th St, #1100, Miami, FL 33131, USA
    Two 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
    Share
  • Tue, Oct 15
    Aon Private Risk Management: Suite 1100
    Oct 15, 2019, 5:30 PM – 8:00 PM
    Aon Private Risk Management: Suite 1100, 1001 Brickell Bay Dr, Miami, FL 33131, USA
    Please join us for our Women's Council/Nexgen dinner event! Discussion focus - "Lever up - How to advance your career in Financial Planning".
    Share
  • Sep 26, 2019, 7:30 AM – 9:00 AM
    Offices 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).
    Share
  • Sep 19, 2019, 5:30 PM – 8:30 PM
    EAST, Miami, 788 Brickell Plaza, Miami, FL 33131, USA
    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.
    Share
  • Jul 17, 2019, 8:00 AM – 9:30 AM
    United Way of Miami Dade , 3250 SW 3rd Ave, Miami, FL 33129, USA
    Planning 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.
    Share
  • Wed, Jul 10
    Courtyard by Marriott Miami D/T-Brickell
    Jul 10, 2019, 2:00 PM – 4:00 PM
    Courtyard by Marriott Miami D/T-Brickell, 200 SE 2nd Ave, Miami, FL 33131, USA
    Code of Ethics and Standards of Conduct. The Session satisfies the CFP® Board two (2) hour Ethics requirement.
    Share
  • Jun 14, 2019, 8:00 AM – 9:30 AM
    Pension Services, Inc., Suite 900, 3150 SW 38th Ave, Miami, FL 33146, USA
    The 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."
    Share
  • May 22, 2019, 8:00 AM – 9:30 AM
    Duane Morris LLP, 201 S Biscayne Blvd # 3400, Miami, FL 33131, USA
    Ram Shastri (Katz Barron) will be joined by two attorney panelists to discuss - "Helping International Clients Invest in the U.S. and Stay"
    Share
  • May 08, 2019, 5:30 PM – 7:45 PM
    EAST, Miami, 788 Brickell Ave, Miami, FL 33131, USA
    This 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".
    Share
  • Wed, Apr 03
    Holland & Knight LLP, 33rd Floor
    Apr 03, 2019, 5:30 PM – 8:30 PM
    Holland & Knight LLP, 33rd Floor, 701 Brickell Ave, Miami, FL 33131, USA
    Please join us for this FPA of Miami dinner, featuring a panel discussion on "Preparing Owners for the Sale of a Business" and a presentation on "Planning with Structured Credit".
    Share
  • Wed, Jan 23
    Watsco Center - UM
    Jan 23, 2019, 5:30 PM – 8:30 PM
    Watsco Center - UM, 1245 Dauer Dr, Coral Gables, FL 33146, USA
    Two dynamic sessions: 1) Incapacity Planning, with Bart Chepenik of Chepenik Trushin 2) The Evolution of Advice, with Saul Mendoza of Vanguard
    Share
  • Oct 11, 2018, 5:30 PM – 9:30 PM
    Shutts & Bowen LLP, 200 S Biscayne Blvd #4100, Miami, FL 33131, USA
    This 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".
    Share
  • Jun 07, 2018, 7:00 AM
    Aon Risk Solutions, 1001 Brickell Bay Dr, 11th Floor, Miami, FL 33131, USA
    An interactive session hosted and moderated by Joe Clark, Chief Growth Officer, Aon Risk Solutions - '14 Items to Execute for Family Safety, Security, and Cyber Protection'.
    Share
  • May 29, 2018, 5:30 PM – 8:00 PM
    Watsco Center , 1245 Dauer Dr, Coral Gables, FL 33146, USA
    Two 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
    Share
  • Apr 24, 2018, 5:30 PM – 8:00 PM
    Holland & Knight, 701 Brickell Ave , Suite 3300, Fl, Miami, FL 33131, USA
    Talking M&A/ Nuances of Buying & Selling a Business Talking Tax Residency/Domicile Hosted by the law firm Holland & Knight
    Share
  • Apr 19, 2018, 7:30 AM
    EisnerAmper LLP, 1001 Brickell Bay Dr #1400, Miami, FL 33131, USA
    Q&A about how adding a death benefit to a portfolio for a multi-generational family can increase the risk weighted return.
    Share
  • Mar 28, 2018, 5:30 PM – 8:00 PM
    Watsco Center, 1245 Dauer Dr, Coral Gables, FL 33146, USA
    "ARTIFICIAL INTELLIGENCE - separating fact from fiction and hype from reality" and "PUTTING A VALUE ON YOUR VALUE - Vanguard Quantifying Advisor’s Alpha"
    Share
  • Wed, Mar 21
    Batch Gastropub: Miami
    Mar 21, 2018, 6:00 PM – 7:30 PM
    Batch Gastropub: Miami, 30 SW 12th St, Miami, FL 33130, USA
    Please join us for our first Networker of 2018! The event will be held at the Batch Gastopub in Brickell.
    Share
  • Mar 01, 2018, 8:00 AM – 9:30 AM
    UBS AG, 701 Brickell Ave #3250, Miami, FL 33131, USA
    Practice Management Breakfast: Discussion Sustainable Investing
    Share
  • Feb 27, 2018, 5:30 PM – 8:00 PM
    Bilzin Sumberg, 1450 Brickell Avenue, 23rd Floor, Miami, FL 33131, USA
    Please 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
    Share
  • Tue, Feb 20
    801 Brickell Ave Ste 1050, Miami, FL 33131
    Feb 20, 2018, 7:30 AM – 9:30 AM
    801 Brickell Ave Ste 1050, Miami, FL 33131
    Practice Management Breakfast - Discussion on Tax Reform - presented & hosted by CPA firm RSM
    Share
  • Jan 29, 2018, 5:30 PM – 8:00 PM
    Watsco Center, 1245 Dauer Dr, Coral Gables, FL 33146, USA
    "Cyber Security Update" with Kaufman Rossin & "Taking An Alternative Path - From Asset Manager to Income Manager" with S2K Financial
    Share

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 

  • Facebook FPA Miami
  • Instagram FPA of Miami
  • Twitter Social Icon