Past Events
Tue, Dec 07Online Event
Thu, Dec 02Jaxson Maximus Miami- Wed, Dec 01Online Event
Thu, Nov 18Online Event
Tue, Nov 16Online
Wed, Nov 10Sheraton Miami Airport Hotel & ExecutiveNov 10, 2021, 8:30 AM – 5:00 PMSheraton Miami Airport Hotel & Executive, 3900 NW 21st St, Miami, FL 33142, USAThe 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!!
Thu, Nov 04OnlineNov 04, 2021, 6:00 PM – 10:00 PM EDTOnlineThis year, the student Stock Market Challenge will be a fully virtual program and event for over 900 student participants, thanks to your wise investment! The in-class programs will begin in September 2021 and the student competition will take place over a two-week period in October.
Thu, Oct 21Webinar
Thu, Oct 07TopGolf Doral
Thu, Oct 07Online Event
Thu, Sep 16WebinarSep 16, 2021, 5:00 PM – 6:00 PMWebinarHappy Hour! We are calling on all people new to the profession who would like to discuss becoming a Certified Financial Planner. To the CFP's, please bring to the conversation your path to becoming a CFP, the status of the current marketplace, along with some helpful tips.
Tue, Sep 14North Italia #111Sep 14, 2021, 5:30 PM – 7:30 PM EDTNorth Italia #111, 900 S Miami Ave, Miami, FL 33130, USAYou're invited to join the Junior Achievement Young Professionals on Tuesday, September 14th from 5:30 - 7:30PM at North Italia for an outdoor happy hour to learn about Junior Achievement while having a good time and networking with other professionals!- Wed, Aug 25Online Event
Tue, Aug 24Webinar
Thu, Aug 19Webinar
Tue, Jul 20Webinar
Thu, Jul 15Webinar- Wed, Jun 30Online Event
Fri, Jun 25Online Event
Thu, Jun 24Online Event
Wed, Jun 23Webinar
Thu, Jun 17WebinarJun 17, 2021, 5:00 PM – 6:00 PM EDTWebinarHappy Hour! Female Advisors will join FPA of Miami Directors, Pam Kirkpatrick and Debbie Badillo to address the challenges and possible solutions for female advisors in client meetings talking about investments to male clients in front of male advisors.
Thu, Jun 17Webinar- Thu, Jun 10WebinarJun 10, 2021, 12:00 PM – 1:00 PM EDTWebinarJoin us for a two-part session entitled - Thriving in a Virtual World (June 10th & 17th). The sessions will be led by Colin C Lake. CIMA®, whilst attendees enjoy lunch delivered via UberEats or join us in-person for lunch and a "Watch Party" at Ruth's Chris in Coral Gables.
Fri, May 07WebinarMay 07, 2021, 1:15 PM – 2:15 PM EDTWebinarMike Lee, Elite Performance Coach will present “Locked In – The Art of Resilient Performance From NBA’s Elite”. In this high-impact program, Mike shares personal stories, strategies and mindsets he’s learned from times on the court with players like Steph Curry, Joel Embiid and Malcolm Brogdon.- Fri, May 07Online
Wed, Apr 21Webinar
Mon, Apr 19WebinarApr 19, 2021, 12:00 PM – 1:00 PM EDTWebinarProfessor Paul Borochin with the University Of Miami will present a broad overview on the Current Trends in Fintech and then lead into his research findings. This is a Joint Partner event with the CFA Societies of Miami and South Florida. One (1) CE Credit
Fri, Apr 16Webinar
Thu, Apr 15Webinar
Thu, Mar 25Webinar- Fri, Mar 19Online
Thu, Mar 18Webinar
Thu, Mar 18Webinar
Tue, Mar 16Webinar
Thu, Feb 25Webinar
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 – 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.
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!!!!
Tue, Oct 27Webinar
Thu, Oct 22Webinar
Thu, Oct 15Webinar
Wed, Oct 14Webinar
Wed, Oct 14Webex- Thu, Oct 08Webinar
Fri, Sep 25Webinar
Tue, Sep 22Webinar
Mon, Sep 21Webinar