Past Events

  • "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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  • The Junior Achievement Stock Market Challenge is BACK!
    Nov 04, 2021, 6:00 PM – 10:00 PM EDT
    Online
    This 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.
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  • Happy Hour! JOIN US! October 21 | “Pop Up” Social Mindfulness Initiative Happy Hour
    Oct 21, 2021, 5:00 PM – 6:00 PM EDT
    Webinar
    Happy Hour! “Pop Up” Social Mindfulness Initiative Happy Hour – October 21st from 5pm to 6pm – Register now! Special Symposium Discount for Registrants who Attend Topic: Fourth Quarter Ruminations – Strengths & Weaknesses to Leap into 2022
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  • Thursday, October 7 | Invesco TopGolf Social
    Oct 07, 2021, 5:00 PM – 7:00 PM
    TopGolf Doral, 11850 NW 22nd St, Doral, FL 33182, USA
    Join us for a great evening social at TopGolf in Doral. Kindly sponsored by our Partner, Invesco (John-Dylan Romann and Chris Schwall).
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  • Estate Planning-Charitable Gifts | October 7, 2021
    Oct 07, 2021, 2:00 PM – 3:00 PM EDT
    Online Event
    How Charitable Giving and Philanthropy can Benefit Clients and Their Legacy presented by FPA of Miami Partner, Vi at Aventura.
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  • JOIN US! September 16 | Happy Hour! The CFP Profession - Let's Discuss!
    Sep 16, 2021, 5:00 PM – 6:00 PM
    Webinar
    Happy 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.
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  • Junior Achievement.....The happiest hour yet:-)...
    Sep 14, 2021, 5:30 PM – 7:30 PM EDT
    North Italia #111, 900 S Miami Ave, Miami, FL 33130, USA
    You'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!
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  • Portfolio insights: Effective investment strategies in the current market | August 25, 2021
    Aug 25, 2021, 10:00 AM – 11:00 AM EDT
    Online Event
    In this webinar, Ryan Barksdale, CFA, CFP®, Vanguard’s head of PA&C, will discuss key portfolio construction trends across asset classes, sectors, and investment styles.
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  • JOIN US! August 24, 2021 | CE Credits (1) | How a Paraplanner Can Help You Grow Your Financial Services Business
    Aug 24, 2021, 8:30 AM – 9:30 AM EDT
    Webinar
    How a Paraplanner Can Help You Grow Your Financial Services Business | Special Guest: Carrie Jones, CFP®, FPA of Florida President
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  • JOIN US! August 19 | Happy Hour! Bridging the Gap!
    Aug 19, 2021, 5:00 PM – 6:00 PM EDT
    Webinar
    Happy Hour! FPA of Miami Directors, Pam Kirkpatrick and Debra Badillo will lead this Happy Hour! Meet with friends and colleagues to discuss bridging the gap of the transition from working remotely to working both remotely and in the office.
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  • JOIN US! July 20, 2021 | CE Credits (2) | FPA of Florida Workshop
    Jul 20, 2021, 1:00 PM – 3:15 PM EDT
    Webinar
    FPA of Florida Workshop featuring Kitces.com's Jeff Levine and National Money Expert Ellen Rogin.
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  • JOIN US! July 15 | Happy Hour! Social Mindfulness
    Jul 15, 2021, 5:00 PM – 6:00 PM EDT
    Webinar
    Happy Hour! FPA of Miami Directors, Pam Kirkpatrick, Daniel Elie and Debra Badillo will lead this Happy Hour!
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  • Midyear Outlook: Economic insights and portfolio opportunities | June 30, 2021
    Jun 30, 2021, 1:00 PM – 2:00 PM EDT
    Online Event
    Midyear Outlook: Economic insights and portfolio opportunities. What's in store for global markets and the economy in the second half of 2021? Get answers at a virtual Q&A event featuring a Vanguard senior economist and two portfolio experts.
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  • Retirement Portfolio Planning in Unprecedented Times| CE Credit | June 25, 2021
    Jun 25, 2021, 11:00 AM – 12:00 PM EDT
    Online Event
    Retirement Portfolio Planning in Unprecedented Times
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  • Tax Advantages of Living in a Life Plan Community | June 24, 2021
    Jun 24, 2021, 2:00 PM – 3:00 PM EDT
    Online Event
    Tax Advantages of Living in a Life Plan Community presented by FPA of Miami Partner, Vi at Aventura.
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  • JOIN US! June 23, 2021 | CE Credits (2) | Ethics for CFP Professionals
    Jun 23, 2021, 1:00 PM – 3:00 PM EDT
    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!
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  • JOIN US! June 17, 2021 | Happy Hour! Female Advisors Discussion
    Jun 17, 2021, 5:00 PM – 6:00 PM EDT
    Webinar
    Happy 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.
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  • JOIN US! June 17th, 2021 | CE Credit | Thriving in a Virtual World (#2)
    Jun 17, 2021, 12:00 PM – 1:00 PM EDT
    Webinar
    Join 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 (provided by Partner Carillon Towers).
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  • JOIN US! June 10th, 2021 | CE Credit | Thriving in a Virtual World (#1)
    Jun 10, 2021, 12:00 PM – 1:00 PM EDT
    Webinar
    Join 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.
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  • JOIN US! May 20, 2021 | Happy Hour! Social Mindfulness - Master Your Money Quiz!
    May 20, 2021, 5:00 PM – 6:00 PM EDT
    Webinar
    Happy Hour! Janet Hutchens (Social Mindfulness Speaker) will join FPA of Miami Director, Pam Kirkpatrick leading a Master Your Money Quiz, Sound Healing and Meditation session.
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  • JOIN US! May 7, 2021 | "Locked In – The Art of Resilient Performance From NBA’s Elite”
    May 07, 2021, 1:15 PM – 2:15 PM EDT
    Webinar
    Mike 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.
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  • Junior Achievement Virtual Volunteer Opportunities!
    May 07, 2021, 9:00 AM EDT – Jun 02, 2021, 11:30 AM EDT
    Online
    Join your fellow FPA of Miami members, friends and colleagues for Junior Achievement Virtual Volunteer Opportunities!
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  • Retirement Resilience Program: Volunteers Needed! | April 23 - May 14, 2021
    Apr 23, 2021, 9:00 AM EDT – May 14, 2021, 5:00 PM EDT
    Online
    Volunteer with your fellow FPA of Miami members, friends and colleagues for the Retirement Resilience Program | April 23 - May 14, 2021
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  • JOIN US! April 21, 2021 | NexGen Membership Value Presentation
    Apr 21, 2021, 5:00 PM – 6:00 PM
    Webinar
    NexGen Membership Value Presentation - Presentation by Debbie Badillo and Kenny Davin
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  • Monday, April 19 | Current Trends in Fintech | Partner Event with CFA Societies (Miami & South Florida) | CE Credits (1)
    Apr 19, 2021, 12:00 PM – 1:00 PM EDT
    Webinar
    Professor 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
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  • JOIN US! April 16, 2021 @ 3pm | Millennial Money
    Apr 16, 2021, 3:00 PM – 4:00 PM
    Webinar
    Millennial Money! A presentation by Angela Moore From Modern Money Advisor, to discuss money management for the Next Generation.
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  • JOIN US! April 15, 2021 | Social - Leveraging Technology to Deepen Client Relationships with Social Mindfulness!
    Apr 15, 2021, 12:00 PM – 1:00 PM
    Webinar
    Social! Leveraging Technology to Deepen Client Relationships with Social Mindfulness!
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  • Cents Ability - New Volunteers Virtual Teacher Training | April 7th, 2021
    Apr 07, 2021, 12:00 PM – 1:30 PM
    Online
    Join your fellow FPA of Miami members, friends and colleagues for a Cents Ability - New Volunteers Virtual Teacher Training on April 7th @12PM-1:30PM
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  • JOIN US! March 25, 2021 | Market Outlook with City National Rochdale
    Mar 25, 2021, 11:00 AM – 12:00 PM
    Webinar
    Market Update with City National Rochdale. Informative discussion focused on a 2021 economic outlook and CNRs approach to guiding client portfolios in the current environment.
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  • Junior Achievement Virtual Volunteer Day | Citrus Grove Elementary on March 19, 2021
    Mar 19, 2021, 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 March 19, 2021 @9AM-11:30AM
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  • JOIN US! March 18, 2021 | Social: Leveraging Technology to Deepen Client Relationships
    Mar 18, 2021, 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. Session sponsored by our friends at Cirrus Capital - Bryan D. Franco, CFA and Will Hubbard.
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  • JOIN US! March 18, 2021 | CE Credit | International Wealth Planning and the Future of Philanthropy
    Mar 18, 2021, 10:30 AM – 11:30 AM
    Webinar
    International Wealth Planning and the Future of Philanthropy - Panel Discussion. The panelists are Gina M. Pereira (Meritus) and Luca Bonetto (G&P Group ) with the session moderated by VISTRA representatives Chris Marquis and Raúl Markos.
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  • JOIN US! March 16, 2021 | Connecting with Clients and Growing your Practice in a Virtual World
    Mar 16, 2021, 11:30 AM – 12:30 PM
    Webinar
    Round table discussion led by Paul Kingsman (Ash Brokerage), Kaitlin Copenhaver (Ash Brokerage) and Ryan Buckley (First Eagle Investment Management) to discuss Connecting with Clients and Growing your Practice in a Virtual World.
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  • Junior Achievement Virtual Volunteer Opportunities | March 16 - April 20
    Mar 16, 2021, 8:00 AM – Apr 20, 2021, 3:00 PM
    Online
    Join your fellow FPA of Miami members, friends and colleagues for Junior Achievement Virtual Volunteer Opportunities - March 16 - April 20
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  • JOIN US! February 25, 2021 | Student Career Panel Discussion
    Feb 25, 2021, 6:00 PM – 8:00 PM
    Webinar
    Student Career Panel Discussion - Industry professionals from the wealth management and financial planning fields will share their career stories.
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  • Wednesday, February 24th | CE Credit | THE COVID ECONOMY - Federal Reserve Presentation
    Feb 24, 2021, 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.
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  • Junior Achievement Virtual Volunteer Day | Morningside K-8 Academy on Feb 24!
    Feb 24, 2021, 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.
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  • JOIN US! February 18, 2021 | Social: Leveraging Technology to Deepen Client Relationships
    Feb 18, 2021, 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.
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  • JOIN US! February 17th, 2021 | CE Credit | 2021 US Market Outlook
    Feb 17, 2021, 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).
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  • JOIN US! January 21, 2021 | Happy Hour! Introducing Social Mindfulness!
    Jan 21, 2021, 5:00 PM – 6:00 PM
    Webinar
    Happy Hour! Introducing Social Mindfulness! Led by FPA of Miami Directors, Pam Kirkpatrick and Cammy Smith.
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  • JOIN US! January 19, 2021 | Setting your Clients Up for Success: Paying for Long Term Care
    Jan 19, 2021, 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"
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  • JOIN US! December 9, 2020 | Partner Round Table with Vanguard
    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.
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  • Avantis Investors | Mutual Funds & EFT's | Dec 8 2020 CFP® CE Submission
    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
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  • JOIN US! December 8, 2020 | Mutual Funds & EFT's - Comparing and Contrasting
    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".
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  • FPA of Miami 15th Annual Symposium
    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.
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  • FPA of Miami Symposium - "Taste of Miami" Box
    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!!!!
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  • JOIN US! October 27, 2020 | CE Credit | International Planning in the Time of Covid.
    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."
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  • JOIN US! October 22nd, 2020 | Student Career Panel Discussion
    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.
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  • JOIN US! October 15, 2020 | Happy Hour - with a Virtual Sound Healing Session!
    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.
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  • JOIN US! October 15, 2020 | Vanguard  Advisor Symposium
    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.
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  • JOIN US! October 14, 2020 | CE Credit | Climbing the Wall of Worry: Risks and Opportunities Around U.S. Elections
    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"
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  • JOIN US! October 14, 2020 | Using Holistic and Integrated Planning:Helping Clients Benefit from the Longevity Bonus
    Oct 14, 2020, 11:00 AM – 12:00 PM
    Webex
    Using Holistic and Integrated Planning: Helping Clients Benefit from the Longevity Bonus
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  • Thursday, October 8th | Partner Event with Estate Planning Council | CE Credits (2)
    Oct 08, 2020, 11:30 AM – 1:30 PM
    Webinar
    Two dynamic sessions: 1)The Case for Virtual Currencies in the Age of COVID-19 2) Resiliency, and Contingency Planning for Individuals and Businesses in the Age of COVID-19 Two (2) CE Credits.
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  • JOIN US! Sept 25, 2020 | CE Credit | Business Models: The Business case for Outsourced Investment Management| Webinar
    Sep 25, 2020, 11:00 AM – 12:30 PM
    Webinar
    Business Models: The Business case for Outsourced Investment Management - further details TBA
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  • JOIN US! September 22, 2020 | CE Credit | Semi-transparent ETFs: The Next Evolution of the ETF Industry
    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".
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  • JOIN US! September 21-25, 2020 | The Ultimate Advisor Virtual Event
    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.
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