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  • Jonathan Cameron, CFP®

WOW! All-star Symposium Lineup Set!

The FPA of Miami Symposium Committee & Board of Directors has finalized the slate of speakers for the upcoming 13th Annual Symposium on Thursday, November 29th at the law offices of Akerman LLP at the Brickell City Center. We are truly excited to announce an incredible all-star lineup of speakers whom will present at what we hope to be the biggest day for financial planning professionals anywhere this year. More details will be coming, but for now - we can announce the following confirmed speakers:


Dr. David Kelly - Chief Global Strategies at J.P. Morgan Asset Management


Karen Gilmore - Vice President and Regional Executive at the Miami Branch of the Federal Reserve Bank of Atlanta


Dan Egan - Director of Behavioral Finance & Investing at Betterment


Dr. John Evans, Jr. Ed - Executive Director of Janus Henderson Labs


Ward Bortz - Director, Blackrock | Factor-Based Strategies Group


Richard Milstein - Partner and Chair of the Trust, Probate, and Family Law Section at Akerman LLP Miami


Robert Sofia - Founder & CEO of Snappy Kraken


Joe Jordan - Inspirational Speaker and Founder of Insured Retirement Institute


Barons Top Advisor Panel - Including Adam Carlin - Managing Director at Morgan Stanley. Elaine King - CEO and Founder of Family & Money Matters

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