Symposium

2019 Annual
Symposium

2019 FPA of Miami Symposium | Thursday, November 21, 2019

The 14th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2019. 

Being held at the Rusty Pelican| 3201 Rickenbacker Causeway | Key Biscayne | Grand Ballroom | FL 33149.

Full day event starts at 8:00 am (registration 7:15-8:00 am), includes 9 sessions, qualifies for 7 hours of continuing education credits.

Register at www.fpamiami.com/symposium or contact Beverley Todd at info@fpamiami.org

Stephanie Bogan | CEO & Founder, Educe, Inc.

The 7 Mindsets of Success How to build a wildly successful business and life you love

8:10 am - 9. 00  am

Richard Brink, CFA | AllianceBernstein

Build a Better Path: Making Investment Choices in a New Market Landscape

9:10 am - 10:00 am

Jarrett Bostwick | Co-Founder of Spearhead Capital

Planning with Private Placement Life Insurance & Variable Annuities (PPLI/PPVA)

10:25 am - 11:15 am | Concurrent Session 1

Jeffrey Levine | Director of Advisor Education, Kitces.com

Advanced Roth Planning; How to Squeeze More Juice Out of the Tax Lemon

10:25 am - 11:15 am

Concurrent Session 2

Rick Ferri, CFA | Founder of Rick Ferri, LLC

The Education of an Index Investor

​11:25 am - 12:15 pm | Concurrent Session 3

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John Salter, PhD| Associate Professor of Financial Planning, Texas Tech University

Hiring Your Firm’s NexGen Talent: Spotlight on University Degree Programs

11:25 am - 12:15 pm | Concurrent Session 4

Rianka Dorsainvil | Founder & President at Your Greatest Contribution (YGC)

Increasing your Cultural Competency to Better Serve Clients

12:35 pm - 1:25 pm | LUNCH PRESENTATION 

Jeffrey Levine | Director of Advisor Education, Kitces.com

9 Critical IRA Errors Advisors Must Avoid

1:45 pm - 2:45 pm

Richard Wilson | CEO, Family Office Club Association

Centimillionaire Migraines: Top Headaches of $100M+ Families and the $1M Mistakes these Families Often Make

2:55 pm - 3:45 pm 

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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 

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