Virtual Team Meeting

2020 Symposium |November 19, 2020

Virtual Event - Details Below

2020 FPA of Miami Symposium 

Thursday, November 19, 2020

The 15th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2020. 

Being held virtually. Full day event sessions starts at 9:00 am (registration and mixer 8:00-9:00 am), 13 sessions (4 keynote/9 concurrent), qualifies for 7 hours of continuing education credits.

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

Dr. David Kelly | Chief Global Strategist, J.P. Morgan

Keynote Webinar | The pandemic, politics, and policy: A Guide to the Markets

9:00 am - 10. 00  am

Robert Powell CFP® | Renowned Journalist

Webinar | "Cutting-Edge Retirement Planning Strategies"

10:10 am - 11:00 am | Concurrent Session 1

Angela Moore CFP® | Panel discussion with Modern Money Advisors/XYPN Advisors

Webinar | Financial Coaching/fee for advice business

10:10 am - 11:00 am | Concurrent Session 2

Steve Silverman | Panel Discussion with Richard DeNapoli (Coral Gables Trust), and Linda Lubitz Boone (The Lubitz Financial Group)

Webinar | "What changes has the Virus caused in Estate Planning, Banking and Financial Planning"

10:10 am - 11:00 am | Concurrent Session 3

Charles Goldman | President & CEO, Assetmark

Keynote Webinar | "The Future of Financial Advice"

​11:00 am - 12:00 pm | Keynote

Jeff Levine | Director of Advisor Education, Kitces.com

Keynote Webinar | "10 Essential Questions to Lower Clients Tax Liabilities"

​1:00 pm - 1:50 pm | Keynote

Emily Chiang, CFP®, MBA| Owner of EMC Succession Planning, LLC

Webinar | "A Step-By-Step Succession Planning Proccess And Procedure"

2:00 pm - 2:50 pm | Concurrent Session 4

Please reload

Caleb Brown, MBA, CFP®| CEO & Co-Founder New Planner Recruiting "Their Success is Your Success"

Webinar | ‘Recruiting and Managing Talent in a Post Covid-19 World”

2:00 pm - 2:50 pm | Concurrent Session 5

Angie Herbers/ With Brandon Moss | Herbers & Company

Webinar | "Trends Shaping the Profession and the Total Client Experience"

2:00 pm - 2:50 pm | Concurrent Session 6

Dr. Wade Pfau, PhD, CFA, RICP | The American College of Financial Services

Keynote Webinar | "Retirement Planning During COVID-19"

3:00 pm - 3:50 pm |Keynote

Dr. Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax | The American College of Financial Services

Webinar | Education Planning for the Next Decade: Practical Planning Strategies for Success

4:00 pm - 4:50 pm | Concurrent session 7

Elaine King | Panel discussion with Cathy Pareto & Amy Lawrence

Webinar | "A Discussion on Diversity and Inclusion in the Financial Planning Industry from South Florida's Top Female Advisors"

4:00 pm - 4:50 pm | Concurrent session 8

Katherine Doble | Panel Discussion - Digital Marketing CEO, Ingage.Biz

Webinar | Social Media Marketing

4:00 pm - 4:50 pm | Concurrent session 9

Please reload

2019 Symposium Highlights Video Below

Heading 2

2018 Symposium Highlights Video Below 

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