FPA of Central Florida

??Symposium Agenda Update Coming Soon! The agenda for the 35th Annual FPA of Central Florida Symposium is almost finalized, and it’s packed with sessions that will elevate your career and practice! ?? February 3 & 4, 2025 – Save the date and stay tuned for updates! Thank you to our Underwriter Sponsor, Florida Prepaid College Board; our Platinum Sponsors, Dimensional Fund Advisors, KeyBella Homes at eXp Realty, Jump, Eckard Enterprises, LLC; our Gold Sponsors, Contango Investments, Inc., Columbia Threadneedle Investments, US, LongwoodCPA, Senior Plan Options, Vanguard, Village on the Green, Inland Securities, and Andes Risk; our Silver Sponsors, Raisin and SIT MUTUAL FUNDS INC; and our Lunch Sponsor, Franklin Templeton ETFs. Your commitment makes this event possible and strengthens our financial planning community! #FPACentralFL #FPASymposium #35thAnniversary #AgendaComingSoon

We are proud to introduce Florida Prepaid College Board as a Chapter Underwriter Sponsor for the 35th Annual FPA of Central Florida Symposium! As the longest-running prepaid college savings program in the nation, Florida Prepaid has been helping families afford college since 1988. They’ve empowered over 1 million families to save for higher education, and their plans are fully guaranteed by the State of Florida—making them the most successful and secure option for college savings. In addition to their renowned Prepaid College Plans, Florida Prepaid offers a Morningstar medal-winning 529 Savings Plan, giving families even more investment options for their children’s future. Thank you, Florida Prepaid, for your support! ?? February 3 & 4, 2025 – Join us at the Symposium! ?? https://lnkd.in/g5aK-M78 #FPACentralFL #FPASymposium #SponsorSpotlight #FloridaPrepaid #CollegeSavings #35thAnniversary

Early Bird Savings – Don’t Miss Out! Early Bird Pricing is available now for the 35th Annual FPA of Central Florida Symposium! By registering early, you’ll not only secure your spot at this milestone event, but you’ll also save significantly on your registration fees: Members: $249 (Regular price: $324) Non-Members: $349 (Regular price: $449) Students: $75 February 3 & 4, 2025 – Celebrate 35 years of excellence in financial planning! ?? https://lnkd.in/g5aK-M78 Thank you to our Underwriter Sponsor, Florida Prepaid College Board; our Platinum Sponsors, Dimensional Fund Advisors, KeyBella Homes at eXp Realty, Jump, Eckard Enterprises, LLC; our Gold Sponsors, Contango Investments, Inc., Columbia Threadneedle Investments, US, LongwoodCPA, Senior Plan Options, Vanguard, Village on the Green a Lifespace Community, and Andes Risk; our Silver Sponsors, Raisin and SIT MUTUAL FUNDS INC; and our Lunch Sponsor, Franklin Templeton ETFs. Your commitment makes this event possible and strengthens our financial planning community! #FPACentralFL #FPASymposium #EarlyBirdSavings #35thAnniversary #FinancialPlanning

Congratulations to FPA of Central Florida member firm Moisand Fitzgerald Tamayo, LLC for being named to the Orlando Business Journal’s Golden 100 of 2024! This prestigious recognition celebrates companies for outstanding performance, innovation, and meaningful contributions to our local economy. We’re proud to see their leadership, growth, and community commitment honored in such a distinguished way. Here’s to continued success and impact in Central Florida! #Golden100 #FPAofCentralFlorida #OrlandoBusinessJournal #CommunityLeadership

Featured Speaker Spotlight – Alan Moore We’re excited to have Alan Moore, co-founder of XYPN and CEO of AdvicePay, as a featured speaker at the 35th Annual FPA of Central Florida Symposium! ?? February 3 & 4, 2025 – Don’t miss this special 35th anniversary event! ?? https://lnkd.in/g5aK-M78 Thank you to our Underwriter Sponsor, Florida Prepaid College Board; our Platinum Sponsors, Dimensional Fund Advisors, KeyBella Homes at eXp Realty, Jump, Eckard Enterprises, LLC; our Gold Sponsors, Contango Investments, Inc., Columbia Threadneedle Investments, US, LongwoodCPA, Senior Plan Options, Vanguard, Village on the Green a Lifespace Community, and Andes Risk; our Silver Sponsors, Raisin and SIT MUTUAL FUNDS INC; and our Lunch Sponsor, Franklin Templeton ETFs. Your commitment makes this event possible and strengthens our financial planning community! #FPACentralFL #FPASymposium #AlanMoore #XYPN #NextGenClients #35thAnniversary

Congratulations to FPA of Central Florida member Certified Financial Group, Inc. on achieving their 9th consecutive CEFEX? Certification! This milestone places them among the top 2% of investment advisory firms globally, a testament to their dedication to fiduciary excellence and high standards. We’re proud to celebrate their continued commitment to client trust and industry leadership! #FiduciaryExcellence #CEFEX #FPAofCentralFlorida #ClientCommitment #FinancialLeadership

Featured Speaker Spotlight – Nathan Whitaker Nathan Whitaker, best-selling author and Super Bowl champion, is joining us at the 35th Annual FPA of Central Florida Symposium! Nathan will speak on leadership, team building, and resilience—don’t miss this chance to learn from one of the best! ?? February 3 & 4, 2025 – A special event celebrating 35 years of excellence! ?? https://lnkd.in/g5aK-M78 Thank you to our Underwriter Sponsor, Florida Prepaid College Board; our Platinum Sponsors, Dimensional Fund Advisors, KeyBella Homes at eXp Realty, and Jump; our Gold Sponsors, Contango Investments, Inc., Columbia Threadneedle Investments, US, LongwoodCPA, Senior Plan Options, Vanguard, and Andes Risk; our Silver Sponsors, Raisin and SIT MUTUAL FUNDS INC; and our Lunch Sponsor, Franklin Templeton ETFs. Your commitment makes this event possible and strengthens our financial planning community! #FPACentralFL #FPASymposium #NathanWhitaker #Leadership #35thAnniversary

Featured Speaker Spotlight – Jay Mooreland We are honored to have Jay Mooreland, behavioral finance expert and founder of The Behavioral Finance Network, as a featured speaker at the 35th Annual FPA of Central Florida Symposium! Jay will share actionable insights into how behavioral finance can help you create better investment experiences for your clients. ?? February 3 & 4, 2025 – Don’t miss it! ?? Register now to be part of this milestone event. https://lnkd.in/g5aK-M78 We are incredibly grateful to our sponsors for their generous support of the FPA of Central Florida Symposium! Thank you to our Underwriter Sponsor, Florida Prepaid College Board; our Platinum Sponsors, Dimensional Fund Advisors, KeyBella Homes at eXp Realty, and Jump; our Gold Sponsors, Contango Investments, Inc., Columbia Threadneedle Investments, US, LongwoodCPA, Senior Plan Options, Vanguard, and Andes Risk; our Silver Sponsors, Raisin and SIT MUTUAL FUNDS INC; and our Lunch Sponsor, Franklin Templeton ETFs. Your commitment makes this event possible and strengthens our financial planning community! #FPACentralFL #FPASymposium #JayMooreland #BehavioralFinance #35thAnniversary

Here's a peek into Keith Smith’s amazing presentation at our Annual Luncheon & Quarterly Meeting! His “Improv Your Impact” workshop brought energy, laughs, and powerful insights for boosting leadership and communication. Thanks, Keith, for an unforgettable session! #FPACentralFL #Leadership #ImprovYourImpact

Thank you to everyone who attended the FPA of Central Florida Annual Luncheon & Quarterly Meeting! We had a fantastic time with Keith Smith, whose engaging workshop, Improv Your Impact, was full of insights on elevating leadership and communication skills. We’re excited to see the impact of these skills as we continue fostering growth in our community, like through this fall's Financial Planning Case Competition hosted by the UCF Student Financial Planning Association. Led by Carlos Betancourt with support from FPA of Central Florida, students honed their presentation skills, practiced drafting plans in MoneyGuidePro, and gained valuable real-world experience. Congratulations to Christopher Lesniak and Eli Fitzpatrick, this semester's winners, who each received a $500 scholarship! We’re thrilled to see UCF students shaping the future of financial planning! Be sure to check our website at fpafla.com for updates on upcoming events, including the 35th Annual FPA of Central Florida Symposium on February 3 & 4, 2025. We look forward to seeing you all again soon! #fpaofcentralflorida #fpa #quarterlymeeting #keithsmith