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
关于我们
The FPA of Central Florida is dedicated to the success of our membership by promoting the value of the financial planning process through professional development, networking, and community awareness. The Financial Planning Association? (FPA?) is the principal professional organization for CFP? professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection? for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP? professionals. The FPA of Central Florida is one of the largest chapters in the Florida. Our membership extends from Gainesville to Melbourne and points in between. The average member has been in the financial profession for over 15 years, holds a CFP? designation as well as their Florida Insurance License. Over one half of our members charge a fee for planning. Our members serve over 31,900 clients with a wealth base of over $14.5 billion. At FPA you will meet the mentors and advisers who will support your goals as you move forward in the financial planning profession. Join now and you won't miss another opportunity to grow with FPA! FPA members receive a discount on continuing education webinars and local luncheons and events, savings on the FPA Annual BE Conference registration, access to the FPA award-winning, peer-reviewed Journal of Financial Planning as well as discounts on personal and professional products and services through the FPA Member Advantage Program.
- 网站
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https://www.fpafla.com/
FPA of Central Florida的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Orlando，FL
- 类型
- 教育机构
地点
FPA of Central Florida员工
动态
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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
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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
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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
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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
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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
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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
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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
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Early Bird Registration is NOW OPEN for the 35th Annual FPA of Central Florida Symposium! ?? Join us on February 3 & 4, 2025, for this special anniversary event. ?? Members: $249 | Non-Members: $349 | Students: $75 Register now and save—don’t miss the chance to celebrate 35 years of excellence in financial planning! ?? https://lnkd.in/g5aK-M78 #FPACentralFL #FPASymposium #EarlyBirdSpecial #35thAnniversary
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2025 Election Results Are In! We are excited to announce the newly elected members of the 2025 FPA of Central Florida Board of Directors! Congratulations to all of our new and returning leaders who will guide us through the upcoming year. Your dedication and leadership are invaluable to the continued success of our chapter. Stay tuned for ways you can get involved and support our initiatives throughout the year! #FPACentralFL #ElectionResults #Leadership #FinancialPlanning #BoardOfDirectors
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