FPA of Miami

The FPA of Miami Workshop + Dinner Meeting is happening tomorrow, March 20, 2025! Whether you're joining us for media training with Ben Lewis or the dinner session with Miguel Horvath, this is a night you won’t want to miss. ?? Hyatt Regency Miami ?? 5:30 PM – 8:15 PM ??? Haven’t registered yet? There’s still time! Secure your spot now and join us for an evening of learning, networking, and professional growth. https://lnkd.in/eVRQDEKM #FPAMiami #Networking #ProfessionalDevelopment

Time is running out to register for FPA of Miami’s Workshop + Dinner next Thursday, March 20 at the Hyatt Regency Miami! This is your chance to earn one hour of CE credit, including IAR CE (Products and Practice) credit, while expanding your expertise and networking with fellow professionals. ?? Workshop: Media Training for CFP? Professionals with Ben Lewis ?? Dinner Session: Planning for Families with Special Needs Children with Miguel Horvath, CFP?, MSF ?? Cocktails & Networking: Connect with industry peers ?? CE Credit Approval Pending for: IAR CE, CFP?, CPE ?? Tickets: $25 for FPA of Miami Members | $75 for Non-Members Space is limited—register now! https://bit.ly/3FCIqjd #FPAofMiami #CECredit #FinancialPlanning #ProfessionalDevelopment

FPA of Miami Volunteers: Share Your Expertise in Tax Planning The FPA of Miami is seeking volunteers to help educate the community through free financial literacy presentations. Our next Adult Learning Academy session focuses on Tax Planning and Reporting, providing essential knowledge for individuals to better manage their finances. Date: Wednesday, April 23 Time: 6:00 PM – 7:30 PM Location: Virtual Library – Adult Learning Academy Why Volunteer? ?Help individuals understand tax planning strategies and reporting requirements. ?Share your expertise to empower the community with essential financial knowledge. ?Give back while enhancing your communication and public speaking skills. ?Connect with fellow financial professionals and support financial literacy efforts. If you're interested in volunteering or want more details, contact [email protected] or call 305-375-1413. #fpaofmiami #volunteer #finance #taxplanning #financialliteracy

Financial Planning for Families with Disabilities ?? Navigating financial planning for families with disabilities requires specialized knowledge and expertise. Join us for an insightful dinner session with Miguel Horvath, Private Wealth Advisor & Managing Director at Horvath Wealth Management, as he shares key strategies to help families secure their financial future. ?? March 20, 2025 | 6:30 – 8:15 PM ?? Hyatt Regency Miami ?? Earn 1 CE Credit for CFP?, CPE, & IAR CE (Products and Practice) Don't miss this essential session—register now! https://lnkd.in/eVRQDEKM #FPAMiami #FinancialPlanning #CECredits

FPA of Miami Volunteers: Help Empower Financial Literacy The FPA of Miami is looking for dedicated members to share their expertise and help the community gain essential financial skills. Join us in supporting free financial literacy presentations like the upcoming Adult Learning Academy: Managing Cash Flow session. Date: Wednesday, April 16 Time: 6:00 PM – 7:30 PM Location: Virtual Library – Adult Learning Academy Why Volunteer? ?Make an impact by helping individuals of all ages learn how to manage their cash flow and build financial stability. ?Share your expertise and guide participants in developing strategies to take control of their finances. ?Give back to the community, enhance your public speaking skills, and connect with fellow financial professionals. Your knowledge can make a lasting difference. To volunteer or learn more, contact [email protected] or call 305-375-1413. #fpaofmiami #volunteer #finance #literacy #communityimpact

See You Tomorrow at Grayscale’s Crypto Connect Miami The FPA of Miami looks forward to seeing you at Grayscale’s Crypto Connect Miami tomorrow, March 12, 2025, from 8:00 AM – 12:00 PM at the Mandarin Oriental, Miami. This exclusive event for financial professionals will dive into the latest trends in crypto and digital assets. Reminder: Registration is open only to financial professionals—please use your work email to sign up. If you need assistance, contact [email protected]. We’ll see you there for a morning of insights and networking. https://lnkd.in/gsNHyg5Y #fpaofmiami #cryptoconnect #finance #cryptocurrency #financialprofessionals

Master the Media as a CFP? Professional! Join us on March 20, 2025, at 5:30 PM for an exclusive Media Training for CFP? Professionals led by Ben Lewis, Chief Communications Officer at the Financial Planning Association (FPA). Learn how to effectively engage with the media, elevate your professional profile, and understand the benefits of FPA’s media inquiry distribution list. While this session is an FPA member benefit, all are welcome to attend and gain valuable insights! ?? Hyatt Regency Miami ??? $25 for Members | $75 for Non-Members | Free for Platinum & Gold Partners Secure your spot today! https://lnkd.in/eVRQDEKM #FPAMiami #FinancialPlanning #MediaTraining

The FPA of Miami invites our dedicated members to join in empowering our community through free financial literacy presentations. By volunteering for events like the Adult Learning Academy: Financial Literacy Series, you’ll help demystify the pros and cons of business structures and unlock financial potential for all ages. Upcoming Session: ?? Wednesday, April 9 | 6:00 PM – 7:30 PM ?? Virtual Library – Adult Learning Academy Why Volunteer? ?Make a Difference: Share your expertise to help young adults, adults, and older adults gain essential financial skills. ?Community Impact: Play a crucial role in empowering individuals to make informed financial decisions. ?Professional Growth: Enhance your presentation skills with comprehensive support and materials. ?Networking: Connect with fellow FPA of Miami members and expand your professional network. For more details or to get involved, contact [email protected] or call 305-375-1413. #fpaofmiami #volunteer #finance #literacy

We’re proud to spotlight Charles Schwab, a Gold Sponsor of the FPA of Miami! Charles Schwab isn’t just another investment services firm—they’re committed to redefining the industry by putting clients first. Since day one, Schwab has focused on innovation and service excellence, challenging the traditional Wall Street approach to create a better investing experience. Thank you, Charles Schwab, for your invaluable support and for helping make the FPA of Miami a success! #FPAofMiami #SponsorSpotlight #FinancialPlanning #CharlesSchwab #InvestmentServices

Attention Financial Professionals – Crypto Connect Miami is almost here! Don’t miss out on Grayscale’s exclusive Crypto Connect event, happening on March 12, 2025, from 8:00 AM to 12:00 PM at the Mandarin Oriental in Miami. This event will provide financial professionals with the latest intelligence on the crypto asset class, delivered by leading experts. Event Details: Date: March 12, 2025 Time: 8:00 AM - 12:00 PM Location: Mandarin Oriental, Miami – 500 Brickell Key Dr, Miami, FL 33131 Crypto Connect by Grayscale is designed to equip financial professionals with the content and resources necessary to leverage crypto in their client relationships. This event is limited to financial professionals, so please register with your work email. If you encounter any issues, reach out to [email protected]. Register here: https://lnkd.in/gsNHyg5Y #fpaofmiami #crypto #cryptoconnect #fpaevent #grayscale