A Message From Our President

Dear Members,  

It is personally satisfying to see our Central Florida Chapter continue to grow while working to meet the many challenges that face our members and our profession.

My friends, recently I was fortunate to be elected to the Board of Directors of the National FPA which precludes my also serving as your Chapter President. I will still be involved as Chapter Chairperson of the local Board and, in my new capacity on the National Board, I hope to be able to help our members even more!

Mark Your Calendars

 May 9 Quarterly!

 Presentation & Demonstration

 Compliance Technology

Presenter: John M. Caso
ADI – Laserfiche

CE credits filed: CFP, CPE

Part II of Program

      Financial Regulation
Florida State Perspective

   Presenter: Elaina Naranjo
Bureau of Securities Regulation

  CE Credits filed: CFP, CPE

Renaissance Orlando
Hotel Airport
5445 Forbe Place, Orlando
407-240-1000

Special Quarterly Meeting Agenda

 
Registration & Networking
11:30 a.m.

Lunch at Noon

Compliance Technology Presentation & Demonstration
12:45 p.m.

Financial Regulation
2:10 – 3 pm

            Register by May 1

FPA Members Early Bird:  $25

After May 1 FPA Members $35

Non FPA Members Early Bird: $35

After May 1 – Non Members $45

First time attendees at the FPA
member rate

Click Here To Register

Save the Date!

Monday and Tuesday, January 19 & 20

Hilton Orlando Altamonte Springs

(undergoing $8 million upgrade)

The 2009 Symposium will bring financial professionals new investment alternatives and innovative solutions; demonstrate new products and services. WHO WILL ATTEND

pRegistered Investment Advisors
   
pCertified Financial Planners®

pInsurance Professionals

pFinancial Consultants

pAccountants            

pAttorneys

A variety of new Sponsor Benefits and Exhibitor and Advertising Packages have been designed to provide  new opportunities for our valued Resource Partners!

Click Here for Details

Congratulations!

Leslie Kelly CFP® and Susan Spraker CFP® along with Deena Katz CFP® were the three Florida planners named the nation’s Top 50 Women in Wealth Management  by Wealth Manager Magazine.    

In the nationwide list, three New York planners and seven from California were named.  The distinguished list includes former FPA President Elissa Buie CFP® and Alexandra Lebenthal,  scion of the famous municipal bond dynasty.

For a complete list click here

Members Volunteer!

Five Chapter members met for breakfast with Chapter leaders, President Paul Auslander and President-Elect Chris Toadvine and volunteered to “get” involved!

Richard Almeida, Peter Blackwell, Alexis Lenssen, Greta Seay and Gerard Thompson discussed their interests and passions for certain Chapter activities and volunteered to join committees of their choice.

Alexis, Greta and Gerard will join the Symposium Committee.

Richard volunteers to work in Government Relations, Pro-Bono and Financial Literacy.

Peter’s interest is in Education and Greta will help with Public Relations.

Hats off to these members who will share their valuable ideas,  skills and their energies  and add  to the future success   of  this Chapter!

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