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Thank you to our Corporate Partners 2010: Our Diamond Partners-Payden Mutual Funds, Jagen, Thornburg Investment Management- Our Gold Partners- TLC of Central Florida, Retirement Plan Specialists, NATIXIS, SEI, LCA, Gelbwaks, Bailey Zobel Pilcher, First Trust, Chestnut Energy Partners, Manning & Napier, Jackson, Certified Financial Group, Advisory Trust, DWS, Millennium Trust Company- Our Confernce Partners-Pacific Life, Hodges Capital Management, Allegra Print & Imaging, COLE Real Estate Investments, The Currency Strategies Fund, Charles Schwab Advisor Services, Ameritrade Institutional, Ivy Funds, Foundation for Financial Planning, Senior Helpers, Fi360, PROvision IT

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FPA - The Heart of Financial Planning
FPA is the community that brings together those who deliver financial planning,
those who support it
and those who benefit from it.

Upcoming Chapter Events

Announcing our September 10 Quarterly Meeting:

Our Meeting Partner:

J. Rick Martens

Regional Vice President


It’s Time

In a changed economic environment, it’s time to get your clients thinking about their future and to begin their portfolio repair process; it’s time to protect your business and improve your income.   

Rick Martens will enlighten us with valuable information on the Real Estate cycle and where we are in the cycle.  Are we currently in the “best time to buy” period?  What do the Academicians say?  What are the current credit market conditions, and how did we get here? 

Rick will answer these questions and will provide you with “core” strategies and specific case studies. 

Join Rick Martens, Regional Vice President, East Coast Team,  at our September 10, 2010 Quarterly Meeting and learn about new possibilities for your clients. 

Program has been submitted for one (1) hour CE for CFP

Program does not qualify for FL Dept. of Ins.


Sheraton Hotel Downtown, 400 West Livingston St., Orlando

Registration:  11:30

Lunch:  Noon

Program:  12: 15

Click here to register.

 


FPA of Central Florida Announces
our 2010 Membership Drive!
As a member of the Financial Planning Association® (FPA®) of Central Florida, you have a network of like-minded professionals at your fingertips. Refer a colleague, associated professional, educator and/or student and start reaping the rewards! National FPA has selected incentives for each referral that joins. Receive a voucher that you can use to reduce your renewal and be entered to win a fabulous hotel stay!

Click here for more details. And, for a limited time, the FPA of Central Florida will offer you $25.00 credit for each Financial Planner and Associated Profession that you refer that joins! This credit can be used towards the registration fee of one of our Membership luncheons, or towards your Symposium 2011 registration! What a deal! Click here to fill out a brief form.  It is that easy!

FPA National announces new member benefit:  FPA Member Logo

Cick here for details



Membership Milestones


Welcome New Members

Mark J. Bras
American Financial Advisors

Steven R. Merenda
Ameriprise Financial

Joseph F. Fessler CFP®
Merrill Lynch

Judith C. Cash

Brandon J. Peterson
University of Florida

David M. Landrum
Raymond James Financial Services

Timothy Caldwell
Pension Investors Corp of Orlando

William Thomas Snow

Corporate Resource Partners
 
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P.O. Box 520310 | Longwood | FL | 32752