FPA of Central Florida
 
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Upcoming Chapter Events

TBA:  Our June 2015 meeting details will be announced shortly




Mr. James Flick, CLU, ChFC, JDs presentation:  Inherited IRAs:  Avoiding the Tax Traps is now available.  Click here to download now!




June 3-5, 2015

Hyatt Regency Orlando

Complimentary Registration to INSITE 15 for those who meet the criteria below!

Once again, the FPA of Florida is happy to announce complimentary registration to one of the most popular conferences, Insite 2015, June 3-5, 2015 at the Hyatt Regency Orlando.

You must be a member in good standing as of June 2015 (be sure your membership dues are up to date or renew today).

Pershing has offered these guidelines:

All conference registrations are subject to review and/or cancellation by Pershing if they do not meet our attendee criteria (affiliation with a Pershing broker-dealer or registered investment advisor firm).  The FPA comp code cannot be offered to or used by a third party product or service provider (who is a current member of the FPA).

Email Diane Layton at admin@fpafla.com to receive this years code. 

 

FPA of Florida announces their Spring trip to Tallahasse March 16 & 17, 2015

Visit www.financialplanningflorida.org for more details.


FPA News

Our Chapter

Central Florida chapter member and past president, Ms. Cary Carbonaro, CFP was recently appointed to the Certified Financial Planner Board of Standards as Ambassador.

Cary Carbonaro, CFP was chosen on the basis of her demonstrated leadership skills, passion for financial planning, and belief in CFP Board's mission to serve the public.

"I'm very excited to serve as a CFP Board Ambassador where I will be able to use my experience and expertise as a CFP professional to help my community, providing information and insights on how financial planning can improve people's lives," said Cary Carbonaro.

To read more, click here


Charlie Fitzgerald III, CFP was elected to the Board of Directors of the Certified Financial Planner Board of Standards, Inc. He was one of five new members elected to serve a four-year term beginning January 1, 2015. Below is the link that contains further information of this announcement. Congratulations Charlie!

Click here for more information.


Career Opportunities are now available in our local area.  Click on our Job Bank for more details


FPA's Member-Get-A-Member Program

Referring and referred members receive discounts on their annual membership dues. The more you refer, the more you can save.  Click here for details


  

 

 

                                


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Financial Planning Association of Central Florida © 2011
Ph. 407-814-9905 | Fax 407-814-0929| Email us at  admin | P.O. Box 520310 | Longwood | FL | 32752