What’s your Wine Style?
Join us for “Wine Down Wednesday”, May 23rd from 5:30 to 7:00 pm at a social gathering and wine tasting with your FPA colleagues at Total Wine in Viera, Florida.
End your day and plan to relax, socialize and network with your fellow FPA of Central Florida members, allied professionals, prospective members and other professionals that champion the financial planning process.
The focus for “Wine Down Wednesday” is to meet and greet our coastal members, prospective members and to share ideas and happenings! The evening promises to be full of fun and is complete with a complimentary sampling of “What’s your Wine Style?”.
Registration required, attendance is FREE!
Total Wine, Viera
2302 Harnett Drive, Melbourne, FL 32940
Register by clicking here
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.
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About the 2017 Trends in Investing Survey
The 2017 Trends in Investing Survey, conducted by the Financial Planning Association® (FPA®), the Journal of Financial Planning, and sponsored by Longboard Asset Management, was fielded in late March and early April 2017 and received 302 online financial adviser responses.Download PDF
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The issue of cybersec urity for financial advisers and their firms is as complex as it is critical to the future of the industry.
Despite the fact that 8 in 10 advisers identify cybersecurity as a high priority, only 29 percent of advisers completely agree they're fully prepared to manage and mitigate the associated risks. This significant disconnect only serves to demonstrate that advisers lack a clear understanding of the risks, as well as the ability to identify a common path forward to neutralize this critical issue.Download PDF
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The first in a series of three whitepapers designed to help advisers apply the research to their respective practices. This whitepaper, specifically, covers five key areas of cybersecurity as it relates to clients, including client awareness, perceived concern, adviser role in educating clients, the communication process, and the opportunity to be proactive with clients.Download PDF