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Upcoming Chapter Events

 

Stay tuned for our June 13th Quarterly meeting…details coming shortly

 


FPA News

Our Chapter

President Elect J. Colby Winslow, CFP® presents to American Pharmacists Association March 30. 

As part of the American Pharmacists Association (APhA) annual conference, Colby Winslow presented to nearly 100 Pharmacy students and recent graduates on the basics of financial planning. The mandate from the APhA was to provide a fun, interactive presentation to a group of young professionals that provides some of the essentials for managing their financial future. These pharmacists-to-be face unique challenges in terms of balancing a significant increase in income after graduation while often times being saddled with large student debt which can be in excess of $200,000. Colby walked through some of the top ideas for balancing this new income while also paying down student debt. By focusing on lifestyle decisions, this group of young professionals has a unique opportunity to secure their financial future at early stages in life with help and guidance from financial advisors. Overall, the dynamic presentation received great reviews from the audience.

 

FPA of Florida returns from Tallahassee

Four members of our Central Florida chapter, Charlie Fitzgerald, CFP®, Paul Auslander, CFP®, Cary Carbonaro, CFP® and Jerry Thompson, CFP® joined the FPA of Florida Government Relations team on their recent trip to Tallahassee to advocate on behalf of the financial planning profession.  Visit www.financialplanningflorida.com for a summary of their trip.

Member discounts:

Are you reaping all the benefits you can from your FPA Membership? Through FPA Member Advantage Program, you can save on back office, banking & insurance, growth and succession, marketing, technology and more.  Click here to learn more

Chapter Members: FPA Retreat 2014 Discount Now Available

Florida chapter members can STILL save with a discount now that advance registration has ended for FPA Retreat 2014!

 

Thru April 15th, Florida members receive a special $899 rate and our chapter receives a $25 rebate for each member that uses promo code FLRET14.  

Click here to register


Complimentary registration available

Complimentary registration to one of the most popular conferences, Insite 2014, June 4-6, 2014 at the Westin Diplomat hotel is now available!

You must be a member in good standing (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 year’s code. 

 

Complimentary Registration to FA's Annual Retirement Symposium.


Financial Advisor Magazine is offering all FPA members in Florida complimentary registration to the 5th Annual Financial Advisor Retirement Symposium. Learn more.

 

 

 

 

 

 

 

                                

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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