FPA of Central Florida
 
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Upcoming Chapter Events

March 13th Quarterly Meeting

Sheraton Hotel Maitland

Inherited IRAs: Avoiding the Tax Traps
Presented by:  James Flick

Back by popular demand! 

If you missed Mr. James Flicks Presentation during our 25th Annual Symposium, you now have the opportunity to hear the latest updates as he presents:

Inherited IRAs: Avoiding the Tax Traps

For many clients, IRA accounts are the most valuable asset they will leave to their heirs. Inherited IRAs are subject to complicated income tax rules and require special handling by the financial professional. During this session you will learn the best way to administer IRA accounts upon the death of the original account holder.

This session has been accepted for 2 hours continuing education credit for FL. INS, CFP and PACE.  CPE self reporting

Click here to register

Click here for more details

 


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


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

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


  

 

 

                                


Special offers from local and national retailer can be found in our members only section.  Also, a complete contact list of your fellow professionals. 

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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