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Upcoming Chapter Events

 

Announcing our November 7th Annual and Quarterly Meeting

Interest Outlook: What Will Happen to Interest Rates After QE Ends

U.S. and global interest rates have been mired in a period of great uncertainty. Jerry Paul, CFA will discuss his outlook on U.S. interest rates and explain the basis for his outlook, including:

 · Investor Behavioral bias

· The four pillars of economic perspective

· Debt continuing to weigh on consumers

· Governments over-levered

This session will provide you with insights on were interest rates have been historically and if we are indeed entering the “Old Normal”.

Mr. Paul’s investment experience includes over thirty five years in fixed income portfolio management and research. Jerry holds a BBA from the University of Iowa and an MBA from the University of Northern Iowa. In his free time, he is involved in community and charitable organizations.

Click here for more details

This session has been accepted for 1 hour of continuing education credits for CFP®, PACE, FL. Dept. of Insurance.

CPE Self reporting 


Click here to register

 


 

Monday and Tuesday, January 26 & 27, 2015

Sheraton Hotel Orlando North

 

 

Announcing Michael Kitces Michael E. Kitces MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASLas our Keynote Speaker. Click here for Michael’s Bio.

 

Our 2015 Symposium will mark a milestone for our Chapter...our 25th Anniversary!  We will deliver the excellence you have become accustom to during this event. 

Our sessions and speakers will give you cutting edge information, practical solutions and will bring you the quality education for which you are accustomed.  Some of our topics include:

 

          s  Behavioral Finance

s  Cutting Edge Tax Planning

s  Hidden Cost of Liquidity

s  Retirement Planning

s  Realities in Real Estate

s  Planning for Income

s  Insurance Planning

s  Investment Planning

s  Social Security Planning

s  CFP® Ethics Course

 

Our Resource Partners will provide you with the newest and greatest tools, solutions and support to help you grow and maintain your successful practice. 

 

Click here for:

Symposium Registration

Agenda – at – a – glance

Speaker Bio’s   

Hotel Registration

Resource Partner Package

Early Bird (until December 1st):

Member: $229                                                           Non Member: $279

Students: $150  

After December 1st:

Member: $279                                                           Non Member: $329

Students: $150  

 

 


FPA News

Our Chapter

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


  

 

 

                                


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Ph. 407-814-9905 | Fax 407-814-0929| Email us at  admin | P.O. Box 520310 | Longwood | FL | 32752