Upcoming Chapter Events
TBA: Our June 2015 meeting
details will be announced shortly
James Flick, CLU, ChFC, JD’s presentation: Inherited IRAs:
Avoiding the Tax Traps is now available. Click
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).
FPA comp code cannot be offered to or used by a third party
product or service provider (who is a current member of the
firstname.lastname@example.org to receive
this year’s code.
FPA of Florida announces
their Spring trip to Tallahasse March 16 &
www.financialplanningflorida.org for more details.
Central Florida chapter member and past
president, Ms. Cary Carbonaro, CFP® was recently appointed
to the Certified Financial Planner Board of Standards as
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
"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
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!
here for more information.
Career Opportunities are now available in our local area.
Click on our Job Bank for
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.
here for details