Upcoming Chapter Events

Symposium 2010 Reviews are in! Here’s what
our attendees said when asked the following questions:
“What did we do right?”
·
Venue was PERFECT!
Being from Tampa, this
area (Disney Area) is WAY better than the other side of Orlando!
I think if you cross marketed with the Tampa Bay chapter,
you could get more to attend. –
J.K member
·
Great Hotel, Excellent Speakers
and topics! –
J.B. non member
·
Really liked having General
Sessions and Lunch with our Partners! – B.W. – member
·
Nick Murray was good, good food,
decent subjects, variety –
J.P. – non member
·
Everything!
This was the best symposium that I have attended since I
became a member of the Central FL Chapter. Congratulations!!!
P.A. – member
“Additional Comments”:
·
Add Ethics class to agenda.
–
L.L. – non member
·
It was great to have the Partners
in the same room as the General Session and Lunches
– J.T. – member
·
The Staff and the FPA
organization deserve a lot of credit for the work they’ve done
for this conference.
Congratulations on a successful event!
And a big “Well Done!” to Diane Layton., -
L.K. – member.
·
Generally a very good conference
and value! – A.P –
non member
Membership Milestones
Anniversaries
We would like to congratulate our
members for their many years of membership and dedication. To view
our membership milestones click
here.
Chapter News
2009 HOTLINE continues to impress!
Click here for details.
Congratulations!
Several Central Florida Financial
Planning firms, and others state wide, were listed in “Wealth
Manager” 2009 Top Wealth Managers!
The FPA of Central Florida is
extremely proud of our following member firms:
Resource Consulting Group –
ranked 103 out of 407
Ruggie Wealth Management –
ranked 219 out of 407
American Financial Advisors –
ranked 311 out of 407
Financial Management Concepts –
ranked 340 out of 407
Moisand, Fitzgerald, Tamayo, LLC –
ranked 356 out of 407
For the complete article and list
click here.
Charlie Fitzgerald Receives FPA Distinguished
Service Award…click
here to
read details
Welcome New Members
December 2009
Mary I. LaPlante
Stifel Nicolaus Co. Inc.
Darren Key, CFP®
Christian Financial Resources
Karen L. Miller CPA
Wealth Management Services
Sponsor News
Click
here for a white paper provided by Metropolitan West Asset
Management RMBS Research. Questions or comments? Contact
Michael Dennehy.
Click
here
for a white paper abstract titled
Are Government Bonds the Next Bubble?
Courtesy of Payden Rygel.
Questions or comments? Contact
Don Holt
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