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

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

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