SS Benefit AppHelping Clients Maximize Social Security Benefits Post Bi-Partisan Budget Bill

 

The 2015 Bi-Partisan Budget Bill made significant changes to the Social Security program by phasing out two very powerful strategies, File and Suspend along with Restricted Application.  Financial Planning professionals must understand these changes and help them guide their client to maximizing their Social Security benefits.   The session will also focus on the 3-legged stool approach to maximizing Social Security benefits for married couples and provide and understanding of what claiming strategies remain.  Click here for more information.
Program has been accepted for 1 hour CE for Florida Insurance; CFP®, PACE
CPE: Self reporting.

 

 


 

FPA Financial Planning Week Logo

Promote the CFP® designation and get your name in the Orlando Sentinel by volunteering for a two hour shift on Sunday, October 2nd during our Annual Hotline Event!
Financial Planning Week is October 3-7, 2016 and to kick off a successful Financial Planning Week, the FPA of Central Florida, in partnership with the Orlando Sentinel, is pleased to announce our Annual Hotline Event is scheduled for Sunday, October 2nd from 10:00 am until 4:00 pm.

To participate in the event, you must be a member in good standing with the FPA of Central Florida and must be a CERTIFIED FINANCIAL PLANNER™ practitioner.
Hotline will take place at the Orlando Sentinel and available shifts are:

  • 10:00 to Noon
  • Noon to 2:00 pm
  • 2:00 pm to 4:00

Email Diane Layton for more details.

 

 

 

 

 

 

Welcome!

The FPA of Central Florida is dedicated to the success of our membership by promoting the value of the financial planning process through professional development, networking, and community awareness.

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Be the voice of your profession and join other FPA members in advocacy efforts at the state and national level!

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Connect with CFP® professionals and Allied Professionals in the local area and beyond. FPA Connect has what you’ve been looking for. You will be directed to FPA national and sign in is required.

Become a CFP®

Learn more about University of Central Florida's Certified Financial Planner Certificate program

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Trends in Investing

The 2016 survey, conducted by the Journal of Financial Planning and the FPA Research and Practice Institute TM, was fielded in April 2016 and received 283 online financial adviser responses. Download your copy today!

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Monetizing Your Value

This is the third in a series of three tactical whitepapers that focus on how you define, operationalize and transfer value. Each of the whitepapers draws on input from financial planners and advisers across the country, part of the on-going research of the FPA Research and Practice Institute™.
Download your copy today!

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3 Step Action Plan 1
Operationalizing and Communicating Your Value

The second of three exclusive, action-oriented whitepapers based on the recent practice management research by the FPA Research and Practice Institute™.
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