Monday and Tuesday, April 26 & 27, 2021
Westin Hotel Orlando North
Lake Mary, Florida
For 31 years the leading financial professionals of Central Florida and beyond have gathered at Symposium to attend advanced educational sessions, learn cutting edge business practices, and to network with the best and the brightest in the profession!
Who should attend?
- Accountants
- Attorneys
- CFP® Professionals
- Financial Consultants
- Insurance Professionals
- Registered Investment Advisors
- Registered Representatives
- AND other financial professionals looking to expand their knowledge and grow their practices!
We salute our Resource Partners & industry specialists who will present exceptional seminars, provide you with innovative products and services to help you better serve your clients!
Introducing our Keynote Speaker:
Alan Mallary, MA, BSc, PEng, PE, PMP is an international speaker, author and performance coach who is passionate about leadership and reaching new heights in all that we do! His unique philosophy of life revolves around empowering people and embracing an agile mentality focused on goals and results. By understanding what drives and motivates us, we are able to cultivate more innovative and effective ways of thinking and taking action.
Alan holds a degree in Engineering from Queen’s University and a Masters in Psychology from Adler University, giving him a well-balanced approach to the outer and inner challenges we all face. Living and working abroad has given him the opportunity to deepen his understanding of individual and team challenges, better appreciate cultural diversity and successfully adapt to different organizational structures.
Building experience through a lifestyle of adventure and challenge, in the spring of 2008 Alan embarked on the journey of a lifetime and set a world record on Mount Everest along with three members of his immediate family. It was a two-month expedition through some of the most exciting yet terrifying conditions imaginable and their success demanded an unwavering perseverance and resilience in the face of adversity. Alan delivers a number of exciting presentations and training programs designed to help individuals, team members and organizations reach new heights in the way we think and the actions we take in order to achieve breakthrough performance.
Keynote Session:
REACHING NEW HEIGHTS: Strategies in Planning, Loss Prevention and Risk Management
Alan’s dynamic presentation is built around the two years of planning and two months of climbing that went into making the goal of reaching the summit of Mount Everest a reality for Alan and three members of his immediate family. It is an exciting visual and emotional journey that leaves attendees inspired to take on the next “Everest” in their own personal and professional lives. Alan puts specific emphasis on planning, loss prevention, actuarial statistics, insurance considerations, developing a level of trust in client relationships, gaining alignment and commitment, incorporating lessons learned, and effectively working together with clients to achieve strategic goals.
Resource Partners email: admin@fpafla.com for the 2021 Resource Partner Package.
Registration is now open!
Pricing
Member: $279
Non Member: $349
Student: $150
The virtual registration link is no longer active due to a lack of interest in this option. Please register for the in-person experience.
Hotel Information:
Westin Lake Mary Orlando North has offered fantastic rates for our Symposium! $149.00 per night! Please call 407.531.3555, or reserve online. Be sure to ask for the Financial Planning Association of Central Florida rate!
Click here to reserve your room: Reservations