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2014 Events

Tuesday, September 16, 2014

Dinner Meeting & Continuing Education Course

 

4:30 p.m. – 5: 30 p.m.

Reception & Briefing

 

5:30 p.m.

Networking

 

6:00 p.m.

Dinner & CE Program

 

Location

Westin Hotel

400 Corporate Drive

Fort Lauderdale, FL 33334

CLICK HERE FOR DIRECTIONS

 

DOWNLOAD MEETING NOTICE

 

CLICK HERE TO REGISTER!

 

TOPIC

“Just Listen to Us”

The Evolution of Women Investors Over the Last 30 Years

 

PANELISTS

 

Linda Lubitz Boone, CFP®

President, The Lubitz Financial Group, Miami

 

Carolyn Lee, CFP®

Managing Director, Northern Trust Bank, Broward County

 

Kathleen McQuiggan

Pax World Senior Vice President, Global Women’s Strategies, Managing Director, Pax Ellevate Management

 

+ Special Guest

Hear what “it’s really like” from an actual South Florida woman investment client

 

CONTINUING EDUCATION
1 Hour of continuing education credit will be applied for, for the following disciplines: CFP® & CPE/CPA

 

Thank You to

Our Meeting Sponsor!

 

Tuesday, August 12, 2014

Special Event – Baseball Game

 

5:00 p.m. - Registration

5:30 p.m. - CE Program

7:10 p.m. – Baseball Game

 

Location

Marlins’ Park

501 Marlins Way

Miami, FL 33125

CLICK HERE FOR DIRECTIONS

 

DOWNLOAD MEETING NOTICE

 

     

Speaker

Anthony B. Davidow, CIMA®

Schwab Center for Financial Research

 

Topic

An Evolutionary Approach to Portfolio Construction

 

Continuing Education Credit
1 Hour of continuing education credit will be applied for, for the following disciplines: CFP® (CE08122014) & CPA (Sponsor No. 00002193)

Miami Marlins
vs.
St. Louis Cardinals

  

Members $60.00*
Non-Members $65.00
*

*Includes Continuing Education Program, Baseball Game (Baseline VIP Seats), & $15.00 Food/Drink Voucher

Wednesday, June 18, 2014

Mentor Match Kick Off Social/

Wine Tasting

 

 

Time5:30 p.m. – 7:30 p.m.

 

Location

Total Wine and More - Plantation

801 S. University Drive, Ste. G100

Plantation, FL 33324

 

RSVP

Seating is limited, RSVP by June 13, 2014

Telephone: (954) 423-1936

mike@moneymattersofamerica.com





Come enjoy a wine tasting and hear about the FPA of Greater Fort Lauderdale’s Mentor Match Program!

Thursday, June 12, 2014

Social/Networking Event

 

 

FPA Members, CFP® Certificants, and Prospective Members are Welcome To Attend!

Time
6:00 p.m. – 8:00 p.m.

 

Location

Chima Brazilian Steakhouse

2400 Las Olas Boulevard

Fort Lauderdale, FL 33301

 

RSVP

sweinblatt@sofla.nef.com

WHY ATTEND?

 

Meet New Business Contacts!

 

Meet Your Fellow FPA Members!

 

Meet Prospective Employers/Employees!

 

FREE First Drink & FREE Appetizers!

 

Because It Will Be FUN!

Tuesday, May 20, 2014

Chapter Luncheon Meeting

 

11:30 a.m.

Networking & Registration

12:00 p.m.

Luncheon & CE Program

 

Location

Westin Hotel

400 Corporate Drive

Fort Lauderdale, FL 33334

CLICK HERE FOR DIRECTIONS

 

DOWNLOAD MEETING NOTICE

 

     

Speaker

Daniel Dean, MBA

Semper Capital Management

CAVU Securities, LLC

 

Topic

The Importance of Diversification and Continued Exposure to Fixed Income During a Time of Market Volatility and Interest Rate Uncertainty

 

Continuing Education Credit
1 Hour of continuing education credit will be applied for, for the following disciplines: CFP® (CE05202014) & CPA (Sponsor No. 00002193)







Thank You to Our Meeting Sponsor!

Thursday, April 24, 2014 –

Friday, April 25, 2014

 

34th Annual South Florida

FPA Conference 2014

 

View Conference Schedule

 

 

 

Location

Westin Hotel

400 Corporate Drive

Fort Lauderdale, FL 33334

View Hotel Information

 

Sponsorship Opportunities Are Still Available – Click Here for Details

KEYNOTE SPEAKERS

 

Bob Doll

Chief Equity Strategist

Nuveen Asset Management

 

Paul Desmond

Lowry Research Corporation

 

Matt Hougan

President

Analytics & Publication

IndexUniverse

 

Shawn Snyder, J.D., LL.M.

Snyder & Snyder, P.A.

 

Continuing Education Credit

Certified Financial Planners can earn up to 14 Credits*

Insurance Professionals can earn up to 14 Credits*

Attorneys can earn up to 12.5 Credits*

CPAs can earn up to 14 Credits*

CTFAs can earn up to 15 Credits*

 

*Must attend the entire conference including LTC Hybrid Course or Ethics Course



Full Conference Rates*

(Before March 30, 2014)

 

Members: $265.00

Non-Members: $365.00

 

Single Day Conference Rates

(Does not include Thursday Morning Programs)

 

Members: $200.00

Non-Members: $250.00

 

Ethics Class Only Rates

 

Members: $100.00

Non-Members: $150.00

 

*Full Conference Rates Increase After March 30th

Thursday, February 27, 2014

Hockey Game

Continuing Education Program

 

5:00 p.m.

Registration

5:30 p.m.

CE Program

7:30 p.m.

Hockey Game

 

Location

BB&T Center

1 Panther Parkway

Sunrise, FL 3332



Speaker

Jay Wong, CFA

Principal, Payden & Rygel

 

Topic

Looking Beyond Traditional Sources of Income – Long-Term Investment Strategies For Stock Investors

 

Continuing Education Credit
1 Hour of continuing education credit has been applied for, for the following disciplines:

CFP® & CPA/CPE

FAMILIES WELCOME!

 

 

FPA MEMBERS/FAMILY = $55

NON-MEMBERS/GUESTS = $65

 

INCLUDES

BUFFET, BEER, WINE, & SODA

POST GAME SLAP SHOT

DISCOUNTED PRE PARKING

Thursday, February 6, 2014

Social/Networking Event

 

 

FPA Members, CFP® Certificants, and Prospective Members are Welcome To Attend!

Time
6:00 p.m. – 8:00 p.m.

 

Location

The Dubliner Irish Pub

435 Plaza Real

Mizner Park

Boca Raton, FL 33432

 

RSVP

sweinblatt@sofla.nef.com

WHY ATTEND?

 

Meet New Business Contacts!

 

Meet Your Fellow FPA Members!

 

Meet Prospective Employers/Employees!

 

FREE First Drink & FREE Appetizers!

 

Because It Will Be FUN!

 

Tuesday, January 28, 2014

Chapter Dinner Meeting

 

5:30 p.m.

Networking & Registration

6:00 p.m.

Dinner & CE Program

 

Location

Westin Hotel

400 Corporate Drive

Fort Lauderdale, FL 33334

 

Speaker

Catherine LeGraw, CFA

GMO

 

Topic

GMO’s Outlook Through the Lens of its 7 Year Asset Class Forecast

 

Continuing Education Credit
1 Hour of continuing education credit will be applied for, for the following disciplines: CFP®, CPA, Insurance

 

 
Thank You to Our
Meeting Sponsor!



http://www.southfloridafpa.org/Events/2013Sponsors/Atlantic%20AllCare%20Incsmall.jpg

 

Upcoming Events

DATE

TIME

EVENT

Tuesday, November 18, 2014

5:30 p.m.

Chapter Dinner Meeting

Westin Hotel – Fort Lauderdale, FL

 

Please note these dates are tentative and are subject to change

















































Copyright, 2012, FPA of Greater Fort Lauderdale  All rights Reserved.