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2015 Events

Tuesday, June 16, 2015

Networking Meeting &

Continuing Education Course

 

5:00 p.m. - Check-in

 

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

Regisitration is now closed.  

DOWNLOAD MEETING NOTICE

DOWNLOAD PRESENTATION SLIDES


TOPIC

ACTIONABLE IDEAS FOR COMBINING ACTIVE AND PASSIVE MANAGEMENT

 

SPEAKER

Daniel J. Braz, CFA, CIMA

State Street Global Advisors

 

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

 

Thank You To Our Event Sponsor!

 

Tuesday, May 19, 2015

Dinner Meeting &

Continuing Education Course

 

5:30 p.m.

Networking & Reception

 

6:00 p.m.

Dinner & CE Program

 

NEW LOCATION  

Renaissance Hotel

2000 N.W. 19th Street

Boca Raton, FL 33431

CLICK HERE FOR DIRECTIONS





TOPIC

25 COMMON ANNUITY PLANNING MISAKES

 

SPEAKER

 

Daniel Cianci

Regional RIA Channel Consultant

Lincoln Financial Distributors


CONTINUING EDUCATION
This program has applied for one hour of continuing education credit for the following disciplines:
CFP® & CPA/CPE

Now Accepting Reservations!

 

DOWNLOAD MEETING NOTICE

35th Annual

South Florida FPA Conference

 

Thursday, April 30, 2015 –

Friday, May 1, 2015

*Two Day Event

 

Click Here for More Information

 

Keynote Speakers Include

 

Dr. Martjin Cremers

Professor of Finance
University of Notre Dame 
 

Matt Hougan

President, Analytics & Publication

IndexUniverse
 

Dr. Wade Pfau, CFA

Professor of Retirement Income

The American College of Financial Services
 

Shawn Snyder, MA, J.D., LL.M. (Estate Planning)

Snyder & Snyder, P.A.

 

NEW VENUE!


Signature Grand

6900 State Road 84

Davie, FL 33317

Thursday, February 26, 2015

Hockey Game &

Continuing Education Course

 

5:00 p.m.

Registration

 

5:30 p.m.

CE Program

7:30 p.m.

Hockey Game

 

LOCATION  

BB&T Center

1 Panthers Parkway

Sunrise, FL 33323

CLICK HERE FOR DIRECTIONS

TOPIC

AN ALTERNATIVE LOOK AT GLOBAL CENTRAL BANK CRISES AND THE FACTORS THAT AFFECT THEIR DECISIONS

 

SPEAKER

Chun Wang, CFA, PRM

Senior Analyst,

Co-Portfolio Manager

Leuthold Global Fund


CONTINUING EDUCATION

This program has applied for one hour of continuing education credit for the following disciplines:
CFP® & CPA/CPE

DOWNLOAD MEETING NOTICE

 

Tuesday, February 19, 2015

Networking Social

 

6:00 p.m. – 8:00 p.m. 

 

LOCATION  

Darbster Restaurant

6299 N. Federal Highway

Boca Raton, FL 33487

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

 

Make New Business Contacts

 

Meet Fellow FPA Members

 

Meet Prospective

Employers/Employees!

 

FREE first drink

and FREE appetizers!

 

RSVP to Lisa Marsden

lmarsden@financialtrust.net!

 

 

 

 Thank You To Our Event Sponsors!

 


 

Tuesday, January 27, 2015

Dinner Meeting &

Continuing Education Course

 

5:30 p.m.

Networking & Reception

 

6:00 p.m.

Dinner & CE Program

 

 

NEW LOCATION  

DoubleTree Hotel

100 Fairway Drive

Deerfield Beach, FL 33441

CLICK HERE FOR DIRECTIONS

TOPIC

THE BENEFITS OF USING ACTIVE MANAGERS FOR YOUR SMALL CAP ALLOCATION

 

SPEAKER

 

Derek Pilecki, CFA

Portfolio Manager

Gator Capital Management


CONTINUING EDUCATION
This program has applied for one hour of continuing education credit for the following disciplines:
CFP® & CPA/CPE

 






Now Accepting Reservations!

 

DOWNLOAD MEETING NOTICE

 

 

 

 

 

2015 Upcoming Events

DATE*

TIME

EVENT

Thursday, August 20, 2015

 

6:00 p.m.-8:00 p.m.

 

Networking Social

Chima – Fort Lauderdale, FL

Tuesday, September 29, 2015

5:30 p.m.

Chapter Dinner Meeting

Location to be Determined

Thursday, October 22, 2015

6:00 p.m.-8:00 p.m.

Networking Social

Dubliner – Boca Raton, FL

Tuesday, November 17, 2015

5:30 p.m.

Chapter Dinner Meeting

Location to be Determined

*Dates are tentative and may be subject to change

 

 

 

 


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