The Financial Planning Association of South Florida

Welcome to FPA of South Florida, the South Florida home for CFP® professionals and those who support the financial planning process. FPA of South Florida is the recognized and unquestioned professional membership resource and advocate for the CFP® community and we are proud of our longstanding support of this highly respected designation. At FPA of South Florida, we help connect all in our membership – CFP® professionals, academic leaders, students, and individuals and companies who are part of the financial planning profession – in a variety of unique and compelling ways.

Educational Meeting Announcement

The Nuts and Bolts of Buying or Selling a Financial Service Practice

You’re Invited. Register Now. Limited Seating.

After this session, you will:

  • Learn what the current multiples and valuations are for practice transactions
  • Understand the financing options and financial structures available
  • Know the tax implications and treatments involved in practice sales
  • Familiarize yourself with the fundamental aspects of a successful transition

Greg SPEAKER: Greg Raines

President, Atlantic Financial Group

Greg has been directly involved in over 20 practice transactions as the CEO of Atlantic Financial Group. He will be sharing his knowledge and personal experience in this market.

DATE: Tuesday, March 20, 2018


  • 5:45 p.m. – Networking & Cocktail Reception
  • 6:30 p.m. – Dinner & Educational Program


Paddy Mac’s Restaurant
10971 N. Military Trail

Palm Beach Gardens, FL 33410

Members = $40 in advance / $50 at the door
Non-Members = $55 in advance / $65 at the door 

Register early – Seating is Limited

Cocktail Reception Sponsored by Wellesley Asset Management

Upcoming Events

  • The Nuts and Bolts of Buying or Selling a Financial Service Practice
    March 20, 2018
    Paddy Mac's Restaurant, Palm Beach Gardens

FPA is the community that brings together those who deliver financial planning, those who support it and those who benefit from it.  Join today.

FPA of South Florida provides valuable and engaging educational programs that will help you advance your career. Join us at our next event!

The FPA of South Florida offers a variety of top-quality sponsorships. Click here if you are interested in our sponsorship opportunities.