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.

August: Social

We are always looking for more CFP® professionals, attorneys, CPAs and related business folks to join our merry group. Be sure to bring friends or colleagues interested in membership or send their email contact to us. If they join anytime in 2017, you will get a free CE approved Dinner Meeting! Light appetizers and a cash bar will be available.

DATE:
Thursday, August 24, 2017

TIME:
6:00 p.m. – 8:00 p.m.

LOCATION:
Coconut Creek Casino
Sorrisi Restaurant
5550 NW 40th St.
Coconut Creek, FL 33073

KINDLY RSVP TO:
sweinblatt@evershore.com

Susan Weinblatt, CFP®, MBA
FPA of South Florida
Chairperson & New Member Director

SEPTEMBER DINNER MEETING

Advising Women Who Do Not Prioritize Their Retirement

DATE: Tuesday, September 12, 2017

TIME: 5:30 p.m. – Networking & Reception / 6:00 p.m. – Dinner & CE Program

SPEAKER: Christina Worley, CPA/PFS, CFP®, CFA
Castle Wealth Management

LOCATION: Renaissance Boca Raton
2000 NW 19th Street
Boca Raton, FL 33431

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.