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:
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
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