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FPA of South Florida News
South Florida FPA member William R. Dyess, president of Dyess Insurance Services in Boca Raton, recently talked to journalist Robyn Friedman about long-term care protection for City & Shore magazine. Many people don’t start thinking about their long-term care needs until it’s too late, writes Friedman. “A lot of folks are in denial and say...
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Craig Watanabe, CSCP® will be presenting on #Cybersecurity at the Annual South Florida FPA Conference on April 27-28, 2017. Craig is Senior Compliance Consultant with Core Compliance & Legal Services, Inc., based in San Diego. Welcome, Craig! We’re looking forward to your presentation!  
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South Florida FPA member Tom Balcom of 1650 Wealth Management talked to Investment News about why entrepreneurs often make ideal clients for financial advisors. “Entrepreneurs are great clients as they are extremely busy in their own occupations and are great at delegating to others, such as their financial adviser, to handle other tasks,” said Tom. You can check out...
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The South Florida FPA Conference is the largest gathering of CFP® and other financial professionals in South Florida. This is your opportunity to gather with your target market at one place, at one time. The South Florida FPA Conference has a variety of sponsorship opportunities created to generate face-to-face interactions with financial professionals and advisers who are actively looking for your...
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