Events

June: Dinner Meeting

SPEAKER:
David Santoriello, CFA, CAIA
Guggenheim Investments

TOPIC:
“The Core Conundrum”
The Future of Core Fixed Income Management

DATE:
Tuesday, June 20, 2017

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

LOCATION:
Fort Lauderdale Marriott North
6650 N. Andrews Avenue
Fort Lauderdale, FL 33309

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

Download the Flyer

Speaker Presentations

Fixed Income Awards and Accolades

Winning Teamwork

Guggenheim Bond Shop Outperforms by Taking Fearless Advantage of Fed Policy




2017-06-20 17:30:00
2017-06-20 20:00:00
America/New_York
FPA June Dinner Meeting
Fort Lauderdale Marriott North



Sponsored By:

July:

  • No Meetings

August:

  • Social: (Fort Lauderdale)

September:

  • General Meeting/BOD Mtg- September 12, 2017
    Renaissance Hotel (Boca Raton)

October:

  • General Meeting – October 17, 2017
    Palm Beach North (Palm Beach Gardens)

November:

  • General Meeting – November 14, 2017
    Renaissance Boca Raton

December:

  • Strategic Planning Meeting- December 1, 2017
    (Boca Raton)

December: NexGen Social

DATE:
Thursday, December 7, 2017

TIME:
5:30 p.m. – 7:30 p.m.

LOCATION:
Brass Tap
Fort Lauderdale, FL

RSVP:
Rachael Grattan, CFP®
rachael@adamfinl.com

Past Events

January: General Meeting/BOD Mtg

SPEAKER:
Dan Waldron, 
Senior Vice President, ETF Strategist First Trust Portfolios

TOPIC:
Building Better Portfolio Solutions

DATE:
January 24, 2017

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

LOCATION:
Fort Lauderdale Marriott North
6650 N. Andrews Avenue, Fort Lauderdale, FL 33309

Download the Flyer

SPONSORED BY:
 
American-Funds-Capital-Group

January: Networking Social

DATE:
Tuesday, Janurary 31, 2017

TIME:
5:30 p.m. – 7:30 p.m.

LOCATION:
Rocco’s Tacos & Tequila
5090 PGA Blvd
Palm Beach Gardens

SPONSORED BY:
 

February: NexGen Networking Social

DATE:
Wednesday, February 8, 2017

TIME:
5:30 p.m. – 7:30 p.m.

LOCATION:
Rocco’s Tacos & Tequila
Boca Raton, FL

February: Dinner Meeting

SPEAKER:
Kelli A. Haugh, J.D., AIF®, CSCP®
NCS Regulatory Compliance

TOPIC:
The DOL Fiduciary Rule

DATE:
February 21, 2017

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

LOCATION:
Palm Beach Gardens Marriott
4000 RCA Boulevard, Palm Beach Gardens, FL 33410

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March: Dinner Meeting

SPEAKER:
Jonathan H Proby MBA, CMPS, CSA
Mortgage Loan Originator
AnnieMac Home Mortgage

TOPIC:
Guide to the Housing, Financial and Mortgage Markets

DATE:
Tuesday, March 21, 2017

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

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

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

Download the Flyer

March: NexGen Breakfast Meeting

SPEAKER:
Marek Blaskovic, CFP®
Capital Group

TOPIC:
Investment Talk: Helping New Advisors Discuss Investments With Their Clients

DATE:
Friday, March 10, 2017

TIME:
8:00 – 9:00 a.m. Breakfast & Educational Program

LOCATION:
Evershore Financial Group
7284 W. Palmetto Park Rd., Suite 106
Boca Raton, FL 33433

COST:
$10 in advance/$15 at the door
Breakfast and coffee will be served

Download the Flyer

April:

  • South Florida FPA Conference- April 27-28, 2017
    Renaissance Boca Raton

May:

  • General Meeting/BOD Mtg- May 16, 2017
    Palm Beach North (Palm Beach Gardens)