Events

November: Dinner Meeting

SPEAKER:
Brian Sulley, CFA
Tortoise Capital

TOPIC:
Accessing the North American Energy Value Chain

Seldom has there been such a dramatic shift in the energy landscape of any country, in such a short time period, as the one that is currently unveiling itself in North America. Uncover this dramatic disruption in the global energy balance and learn more about North American energy. In this presentation, Brian Sulley, at Tortoise Capital, educates on the energy value chain, how it impacts our country and the investment opportunities within it.

DATE:
Tuesday, November 14, 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

CONTINUING EDUCATION CREDIT:
This program has applied for 1 hour of continuing education credit for the following disciplines: CFP® & CPE (Accountancy)

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

Download the Flyer

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)

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



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

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

TOPIC:
Advising Women Who Do Not Prioritize Their Retirement

Women spend fewer years in the work force and make less money than their male counterparts. They are often too busy taking care of others. Christina Worley, Managing Member, Castle Wealth Management, discusses what this means for retirement planning and provides concrete ideas for financial planners to help get their women clients retirement savings on track.

DATE:
Tuesday, September 26, 2017

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

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

CONTINUING EDUCATION CREDIT:
This program has applied for 1 hour of continuing education credit for the following disciplines: CFP® & CPE (Accountancy)

October: Dinner Meeting

SPEAKER:
Tim Guinness
Guinness Atkinson Funds

TOPIC:
Active vs. Passive- What Makes Sense Today?

As the Chief Investment Officer for Guinness Atkinson Funds, Tim has nearly 40 years of
experience in the field. His investment strategy involves a combination of crunching numbers,
reviewing sectors for growth potential, and focusing on the themes of global transformation. In fact,
Tim founded Guinness Atkinson on the principal that investment opportunities could be enhanced by
focusing on global themes that are changing lives.

DATE:
Tuesday, October 17, 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

CONTINUING EDUCATION CREDIT:
This program has applied for 1 hour of continuing education credit for the following disciplines: CFP® & CPE (Accountancy)