FPA of South Florida

07/10/2024

With the launch of spot bitcoin ETF's, blockchain and digital assets are becoming more mainstream.

FPA of South Florida is hosting a workshop to walk advisors and financial professionals through the evolving landscape of digital assets, how these fit into client portfolios, and an in-depth overview of bitcoin and blockchain technology.

Event Title: Introduction to Crypto and Spot Bitcoin ETF's

Speaker: Don Friedman, President, Digital Assets Council of Financial Professionals

Date: Thursday, Aug. 22, 2024
Time: 7:30 a.m. - 9:30 a.m.
Location: Marriott Springhill Suites, 5130 NW 8th Avenue, Boca Raton, FL 33487

This event is approved for 1 CE.

Seating is limited. Register https://southfloridafpa.org/meetinginfo.php?id=80&ts=1720024225

07/02/2024

Happy Independence Day from the Financial Planning Association of South Florida! As we gather with family and friends, let's remember the importance of financial independence and planning for a secure future. Wishing you a safe and prosperous 4th of July!

05/29/2024

Exciting Announcement! Join us on June 13, 2024, at 1:00pm (EST) for an exclusive Ethics for CFP® Professionals class with the renowned Melissa Kemp.

This two-hour session fulfills the CFP Board of Standard Ethics requirements and promises valuable insights for our members. Don't miss out - Register Now https://lp.constantcontactpages.com/ev/reg/vxznsbq/lp/99b51219-0c85-4be9-aa25-cbcf78b220a4

05/23/2024

FPA of South Florida is thrilled to introduce Stacy McGinty as the newest addition to our board of directors! With over two decades of experience in the financial services industry, Stacy brings a wealth of knowledge and expertise to the table.

As a seasoned executive in the field, Stacy has a proven track record of spearheading innovative change initiatives and leading high-capacity teams. Her mission-driven consultancy specializes in empowering small to medium-sized RIAs to optimize their operations, monetize process efficiencies, and catalyze transformational change.

Prior to founding her consultancy, Stacy held senior leadership roles at Citigroup, where she played a pivotal role in the development and deployment of cross-functional business partner networks and led the launch of numerous proprietary products and programs.

Stacy is renowned for her tenacity as an influencer and her "outside the box" approach to leadership. Her ability to expertly drive large-scale transformational change initiatives has earned her a reputation as a results-driven collaborator.

With her background in organizational management and financial management, coupled with her certification in Agile Leadership, Stacy brings a unique blend of skills and perspectives to our board.

Please join us in welcoming Stacy McGinty aboard!

05/20/2024

Many professionals in Florida are struggling to keep up with the ever-changing regulatory requirements in their field, particularly the New Best Interest Standard. Failure to comply with these regulations can result in costly penalties and damage to one's professional reputation.

Don't fall behind in your industry due to lack of knowledge about the New Best Interest Standard. Stay ahead of the pack and ensure your compliance to avoid potential consequences.

Join our educational event designed specifically for professionals in Florida to learn about and stay compliant with the New Best Interest Standard. Stay informed, stay ahead, and protect your career.

Register now to secure your spot and stay ahead of regulations. https://southfloridafpa.org/meetinginfo.php?id=77&ts=1714158745

Upcoming Meeting

05/09/2024

We are excited to invite you to a Lunch and Learn session focusing on the New Best Interest Standard regulatory requirement for the State of Florida. This session is tailored specifically for professionals like you, who are dedicated to staying informed and compliant in today's ever-changing regulatory landscape.

With the deadline for compliance approaching on July 1, this event provides a convenient opportunity to get all the information you need in one comprehensive session.

Please RSVP by https://lnkd.in/ghkY4TZp to secure your spot at this valuable event. Space is limited, so we encourage you to reserve your seat as soon as possible.

05/07/2024

Join us for Our Second Annual BBQ Party!
Thursday, May 16, 2023
5:00pm - 6:30pm
PigBeach

Casual networking event. Reconnect with your people and meet new FPA members or allied professionals.

Members and Nonmembers welcome.
Bring a friend, spouse, colleague.

FREE to attend.
This is a self-pay event.
Kindly RSVP so we can give the restaurant an idea of our party size.

Laughs • Beer • BBQ • Networking
https://southfloridafpa.org/meetinginfo.php?id=76&ts=1712851817

05/03/2024

A big thank you to everyone who attended our Private Real Estate & 1031 Exchange event on April 25th! Your presence contributed to its success, and we're grateful for your participation. Here's to more fruitful events in the future!

05/02/2024

We are excited to invite you to a Lunch and Learn session focusing on the New Best Interest Standard regulatory requirement for the State of Florida. This session is tailored specifically for professionals like you, who are dedicated to staying informed and compliant in today's ever-changing regulatory landscape.

With the deadline for compliance approaching on July 1, this event provides a convenient opportunity to get all the information you need in one comprehensive session.

Please RSVP by https://southfloridafpa.org/meetinginfo.php?id=77&ts=1714158745 to secure your spot at this valuable event. Space is limited, so we encourage you to reserve your seat as soon as possible.

04/24/2024

Attention all FPA of South Florida members! Did you know we're now on Instagram? Follow us for behind-the-scenes looks, event updates, and more. Don't miss out on staying connected with your local financial planning community.

04/16/2024

Private Real Estate & 1031 Exchanges: Is now the time to invest? Join us on April 25th at 7:30am - 9:00am to learn more! Register Today https://southfloridafpa.org/meetinginfo.php?id=79&ts=1713284859

04/04/2024

Join us on May 16, 2024 for National BBQ Day at PigBeach in West Palm Beach! 🍖 Connect with fellow Financial Planners for networking and good eats. Don't miss out! Register https://southfloridafpa.org/meetinginfo.php?id=76&ts=1710782025