• Chapter Meeting


    May 15, 2013

     

    Location

    West Palm Beach Marriott
    1001 Okeechobee Blvd.
    West Palm Beach, FL 33401

Time
Registration 2:30 p.m.
Program 3:00 – 6:00 p.m.

Members

$35.00 (in advance)
$45.00 (at the door)  

Guests
$55.00 (in advance or at the door)


Click here to register now!

Total CFP CEs
The 2 programs have been approved for a total of 3 hours of Continuing Education for the following discipline:  CFP®

Topic 1

The Recent Death of Modern Portfolio Theory

The Markowitz, Hedge Fund, and Endowment Models failed badly during the Credit Crisis.  How will investment strategy evolve beyond these models?

 

Speaker
John Longo, PhD, CFA

 

Dr. Longo is a Clinical Associate Professor of Finance & Economics at Rutgers Business School, and Chief Investment Officer and Chairman of the Investment Committee  for  Acertus Asset Management, a registered investment advisor with more than $400 million under management.  Dr. Longo has appeared on CNBC, Bloomberg TV, Bloomberg Radio, Fox Business, BBC World, The (Ron) Insana Quotient and several other  programs.  He has been quoted in the The Wall Street Journal, Thomson Reuters, Dow Jones MarketWatch, The Chicago Tribune, The Star Ledger, Hedge Fund Alert, FundFire, and dozens of other periodicals.


Topic 2

Alternative Assets within Retirement Accounts

 

NuView IRA is a Self-Directed IRA administrator that provides custodial services for individuals seeking to hold alternative assets within their retirement accounts. Jason DeBono, will be providing an overview of rules and regulatory issues to hold such alternative assets.

Speaker

Jason DeBono, CISP, General Manager, NuView IRA Inc.

 

With nearly a decade of experience in Self-Directed IRAs, Jason DeBono is currently the General Manager of NuView IRA, Inc. Jason has appeared as a keynote and guest speaker throughout the country; discussing Alternative Assets and Retirement Accounts with Financial Planners, CPAs, Attorneys, Real Estate Professionals, and Investors alike. Jason is a graduate of the University of Central Florida. He also holds a Certified IRA Services Professional certification from the Institute of Certified Bankers.


Click here to register now!
 

FPA® is the community that brings together those who deliver financial planning, those who support it and those who benefit from it.  FPA brings vital, life-enriching qualities to the profession of financial planning and to our members.  Knowledge, Strength, Energy, Caring, Ethical values.  A desire to support and encourage others and contribute to their                                        happiness and success.  
 


News

FPA Gold Coast strengthens its ties with FAU


Florida Atlantic University (FAU) hosted a CFP information session on Wednesday, December 12, 2012. This session was intended to provide information regarding the benefits of receiving the CFP® designation, how to prepare for the CFP® examination by taking Florida Atlantic University's Comprehensive CFP® Certification Program, speak with industry representatives from the Financial Planning Association (FPA), and meet with Florida Atlantic University‘s CFP® Professors and other CFP® Professionals.  

This session came as a result of a meeting that FPA Gold Coast had with FAU with the intent of determining how best we could assist FAU in promoting its well established CFP certificate program. Representatives from FPA Gold Coast included President Rubina K. Hossain, Program Director Barry Rabinowitz, and Kwamena Goodin. We want to thank FAU for allowing us to partner with them at this event and look forward to continuing our partnership in the future.

FPA Gold Coast Chapter and Florida Atlantic University Forge Strategic Alliance.  Student Members to Benefit. 

 
Members of the Gold Coast Chapter who are enrolled in Florida Atlantic University's CERTIFIED FINANCIAL PLANNERTM Professional Certificate Program will begin receiving a reduction in tuition thanks to the continuing work of Rubina Hossain.  The tuition reduction is $25 for each of the six (6) course segments.  It is a fabulous deal for students.

If you are interested in participating in this program. please contact the Executives Programs Office at Florida Atlantic University.

Learn more about FAU's Professional Certificate Program.

 


Pro Bono Opportunities

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Chapter Address
FPA Gold Coast
 Jennifer Howes
Chapter Executive
 5006 Fairhaven Lane
Naples, FL 34109
 (239) 682-8530  phone
  Email