Journal of Financial Planning

 

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. Learn more.


September 15 Chapter Meeting - Risky Business

Join us at the West Palm Beach Marriott for an afternoon workshop that will knock your socks off.  This meeting is all about risk.  Michael S. Deem, EA, Former IRS Special Agent and Rudy Aguilera of Helios LLC are our speakers.

Mike's presentation on Complex Financial Crimes: How Advisors Could become Inadvertently Involved will help you understand how financial criminal investigators fix responsibility and how you could easily be entangled in the investigation and even the prosecution of a complex financial crime.

Afterwards, Rudy Aguilera will talk about Insulating Your Clients from Volatility.  He will share transparent strategies for budgeting the absolute amount of risk within your asset allocation models.

Learn more and RSVP Now.

November 17 - The federal government faces a sea of red ink. What will happen with expiring tax provisions and where will Congress look for revenue to plug the gaps? A critical examination of tax legislation that will provide insights on what to expect with regard to future legislation and how it may impact your clients and your practice.  Learn more.

2009 Fall NewsletterFall 2010 Edition of Gold Coast News available online.  Learn all the latest news about the chapter in the Fall 2010 edition of the Gold Coast News to hit your desk?  Read it online now.


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 at

Learn more about FAU's Professional Certificate Program.

 

Gold Coast Events

Wednesday, September 15 - FPA Gold Coast Chapter presents Protecting Your Clients from Risk Learn More.

Wednesday, November 17 - FPA Gold Coast Chapter presents Chapter Meeting Learn More.

Search All Events

 

Thanks to Our Sponsor



Currency Strategies Fund


 

FPA National Events


 

Denver 2010

 
 

Chapter Address


FPA Gold Coast
PMB 312
12157 W Linebaugh Ave
Tampa, FL  33626-1732
(866) 730-4530