fbpx

The Financial Planning Association of Miami: Planning pitfalls and opportunities

[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column width=”2/3″][vc_column_text]

The Financial Planning Association of Miami will present comprehensive educational sessions on financial planning at its 14th annual FPA of Miami Symposium.

The full-day event on Nov. 21 will bring some major national names to the Rusty Pelican on Key Biscayne. It is designed to educate financial planners, family office leaders, high-net worth individuals, accountants, wealth managers and attorneys.

The event had 140 attendees in 2018 and expects 150 this year, said FPA Miami president Jonathan G. Cameron (Left), a certified financial planner with CameronDowning.

The speaker lineup reflects the role of CFPs in helping quarterback the world of finance, Cameron said. As part of the membership of their organization, CFPs are required to provide transparency on compensation when recommending investments, although many CFPs work on a fee-only basis like Cameron to provide only advice.

See the gallery for the speaker lineup:[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_gallery interval=”3″ images=”36327,36326,36325,36324,36323,36322,36321,36320,36319″ img_size=”FULL” show_image_description=”yes”][/vc_column][/vc_row]

You May Also Like

Juan Esterripa Appointed Head of Commercial Banking at Amerant Bank

Amerant Bank, a community bank headquartered in Coral Gables, named Juan Esterripa to serve as Senior Executive Vice President, Head of Commercial Banking. Esterripa will manage multiple business sectors, including commercial banking, commercial real estate, syndications, specialty finance, and treasury management. He will also promote business development across the bank and drive profitable growth. “We are pleased to

Amerant Bank Earns Lender of the Year Award From U.S. Small Business Administration

The Coral Gables-based financial institution is the largest community bank headquartered in Florida

SFBW Editor-in-Chief Discusses Banking Crisis Fallout With NPR

How will the Miami banking landscape be impacted by the failures of SVB and Signature Bank? Find out below

How Miami-Based Companies Weathered the Silicon Valley Bank Collapse Better Than the West Coast

Jeff Ransdell, managing director and founding partner of $700 million Miami-based VC firm Fuel Venture Capital, talks about Miami’s start-up landscape and the responsiveness of the federal government

Other Posts

Joe DiMaggio Children’s Hospital Receives $500,000 Donation for Animal-Assisted Therapy

Animal-assisted therapy has been shown to improve mood, reduce stress and anxiety, and provide comfort and companionship to patients, including children.

Upcoming Delray Beach Concours D’Elegance Benefits Local Charities

The event will feature over 100 vehicles of historical significance, all for the community’s enjoyment at no cost.

Transformative Healthcare Solutions and Florida Mental Health Coalition Host Inaugural “Back2Basics” Festival 

The event will help honor Mental Health Awareness Month in May.

Tom Aviv, Masterchef Israel Champion, Brings His American Venture to Miami

The Israeli sensation’s restaurant offers an innovative menu and retro vibe that transports guests to Tel Aviv in the 70s.