The Financial Planning Association of Miami: Planning pitfalls and opportunities

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:

Kevin Gale
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