04-26-2011
The FPA NexGen Community of South Florida has partnered with Experienced Advisors Recruiting, LLC for a complimentary educational event and luncheon on Wednesday, February 25th, at the United Way of Miami-Dade
Life Events Format: 1. Stage a. Event i...Career coaching: encouraging client to locate one iii
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Download 21 Questions For Disability white paper If you would like to have a discussion about disability insurance for yourself or a client, use the form link below or simply give me a call
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Guest speaker Bode Hennegan will be presenting, "Crucial Conversations with Clients: Aging in Place or Relocating." Are you helping your clients determine if it's best to remain in their current home as they age or to embark on a journey to finding a new residence? Or is your client struggling to navigate these discussions with an aging parent or loved one?
05-09-2024 | 14:00 - 15:00 ET
Guest speaker Brian Wruk will be presenting, "Planning for the American-Canadian Client." In this Knowledge Circle Brian will discuss vital considerations regarding Financial Planning for clients that have ties to Canada and the USA or are transitioning across the border
05-15-2024 | 10:00 - 11:00 ET
I would like to just thank all of our members for what I thought was an outstanding day! Intangibly, I felt a lot of energy, spirit and cooperation. The weather was beautiful and the facility was great. To talk with partners and friends in the hallway with the big windows allowing the...
According to the study, taken from 800 survey respondents in HNW households, when it comes to the charitable discussion, the advisor initiates the discussion only 7.9% of the time, whereas the client initiates the discussion 92.1% of the time
From time to time, our partners will run special events as well. And, we are also working on some interactive practice management conference calls...You can find more information about our upcoming events at FPAMA.org
Recognizing the challenges faced by younger planners to attend daytime meetings, Eric Roberge of our Membership Committee to an idea and fashioned it into an event. We held our fist NextGen cocktail event in March
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