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Getting started on FPA of FL goals for 2012

By Kimberly Overman, CFP® posted 10-20-2011 17:33

  
Welcome to FPA of Florida trial and error blog.

During our recent Strategic Planning Meeting with all of the FPA chapters with Florida represented, we agreed we needed a place for discussions and collaboration between the FPA of FL board members (14), the 9 FPA Chapters' leadership (48), and the members associated with the chapters within Florida (1200+).

Keeping track of conversations with over 48 people working on common goals is challenging. Trying to share the vision and opportunities we discover with over 1200 members within Florida that have a stake in the conversation about our profession is overwhelming but with FPA Connect, we hope to get there.

This is a start. Let's see how it goes.

If you work in Florida and are interested in advocating for the financial planning profession and the relationship financial planning professional has with the Florida consumer, consider following or adding to the discussion here.

If you are on a FPA Chapter board within FL and you know of a member that should be in this discussion, please invite them to our group. Invitations are still going out and encouraged. 


FPA of FL is passionate about our industry. Join us.

Kimberly D. Overman, CFP
2011 President of the FPA of FL
Member of FPA of TampaBay
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Comments

10-20-2011 20:06

Great! Look forward to trying this.
Jean