Meeting/Event Information
Stronger Together: FPA & CFA Society of SFL Joint Happy Hour
October 28, 2026
5:00 PM to 7:30 PM
El Camino
5377 Town Center Row, Unit #100
Boca Raton, FL 33486
Venue website
Join FPA of South Florida and the CFA Society of South Florida for a fun evening of networking at El Camino on October 28! Connect with fellow financial planning and accounting professionals over drinks, appetizers, and great conversation while expanding
Advising Through the Shift: Integrating Digital Assets Under an Evolving Regulatory Lens
November 05, 2026
11:30 AM to 1:30 PM
Springhill Suites Boca Raton
5130 NW 8th Avenue
Boca Raton, FL 33487
Venue website
with Tracy Wright, CIMA - Vice President, Market Leader for the Southeast region, Grayscale
Webinar: Charitable Giving’s Effective Role in Tax Harvesting
November 09, 2026
12:00 PM to 12:50 PM
Zoom
with Jeffrey Haskell, J.D., LL.M., - Chief Legal Officer & Executive VP, Foundation Source
Pre-Concert Social & Symphony
December 16, 2026
5:30 PM to 7:15 PM
The AKA West Palm Beach
695 S Olive Ave
West Palm Beach, FL 33401
Venue website
