Meeting/Event Information

Members are invited to join us for our upcoming “Member Town Hall” on March 31st, from 4:00-5:15 pm, in person or via Zoom. This is an opportunity to connect with members, discuss chapter initiatives, hear from FPA staff member Ben Lewis and the local FPA of South Florida board of directors, and share your feedback directly with National and local leadership.  

Agenda:

Welcome & Board Introduction

Financial Report

Membership Report

Guest Presenter – Ben Lewis, Chief Communications and Development Officer at Financial Planning Association (FPA)

·       ACEC Overview

·       Membership Benefits

General Business | Updates

·       Membership Survey Results

·       Website Refresh

·       Membership 101: Quarterly New Member Orientation

·       Pro Bono Training

·       Junior Achievement Alliance

·       Florida Atlantic University (FAU)

·       Volunteer Opportunities

Member Q&A

Help us shape your local FPA of South Florida chapter member experience by attending in-person or via Zoom. In-person space is limited, so be sure to register!