Meeting/Event Information

Journal of Financial Planning Discussion Group

 

November 14, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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Annual Regulatory Outreach for the Financial Planners Association of South Florida (FPASF)

 

November 08, 2023

 

11:30 AM to 1:00 PM

 

Seasons 52
2300 NW Executive Center Drive
Boca Raton, FL 33431

Annual Regulatory Outreach for the Financial Planners Association of South Florida (FPASF)

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Kickstart Your Financial Planning Career

 

November 02, 2023

 

6:00 PM to 7:00 PM

 

Ocean Republic Brewery
1630 SE Federal Highway
Stuart, FL 34994

UPCOMING MEETING

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Your Clients Are Getting Older, Are You Ready? Learn More:

 

October 26, 2023

 

8:30 AM to 10:00 AM

 

Venture X West Palm Beach - The Square
700 S Rosemary Ave, Suite 204
West Palm Beach, FL 33401

Estate Planning Elder Law & Senior Care

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Journal of Financial Planning Discussion Group

 

October 10, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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Myths and Facts About Reverse Mortgages

 

September 21, 2023

 

8:30 AM to 10:00 AM

 

Venture X West Palm Beach - The Square
700 S Rosemary Ave, Suite 204
West Palm Beach, FL 33401

In Person Event

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Journal of Financial Planning Discussion Group

 

September 12, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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FULFILL YOUR INVESTMENT ADVISER REPRESENTATIVES (IARS) CE OBLIGATION — AND SUPPORT THE FPA OF SOUTH FLORIDA!

 

August 24, 2023

 

12:00 PM to 6:15 PM

 

Virtual Webinar


Venue website

Webinar

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Journal of Financial Planning Discussion Group

 

August 08, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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Be Part Of Our Discussion July 11 - 1 CE Credit

 

July 11, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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FPA Wine Tasting Event - Gourmetphile Boca

 

June 21, 2023

 

5:30 PM to 7:30 PM

 

Gourmetphile Boca
323 E Palmetto Park Rd
Boca Raton, FL 33432

FPA Wine Tasting Event - Gourmetphile Boca

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Exit Planning: Simply Good Financial Planning

 

June 21, 2023

 

8:00 AM to 9:00 AM

 

Dunkin Donuts
9170 W. SR 84
Davie, FL

Exit Planning: Simply Good Financial Planning

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FPA Wine Tasting Event - JonWine WPB

 

June 14, 2023

 

5:30 PM to 7:30 PM

 

JonWine WPB
401 South Dixie Highway,
West Palm Beach, FL 33401

FPA Wine Tasting Event

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Journal of Financial Planning Discussion Group

 

June 07, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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WEALTH MANAGEMENT EDGE CONFERENCE

 

May 21, 2023

 

11:00 AM to 6:45 PM

 

The Diplomat Beach Resort
3555 S Ocean Dr
Hollywood, FL 33019
Venue website

WEALTH MANAGEMENT EDGE CONFERENCE

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Journal of Financial Planning Discussion Group

 

May 03, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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Educational Financial Planning Case Study - FAU

 

April 27, 2023

 

6:30 PM to 8:30 PM

 

FAU’s Schmidt Family Complex

Boca Raton, FL

Educational Financial Planning Case Study - FAU

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Journal of Financial Planning Discussion Group

 

April 12, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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Journal of Financial Planning Discussion Group

 

March 01, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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Understanding Assisted Living Options and Medicaid Planning

 

February 23, 2023

 

11:30 AM to 1:00 PM

 

Maggiano's Little Italy
21090 St Andrews Blvd
Boca Raton, FL 33433

Events

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Journal of Financial Planning Discussion Group

 

February 01, 2023

 

5:00 PM to 6:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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Journal of Financial Planning Discussion Group

 

January 11, 2023

 

5:00 PM to 6:30 PM

 

Tap 42 Boca
5050 Town Center Circle
Boca Raton, FL 33486
Venue website

Journal of Financial Planning Discussion Group

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January 4, 2023, Journal of Financial Planning Discussion Group

 

January 04, 2023

 

5:00 PM to 5:30 PM

 

The Cooper
4610 PGA Blvd Ste 100,
Palm Beach Gardens, FL 33418
Venue website

Journal of Financial Planning Discussion Group

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