Meeting/Event Information
Pre-Concert Social & Symphony
The AKA West Palm Beach
695 S Olive Ave
West Palm Beach, FL 33401
Venue website
FPA Volunteer Day with Junior Achievement
Junior Achievement of South Florida
1130 Coconut Creek Blvd.
Coconut Creek, FL 33066
Venue website
FPA Volunteer Day with Junior Achievement of South Florida. After learning the fundamentals of personal finance in school, 8th grade students visit our immersive on-site facility where they explore career options and engage in real-life financial decision
Advising Forward: Innovation, Preparedness, & Driving Value in a Changing Environment
Polen Capital
1825 NW Corporate Blvd.
Boca Raton, FL 33431
The FPA of SFL is pleased to host a half day of inspiring learning featuring a dynamic lineup of speakers and timely topics designed for today's financial professionals. LUNCH INCLUDED!
FPA of SFL Breakfast Series: Beyond Borders | Strategic Insights for International Investing
Springhill Suites Boca Raton
5130 NW 8th Avenue
Boca Raton, FL 33487
Venue website
This session will explore the key principles of investing across borders, from navigating foreign markets to understanding geopolitical risks and tariff impacts.
FPA & FICPA Fall Kick-off Networking Event: Kapow Noodle Bar | Boca Raton
Kapow Noodle Bar
402 E Plaza Real
Boca Raton, FL 33432
Venue website
The FPA of S. Florida is pleased to host a "Fall Kick-off Networking Event." Let's gather for great company, libations, and light bites as we welcome the fall season. One drink ticket included!
Avoid Compliance and Regulatory Issues 2025
Zoom
Crypto for Advisors: 2025 Regulatory Update | Part 1 of 2
Zoom
With regulators accelerating guidance and enforcement, every financial professional needs to understand the new rules before they reshape financial markets.
FPA of Florida: Ethics 2025
Virtual Webinar
FPA of Florida is pleased to offer Ethics for CFP® Professionals with Melissa Kemp on June 12, 2025 at 12:50pm (EDT). This class satisfies the two-hour CFP Board of Standards Ethics requirement.
FPA of SFL InfoQuest Breakfast Series: Blackstone - Introduction to Private Credit
Springhill Suites Boca Raton
5130 NW 8th Avenue
Boca Raton, FL 33487
Venue website
Please join us for a fireside chat with Heather von Zuben, Sr. Managing Director at Blackstone to discuss the history and evolution of the Private Credit Asset class and the benefits and considerations of implementing Private Credit in asset allocations.
MARK YOUR CALENDAR! COMPLIMENTARY VIRTUAL EVENT: Health Insurance Solutions for the Globally Mobile
Zoom
Please join us for this comprehensive overview, open to both members and non-members, of the insurance needs and solutions available to expats, digital nomads, and globally mobile individuals.
MARK YOUR CALENDAR! Joint Happy Hour Networking Social
El Camino
5377 Town Center Row, Unit #100
Boca Raton, FL 33486
Venue website
Please join the FPA of South Florida and the FICPA Atlantic Chapter for some mingling and Cinco de Mayo cheer!
CANCELLED - Virtual Event: Avoid Compliance & Regulatory Issues 2025 | C27444 (Part 1 of 2)
Zoom
Strategies for Investment Planning in Small Cap Markets
Springhill Suites Boca Raton
5130 NW 8th Avenue
Boca Raton, FL 33487
Venue website
Comprehensive overview and analysis of the impact of small cap allocations in an investment portfolio and the current status of small caps.
Junior Achievement of S. FLA - FPA of South Florida Volunteer Day | March 5, 2025
Junior Achievement of South Florida
1130 Coconut Creek Blvd.
Coconut Creek, FL
Venue website
March 5, 2025, has been declared "FPA of SFL Volunteer Day" for Junior Achievement of South Florida!
PLEASE JOIN US! Overview of Crypto Education Seminar: Empowering Financial Advisors & Planners in the Digital Asset Space
FAU Executive Education | College of Business
777 Glades Road, Bldg. 103, Room SF 109
Boca Raton, FL 33431
Venue website
As client interest and demand for digital assets continue to grow, financial advisors should possess a foundational-level understanding of the cyryptocurrency landscape and ecosystem.
Networking Happy Hour! Sponsored by Sound Income Group
Kapow Noodle Bar
327 Plaza Real, Suite 315
Boca Raton, FL 33432
Venue website
Please join us for a casual "meet and greet" gathering of financial service professionals. Registration fee includes 1 drink ticket!
2025 Capital Markets Outlook - Please Join Us!
Springhill Suites Boca Raton
5130 NW 8th Avenue
Boca Raton, FL 33487
Get ahead of the curve with insights from Taylor Topousis, Market Strategist at Franklin Templeton Institute, who will share economic topics on the horizon for 2025.
