The Financial Planning Association® of Northeast Florida 
 

 

 

FPA Heat of Financial PlanningFPA® is the community that brings together those who deliver financial planning, those who support it and those benefit from it.  FPA is dedicated to promoting the growth and value of the financial planning profession through membership and advocacy programs that help ensure best practices by individual and institutional providers, effective regulatory policy, and informed decisions by involved, empowered consumers worldwide.  Learn more.

Upcoming Chapter Events

Thursday, June 19 - Northeast Florida FPA presents Financial Clean Up After Divorce Learn More.

Thursday, August 21 - Northeast Florida FPA presents Chapter Meeting Learn More.

Thursday, October 16 - Northeast Florida FPA presents Chapter Meeting - LTC before Death and Taxes Learn More.

Event Search, Details and Reservations



Celebrating Membership Milestones


New Members

Jessica C. Kenney
Ponte Vedra Beach, FL

Kenneth W. McLeod
Jacksonville, FL

Troy Scarborough, CFP®
Tallahassee, FL

Craig Waldenmaier
Ponte Vedra, FL

5 Years of Membership
Ronald S. Pricenor, CFP®
Saint Augustine, FL

10 Years of Membership
H. Robin Clark, CFP®
Jacksonville, FL

William L. Day, CFP®
Orange Park, FL

Jack R. Morey, Jr., CFP®
Ponte Vedra Beach, FL




20 Years of Membership
Richard D. Cook, CFP®
Ponte Vedra Beach, FL


Alaska CrusieCruise Alaska in 2008
We’re going north with our latest Member-Get-A-Member campaign.
You and a companion, aboard a Celebrity cruise ship, could cruise Alaska's Inside Passage. If you recruit the most new members between June 1, 2007 and May 31, 2008. The winner receives a trip for two to Alaska in September 2008.

When someone joins that you referred, we'll automatically send you a certificate to use toward your next FPA membership renewal ($25 for each new professional member and $10 for each new student member or international e-member). Refer a member today.

 

Chapter Resource Partners

Aon Risk Management
Laserfiche
Farm Credit of North Florida

Retirement Strategies

 


Institute for Financial Studies

 

Mortgage Design Group

Family Foundation

National Events

2008 Retreat

2008 Boston Annual Conference

Professional Articles

Bob VeresRead
Invisible Discounts
by guest columnist
Bob Veres

 

Great Marketing Ideas
by Martin Baird

 

Professional or Sales Person by Bill Bacharach


Continuing Education
Resources

 

Certified Financial Planner Board of Standards Inc.

 

Florida Department
of Financial Services


Web-Based Educational Resources

Virtual Learning CenterEnhance your practical and technical knowledge.