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Welcome to NortheastFloridaFPA.org

What Is FPA?

Upcoming Events

Event Calendar Thursday, June 19 Northeast Florida FPA Presents Summer Networking Social

Thursday, July 17 Northeast Florida FPA Presents Practice Management Roundtable

Thursday, August 21 Northeast Florida FPA Presents Social Security Planning

Saturday, September 13 Northeast Florida FPA Presents 2014 Financial Fitness 5K

Thursday, September 18 Northeast Florida FPA Presents Practice Management Roundtable

Thursday, October 16 Northeast Florida FPA Presents 2014 Annual Symposium

Search for all upcoming and past event details in our Event Calendar

News and Benefits

Volunteers Needed for
WI$E MONEY WEEK May 11 - 17.
FPA of Northeast Florida is proud to participate in WI$E MONEY WEEK activities educating consumers of all ages and income levels about ways they can be more financially stable. We are seeking members who are interested in presenting educational seminars at libraries throughout our service area.  Learn More.

Calling All FPA Advocates
Registration is now open for the first annual FPA Advocacy Day in Washington, DC on June 24. This is your opportunity to introduce FPA's values and core beliefs to policymakers in DC.

FPA will set up meetings with your elected officials, prepare relevant materials and provide training. You can make a difference. Learn more.

2014 Time Management and Productivity Study
Like most small business owners and entrepreneurs, financial advisers are struggling to gain complete control over their business - control that would lead to greater capacity and profitability. Read more.

Special Benefit for FPA Members in Florida. Pershing INSITE 2014.
FPA of Florida is happy to announce complimentary registration to one of the most popular conferences, Pershing INSITE 2014. To take advantage of this special officer you must be a member in good standing with FPA (make sure your dues are up to date or renew today); a registered investment advisors (RIA or IAR).

All conference registrations are subject to review and/or cancellation by Pershing it they do not meet attendee criteria (affiliation with a Pershing broker-dealer or registered investment advisor firm.) The FPA comp code cannot be offered or used by a third party product or service provider (who is currently a member of FPA.)

To be considered for this special promotion, send an email to FPA@FinancialPlanningFlorida.org

Complimentary Registration to FA's Annual Retirement Symposium
Financial Advisor Magazine, as a State Council Partner of FPA of Florida, is offering all FPA members in Florida complimentary registration to the 5th Annual Financial Advisor Retirement Symposium. Learn more.

Our Own Jennifer King in JBJ's
Premier Wealth Managers Supplement
FPA Research and Practice Institute's "The Future of Practice Management" (see story below) helped shape a story for the Jacksonville Business Journals Premiere Wealth Managers Supplement (February 14-20, 2014). Jennifer King, CFP® president of FPA of Northeast Florida was interviewed on the trend to wealth management in Northeast Florida. Read Article.

FPA of Northeast Florida
Announces 2014 Board of Directors

FPA of Northeast Florida members elected the 2014 Board of Directors at its annual meeting. "Each of these professionals is committed to supporting financial planning practitioners in our area with their expertise and time" said Jennifer King, chapter president. Read More.

Go Green. Get Some Green.
Learn how you can receive $50 off you next membership renewal by signing up for Automatic Membership Renewal. Learn More.

FPA's Member-Get-A-Member Program
Referring and referred members receive discounts on their annual membership dues. The more you refer, the more you can save.Learn More.

Study Reveals Trends, Gaps and Opportunities in the Financial Advisory Business
The FPA Research and Practice Institute concluded a study of nearly 2,400 professionals to carefully examine the gaps and trends in the operations of today’s financial planning business. The study and the resulting data will serve as a basis for quarterly research beginning in 2014. Read More.

Have a question or need to contact us? Email, mail or call our Chapter Executive regarding chapter events, members, comments and questions.

FPA of Northeast Florida
Christine Brown, Chapter Executive
12157 W Linebaugh Ave #312
Tampa, FL 33626-1732

(866) 730-4530 Voice

For corporate documents only, mail to:

FPA of Northeast Florida
PO Box 551604
Jacksonville, FL  32255-1604