• FPA of Miami

2018 is Our "Re-Launch" Year!

Dear fellow FPA members,

​Exciting times are here for the FPA of Miami! There truly is much to look forward to in 2018 as we attempt to execute on a spirited agenda of fresh and innovative new ideas. For many years, the FPA has been a steady representation of the financial planning community in Miami. Today, as our great city is experiencing rapid growth & change - we too look to evolve. This year, under the leadership of a new Board of Directors, which includes a record seven new board members and our new, amazing Executive Director Beverley Todd, we aspire to take the next step forward in our chapter’s progress to becoming an indispensable organization for all financial planning professionals in our community. As such, we are calling 2018 the FPA’s “Re-Launch” Year.

What can we accomplish in 2018? For starters, we will are assembling a truly outstanding lineup of speakers and topics, meeting at exciting new venues and alternating chapter dinner events between Brickell & UM. This year’s calendar of events includes seven chapter dinners, each the last week of month, starting with five from January through May, and two dinners to finish out the year in the fall. We will showcase top allied professional tax & legal firms along the way, and host several joint organizational meetings, creating exceptional networking and learning opportunities. Stay tuned for upcoming announcements on dinner events hosted at premiere firms like Bilzin Sumberg and Holland & Knight, as well as joint meetings with The Estate Planning Council & The CFA Society.

Along with our dinner platform, we are bringing more value to our members by launching a new monthly practice management breakfast series. Hosted monthly and FREE to all FPA members - these breakfasts will provide a tremendous opportunity to learn from and meet with your peers to discuss various topics in financial planning, all while being hosted at top firms across Miami. Led by new board member Stephen Taylor, CFP®, I look forward to seeing this take off as we build our professional networks and develop more meaningful collaborations across our firms & channels.

Following the success of our 13th Annual Symposium, we are thrilled to have the beautiful, class A office space of Akerman LLP at Brickell City Centre offered to host our 14th Annual Symposium. Tentatively planned for Thursday, November 29th, we are prioritizing attracting top speaking talent from across the country to make it the biggest single financial planning day in Florida of 2018. Although we have enjoyed the Watsco Center at UM for many years, we believe a move to Brickell will allow us to put on our best Symposium ever!

Finally, through the imagination and drive of the very talented Angela Moore, CFP®, we now have a top tier, beautiful website that has been completely re-imagined and modernized. Check in frequently to learn all that’s going on in the chapter, easily register for upcoming events, discover fellow member highlights & research, and read or contribute to our blog. We need to amplify all that we are doing to advance our profession and share our achievements. While checking out the website, be sure to connect on our social media platforms, Facebook, Instagram, Twitter & LinkedIn. We are frequently posting on chapter updates, news, pics, and events. Connect Connect Connect!

My fellow FPA members, I hope you will look to get more involved and embrace these exciting changes. Please be sure to join us for our breakfast and dinner events - and help us grow our chapter and influence in the community. Consider joining a committee, write a blog post, or bringing a friend to an event. Together, we can take the FPA of Miami to a whole new level, reaching a larger audience and providng more opportunities for professional growth than ever before. I look forward to leading you in this Re-Launch Year and seeing you soon.

John E. Lenahan, CFP®, CIMA®, ChFC®

FPA of Miami 2018 President

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