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FPA™ of Northeast Florida promotes universal acceptance of the value and necessity of the financial planning process. We elevate the profession and help a lot of people along the way. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.
FPA members in Florida can enjoy attending Inside ETFs Conference with 30% VIP Discount. Connect with 2,300+ senior ETFs decision makers at The Diplomat Beach Resort in Hollywood, Florida February 10 - 13.
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Thursday, January 24
Northeast Florida FPA
PMRT @ Jax Beach: Tax Planning Strategies from a Planners Perspective
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Historically, the competency standards to become a financial advisor have been very low. This low barrier for entry has meant that even licensed insurance salespeople who technically can’t be paid for dispensing advice can call themselves advisors. Read More
Following a year that included wild fires and multiple hurricanes, financial advisors can provide a valuable service to clients who found themselves in harm’s way. Among the many tax law changes is a temporary modification of the personal casualty loss rules, and while the deduction may be unavailable in most cases, the window is not completely closed on this tax benefit in an otherwise difficult time. Read More
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