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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.
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Thursday, April 26 Northeast Florida FPA Presents PMRT @ Jax Beach: Developing Career Paths Within an Advisory Practice Thursday, May 17 Northeast Florida FPA Presents FPA of Northeast Florida at Mastermind Escape Games Thursday, May 24 Northeast Florida FPA Presents Beware: The Bully Lives. How to Protect Your Practice with Thomas Giachetti Tuesday, June 19 Northeast Florida FPA Presents Chapter Social Thursday, August 23 Northeast Florida FPA Presents Ethics for CFP Professionals Wednesday, September 19 Northeast Florida FPA Presents PMRT: Future of the Profession
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With the holidays nearly upon us, you may be thinking about how to thank clients for their business through usual tactics, each one receiving the same gift basket. However, Janus Henderson Labs can show a personalized approach can make a big difference. Read More
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