Upcoming Meetings

    Jun 8

    New Standards for Managing Life Insurance as an Asset/Fiduciary

    This training will show how to apply to life insurance the same universal decision-making framework widely accepted in the financial services business.

    Register Now

    Jul 13

    SUCCESSION PLANNING

    Gary Wagner, Carnegie Investment Counsel - Speaker

    Register Now

    Welcome to FPA Southwest Florida

    Financial Planning Association of Southwest Florida is to serve the needs of its members and the public by advancing the financial planning profession in accordance with the highest ethical standards.

    Click here to read more about our 2016 chapter initiatives

    We deeply appreciate our 2016 Platinum Sponsor

    Please visit www.virtus.com to learn more about Virtus Investment Partners