Upcoming Meetings

    Jul 13

    SUCCESSION PLANNING

    Gary Wagner, Carnegie Investment Counsel - Speaker

    Register Now

    Aug 10

    Senior Living Options

    This presentation will help financial planners determine how to access community resources to assist clients and safeguards to take to protect older adult clients from risk of exploitation.

    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