Financial Planning Association of South Florida

President's Message

Dear FPA South Florida Members and Friends!

As summer begins in South Florida, many of us are entering a season that feels a little different from the pace of the first quarter. Client meetings remain full, markets continue to create both opportunities and questions, and our businesses move forward. Yet this time of year also offers something increasingly rare in our profession: a chance to step back and gain perspective.

Mid-year is a natural checkpoint.

Not just to review business plans, revenue goals, or growth targets—but to ask ourselves a few broader questions:

Are we becoming the professionals we set out to be?

Are we continuing to learn and evolve?

Are we investing in the relationships that make our businesses and our profession stronger?

In a world increasingly focused on speed, efficiency, and technology, I believe one of the greatest competitive advantages remains something remarkably simple: connection.

Connection with clients.

Connection with colleagues.

Connection with mentors and future leaders.

Connection with the broader financial planning community.

That is one of the reasons organizations like FPA continue to matter. While education, conferences, and technical knowledge are important, the true strength of our association has always been the people. The conversations before a meeting begins. The introductions that lead to new opportunities. The willingness of experienced professionals to help someone just entering the profession. The friendships that develop over years of shared experiences.

These relationships strengthen both our individual careers and the profession as a whole.

As we move into the second half of 2026, I encourage each of you to find ways to engage more deeply with our chapter. Attend an event. Introduce yourself to someone new. Volunteer for a committee. Mentor a student or young professional. Share an idea, a challenge, or a lesson learned.

You may be surprised by how much value comes from a single conversation.

On behalf of the Board of Directors, thank you for being part of the FPA South Florida community. We greatly appreciate your commitment to serving clients, supporting one another, and advancing the financial planning profession, and our chapter remains committed to supporting you in those efforts.

I wish you a successful summer and look forward to connecting with many of you at our upcoming programs and events.

Warm regards,
Stacy McGinty
President
FPA of South Florida

Back to top

FPA Florida CFP® & IAR Ethics CE - Virtual Seminar

FPA of Florida is pleased to offer Ethics for CFP® Professionals with Melissa Kemp on June 11, 2026, at 12:50 pm EST.

This class satisfies the two-hour CFP Board of Standards Ethics requirement and two-hours of Ethics CE for IARs through NASAA.

Register Today!

Back to top

Calendar of Events

Wealth Management EDGE Summit

June 9 - June 11, 2026
10:30 AM to 7:30 PM
The Boca Raton
501 E Camino Real
Boca Raton, FL 33432
Register Today!

FPA Florida CFP® & IAR Ethics CE - Virtual Seminar

June 11, 2026
12:50 PM to 3:00 PM
Virtual
Register Today!

FPA Pro Bono Financial Planning Training Course

June 17, 2026
12:00 PM to 1:00 PM
MGR Wealth Management
2600 N. Military Trail, Ste #240
Boca Raton, FL 33431
Register Today!

FPA Membership 101: Benefits Review

July 17, 2026
12:00 PM to 1:00 PM
Virtual
Register Today!

FPA & FICPA Fall Kick-off Networking Event: Kapow Noodle Bar | Boca Raton

September 17, 2026
5:00 PM to 7:00 PM
Kapow
327 Plaza Real, Suite 315
Boca Raton, FL 33432
Register Today!

FPA of South Florida Annual Symposium

October 15, 2026
10:00 AM to 3:00 PM
Courtyard Marriott
Cypress Creek, FL 33432

Save-the-Date!

Back to top

Member Survey

Annual Member Experience & Priorities Survey rESULTS

Your voice matters!

Back to top

Member Benefits

Insurance Programs

As your partner in planning, FPA wants to help you protect your business and employees through a variety of insurance programs that are exclusively offered to our valued members.

Learn More & Apply

Back to top

Board of Directors

Seeking Nominees for 2026 Board Service

We welcome members to get involved on our board as a director. Using FPA's core beliefs as the key filters for making decisions in a fiduciary capacity on behalf of members and constituents, board members must think strategically, engage in open dialogue, and work collaboratively.

If you are interested in learning more about serving on the board, please email Jessica Hawthorne, FPA SFL Chapter Director, at [email protected].

Meet the Board and Connect!

Back to top

Partnership & Sponsorship Benefits

The Financial Planning Association of South Florida members are supported by several exceptional partners and sponsors who help offset the cost of delivering benefits.

Choosing to support the FPA of South Florida and our mission to elevate the financial planning profession and the value we provide our members and the broader community highlights your commitment to financial advisers, financial planning, and the financial services profession.

Please direct questions and inquiries to [email protected].

We thank you in advance for your consideration and for your continued support!

Partner with us!

Back to top