Please note: These links will take you to FPA National's Web site.
Please note: These links will take you to FPA National's Web site.
Choose from 1,000s of financial planners, all of whom adhere to FPA's Code of Ethics.
“FPA SAVE THE DATES”
Additional 2012 FPA Meetings:
May 24, 2012-ETHICS DINNER MEETING, Estero Country Club
June 14, 2012-Breakfast Meeting, Naples Hilton
July 27, 2012-Dinner Meeting, TBD
August 9, 2012-Breakfast Meeting, Avow Hospice in Ispiri Community Center
September 27, 2012-Dinner Meeting, Estero CC “Planning for Chronically Ill” and “Planning for Military Families”
October 11, 2012-Breakfast Meeting, TBD
November 1, 2012-Dinner Meeting, Estero CC


May Program
CFP Ethics Workshop
DATE: 24 MAY 2012
TIME: 5:30 Check-in/Networking, 6:00 pm Dinner, 6:30-8:30 Presentation
LOCATION : Estero Country Club, 19501 Vintage Trace Circle, Fort Myers, FL 33967
EVENT PRICE: $30 Members, $35 Nonmembers, $5 surcharge for late registration
RSVP to : Jennifer@FPA-SWFL.org
Please RSVP by Friday, May 18, 2012
2 Approved CEs
April Program
Avoid ID Theft & Financial Exploitation
Presented by: James D. Molenaar, Assistant State Attorney
DATE: Thursday, April 12, 2012
TIME: 8:00 am Check-in/Networking/ Buffet Breakfast- 8:30 am to 9:30 Presentation
LOCATION: Uhler and Vertich Financial Planners, 1510 Royal Palm Blvd, Suite 103, Fort Myers, FL 33919
Cost: $15
1 Approved CE
March Programs
Reverse Mortgages, Presented by Timothy D. Allen, CMB
Discovering Your Memory Power and Reading Smart, Presented by Alan Mong
DATE: March 22, 2012: Dinner Meeting
TIME: 5:30pm Check-In/Networking - 6pm Dinner - Presentation 6:30pm-8:30pm
LOCATION: Estero Country Club, 19501 Vintage Trace Circle, Fort Myers, FL 33967
COST: $30 for members / $35 for non-members.
2 Approved CEs