FPA of Miami - Meeting/Event Information

Meeting Information

November 18, 2025
8:00 AM - 5:30 PM
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Rusty Pelican
3201 Rickenbacker Causeway
Key Biscayne, FL , FL 33149
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REGISTER NOW!

DOWNLOAD PROGRAM FLOW HERE!

The 20th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2025.

Full day event sessions starts at 8:30 am

Registration and mixer 8:00-8:45 am

6 sessions (5 keynote/1 concurrent)

6 hours of continuing education credits (inc. IAR, CFP, Florida Bar, Florida Insurance, CIMA - pending TBC)

Sessions include:-

KEYNOTE 1 : Economic Update - Charles E. Rinehart, CFA, CAIA (Johnson Asset Management)

KEYNOTE 2 : Investment Panel - Dave Breazzano (Polen Capital); Samuel Moore (Vest Capital); Apurva Schwartz (Harding Loevner);

Moderator - Jose Diego Gonzalez (CameronDowning, Inc.)

CONCURRENT 1 : They Did What?! How 501(c)(3) Organizations Get Into Trouble - and How to Get Them Out - Heidi Suarez, CPA (Kaufman Rossin)

CONCURRENT 2 : Estate Planning Panel - Orian Williams (Pacific Life); Jessica Uzzell, JD (The Miami Foundation) ;

Moderator - Phil Paret (Mariner Wealth Advisors)

KEYNOTE 3 : Next Era of ETFs - Nick Hargreaves (Capital Group/American Funds)

KEYNOTE 4 : What’s Changed, What’s Next: Tax Planning After the One Big Beautiful Bill - Jose C. Fernandez (BDO)

KEYNOTE 5 : Investing in the Crypto Asset Class - Michael Zhao (Grayscale)

$295.00 FPA of Miami Member

$325.00 EPC of Miami Members

$325.00 FICPA Member

$325.00 FPA South Florida Member

$325.00 CFA of Miami Members

$325.00 CFA Society of South Florida Member

$350.00 FPA of Miami - Non-Member

$150.00 FPA of Miami - Gold Partner

$150.00 FPA of Miami - Silver Partner

$100.00 Students

$50.00 FIU/UM Students

$50.00 Symposium Happy Hour Only - 5:30-7:30pm

$75.00 Symposium Happy Hour Only - 5:30-7:30pm

$0.00 UM Student - 1st 5 Free

$50.00 Symposium Happy Hour Only - Silver Member