Upcoming Meetings

    Feb 21

    Common Charitable Income and Estate Tax Planning Mistakes

    Approved for 1 CFP(R) CE Credit Hour | Join us for our February meeting and enjoy breakfast while our guest speaker, Bob Napier, will be discussing common charitable income and estate tax mistakes, charitable tax deduction strategies, and tax filings.

    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