CFA Society South Florida

A Member of the CFA Institute Global Network of Societies

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Sat 5/5/2018 02:00 PM to 05:00 PM
  

​Castle Wealth Management​
1400 Centrepark Blvd., Suite 770
​West Palm Beach, FL 33431

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Tue 4/24/2018 11:30 AM to 01:30 PM
  
Rob Mascio Manager FINRA Security Helpline for Seniors, Kamran Fotouhi, CFA  Managing Director Capital Forensics, Inc.

​​Spanish River Library
1501 Spanish River Blvd
Boca Raton, FL 33431​

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Wed 4/11/2018 05:00 PM to 08:00 PM
  
Sameer S. Somal, CFA, CFP®  Chief Financial Officer, Blue Ocean Global Wealth

​​Boca Country Club
17751 Boca Club Blvd
Boca Raton, FL 33487​​​

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$30$50
Wed 3/7/2018 05:00 PM to 08:00 PM
  
Andrea Claster Greenspan, Image & Brand Consultant, Moderator; Christopher D. Morgan, CFA; Maryam Mohajer; Christina Worley, CPA/PFS, CFP®, CFA; Laura Clement, CFA; Justin Govonlu, CFA

FAU Office Depot Center for Executive Education
Room OD 101
777 Glades Rd
Boca Raton, FL 33431

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Wed 2/28/2018 05:00 PM to 08:00 PM
  
Dr. Burton Malkiel, American economist and writer, author of A Random Walk Down Wall Street and Kevin T. Carter, Founder and CEO of EMQQ

​​Boca Country Club
17751 Boca Club Blvd
Boca Raton, FL 33487​​​

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$30$50
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Thu 4/26/2018 05:00 PM to 08:00 PM
  
Keynote Speaker: Russell Rhoads, CFA and Panel

​801 Brickell Ave​
5th Floor
Miami, FL 33131

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$0 for CFA Miami; other CFA Society Members, and CAIA Miami Members$25Attachment
Sun 1/21/2018 12:00 PM to 12:00 PM
  
Use code CFAVIP to register if you are a CFA charterholder or CIPM certificate holder

​The Diplomat Beach Resort
3555 S Ocean Dr
Hollywood, FL 33019​

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$395 with promo code$495
Tue 10/17/2017 07:00 AM to 06:00 PM
  
Pan-regional wealth management, wealth planning and international investment management two-day conference
JW Marriott Miami
1109 Brickell Avenue
Miami, FL 33131
See event website - members get 25% discountSee event website
Tue 9/26/2017 05:30 PM to 07:30 PM
  
Christina Worley, CPA/PFS, CFP®, CFA, Managing Member and Founder, Castle Wealth Management
2000 NW 19th Street
Boca Raton, FL 33431
FPA Members: $40 in advance/$50 at the doorFPA Non Members: $55 in advance/$65 at the door
Tue 9/26/2017 07:30 AM to 06:10 PM
  
Annual day-long investor education and professional networking event

​Tideline Ocean Resort
2842 S Ocean Blvd
Palm Beach, FL 33480

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