Latest News

  • Newsletter July 2023

    Blog Entry

    Our July Newsletter Features: Financial Planning for the LGBTQ community We appreciate David Treece, President and Investment Advisor Representative of Treece Financial Group, Inc. for his insight on the unique challenges that members of the queer community often face when planning for their futures. He also encouraged more

  • Newsletter April 2023

    Blog Entry

    Our most recent newsletter features: Mastering the Art of Public Speaking We appreciate John Bowe, public speaking trainer and award-winning author of I Have Something to Say: Mastering the Art of Public Speaking in an Age of Disconnection , for presenting his thoughts and methods to attendees, leaving everyone with concrete more

  • CFA Society New York Videos

    Blog Entry

    Great news! CFA Society South Florida members can register to watch live virtual events with their CFA Institute email and password. Recorded versions will be available. CFA Society New York: Virtual Events Coming Up #SFLMemberBen

  • Newsletter February 2023

    Blog Entry

    Our most recent newsletter features: 2023 Outlook Special thanks to Daryl Clements, Municipal Portfolio Manager for AllianceBernstein, Dan Davidowitz, CFA, Portfolio Manager and Analyst for Polen Capital, and Daniel Phillips, CFA, Director of Asset Allocation Strategy for Northern Trust Asset Management, for sharing more

  • Blog Entry

    Check out The List of Past Newsletters for Easy Reference. October 2022 August 2022 May 2022 January 2022 July 2021 April 2021 January 2021 #sflnews