Florida Securities Dealers & Advisors upcoming events

FSDA Spring Board of Governors Meeting (04/17/2026)

Fri, 17 Apr 2026 17:00:00 GMT

FSDA Spring Board of Governors Meeting

Friday, April 17th at 1:00 PM

Florida Atlantic University
Schmidt Family Complex, Executive Education
777 Glades Road, Building 103 (SF 127/128)
Boca Raton, FL 33431

FAU Map and Parking Info.pdf

*Please register before Tuesday, April 7th*

FSDA members are invited to register for FSDA's Spring Board of Governors meeting. Please indicate whether you will attend in-person or virtually to ensure we plan accordingly. Please note, the meeting will begin promptly at 1:00 PM.

For members attending in-person, we encourage you to allow sufficient time for traffic and campus parking. Complimentary parking is available on the 4th floor of the connecting parking garage. The meeting will not include lunch service, however refreshments will be available. Please join us immediately after the Board meeting for a Happy Hour at a nearby location to be announced shortly. Separate registration is required. If traveling, nearby hotels include the Boca Raton Marriott at Boca Center, Renaissance Boca Raton Hotel, Wyndham Boca Raton, and Motek Boca Raton.

For members attending virtually, connection details will be provided prior to the meeting.

We appreciate your timely response and look forward to your participation. The FSDA is proud to be the definitive voice of Florida’s financial industry for more than 90 years!

FSDA Regional Happy Hour - South Florida (04/17/2026)

Fri, 17 Apr 2026 21:00:00 GMT

FSDA Regional Happy Hour - South Florida

Friday, April 17, 2026 at 5:00 PM

P.F. Chang's
1400 Glades Road
Boca Raton, FL 33431

Join fellow members and guests of the Florida Securities Dealers & Advisors (FSDA) for an evening of connection and conversation at our upcoming Networking Happy Hour. This is a great opportunity to expand your professional circle, catch up with industry peers, and enjoy a relaxed, welcoming atmosphere. Whether you're a long-time member or new to the community, we look forward to seeing you there!

FSDA 2026 Generational Day of Financial Literacy (04/18/2026)

Sat, 18 Apr 2026 13:30:00 GMT

2026: Generational Day of Financial Literacy

Saturday, April 18, 2026
9:30 AM to 2:00 PM
(see agenda below)

Florida Atlantic University
Schmidt Family Complex, Executive Education
777 Glades Rd, Building 103 - Grand Classroom 107
Boca Raton, FL 33431

FAU Map and Parking Info.pdf

Generously Sponsored By:

Empowerment Sponsors

Power-Up Lunch Sponsor

Refueling Break Sponsor

Parking Sponsor

Elder Fraud Awareness Event - PRIVATE (05/12/2026)

Tue, 12 May 2026 20:00:00 GMT

Elder Abuse Awareness: Recognize, Prevent, Protect

May 12, 2026 at 4:00 PM

The Village of Deerfield Beach, Senior Living Community
1050 SW 24th Avenue
Deerfield Beach, FL 33442

The FSDA’s Elder Fraud Committee is proud to present a private educational program for the residents of Grand Villa of Deerfield Beach focused on elder abuse awareness and prevention.

This engaging panel discussion will explore the scope of financial fraud affecting adults, highlight current trends in fraud schemes, and provide practical strategies to help protect yourself and your loved ones. Moderated by Tim Ratty with Janney. Attendees will gain valuable insights, real-world examples, and actionable tools to stay informed and safeguard their financial well-being.

Together, we can raise awareness, strengthen prevention efforts, and empower our community.

FSDA: Prevención del Fraude a Personas Mayores: Protección contra la Explotación Financiera (05/20/2026)

Wed, 20 May 2026 22:00:00 GMT

Prevención del Fraude a Personas Mayores:
Protección contra la Explotación Financiera

May 20, 2026 at 6:00 PM

Doral Branch Library
8551 NW 53rd Street, Suite A107
Doral, FL 33166

The FSDA’s Elder Fraud Committee is proud to present an educational seminar focused on elder abuse awareness and prevention. This session will be presented in Spanish.

This engaging discussion will explore the scope of financial fraud affecting adults, highlight current trends in fraud schemes, and provide practical strategies to help protect yourself and your loved ones. Attendees will gain valuable insights, real-world examples, and actionable tools to stay informed and safeguard their financial well-being. Featuring Elizabeth Yoka, VAST Manager at FINRA, and Sarahy Poncela, Compliance Consultant at Renaissance Regulatory Services.

Together, we can raise awareness, strengthen prevention efforts, and empower our community. Space is limited - register today to secure your spot!

FSDA Webinar: Modern Scams, Real Threats: What You Need to Know (06/12/2026)

Fri, 12 Jun 2026 14:00:00 GMT

The FSDA's Elder Fraud Committee presents an educational webinar in honor of World Elder Abuse Awareness Day:

"Modern Scams, Real Threats: What You Need to Know"

June 12, 2026 at 10:00 AM
Virtual via Zoom

Join the Florida Securities Dealers & Advisors for a panel discussion on the scope of financial fraud, current trends related to financial fraud schemes, how to protect yourself, and much more.

Moderated by:

Matthew Strope
Robinhood

Featured Panelists:

Carlos Barrientos
Invex, LLC

Bill Herrmann
AARP

Lia Skelton
Raymond James

Elizabeth Yoka
FINRA