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  • 10/29/2018 1:27 PM | Deleted user

    The law firm of Bressler, Amery & Ross, P.C., a FSDA member, today introduced an interactive, web-based 50 state survey of senior and vulnerable investor laws.  The survey provides a summary of each state’s financial exploitation statute and includes links to key state agencies and to required forms where applicable.  Bressler actively monitors legislative developments in this space and continuously updates the survey to reflect changes in the law.  The industry tool was unveiled by Bressler at the 2018 National Society of Compliance Professionals national conference in Atlanta, Georgia. The survey may be accessed at

  • 10/09/2018 10:42 AM | Anonymous

    FSDA’s Legislative Goals for 2019

    1. Continue efforts to achieve vulnerable adult legislation in the State of Florida and identify other legislative issues that may impact on the industry, investors and financial education

    2. Increase awareness of FSDA in the Florida Legislature

    3. Engage Legislators on industry issues

    4. Continue to promote industry message throughout Florida

  • 06/11/2018 11:04 AM | Anonymous

    The State of Florida Seeks New Commissioner of Financial Regulation
    With the resignation of the prior commissioner, the State of Florida is conducting an expedited process to find a successor. Interested persons my apply by using this link:…/TALLAHASSEE-COMMISS…/483695300/. The application period ends on June 22, 2018.

  • 06/06/2018 11:03 AM | Anonymous

    Join FSDA and other industry leaders, June 6-8 in Orlando, Florida at INSITE2018. Discover what’s trending as INSITE changes with the evolving landscape of the industry.  INSITE provides access to over 2,000 success-minded advisors and 500 strategic providers in the Exhibit Hall.  Hear from over 90 inspiring and thought-provoking speakers to gain new perspectives and tools.  Learn the latest industry trends and solutions tailored to you and your business. 
    To check out what is happening at INSITE 2018 click here.  

  • 04/14/2018 11:01 AM | Anonymous

    FSDA is proud to support FAU’s Center for Economic Education’s Teach Children to Save Day. The program matches financial professionals who will volunteer at elementary schools in Palm Beach County in order to teach the important life’s lesson of saving and be able to provide insights into the somewhat daunting world of financial services.
    FSDA is supporting this value-added initiative for the third consecutive year. This is a terrific opportunity for the securities industry to not only educate children, but to also show goodwill and to network with teachers in our community.
    Help make this program a huge success by doing two things: (1) volunteer and teach; and (2) get the “word out” to help recruit volunteers from your firm, whether from sales, compliance, legal, or other departments who might be interested in volunteering.  
    The volunteer process couldn’t be easier, with minimal time commitment:

    • During the week of April 23, FAU will train volunteers on the class lesson. If you can’t make the in-person training, no worries. Register anyway and FAU will coordinate an alternative way to prepare you for the lesson. 
    • During the week of May 14, volunteers will teach the lesson at their assigned schools.
    Simple, fun and impactful! Click here for more details. 

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