Greetings!
In case you missed it, we released the
20th Annual Forum agenda—
take a look! This is the chapter's biggest event of the year by far and we hope you are as excited about it as we are.
Apart from our all-star speaker line-up, what we're most looking forward to is connecting with our peers. Participating in small
roundtable discussion groups
during lunch.
Meeting our partners and exploring a new tech area
designed to help you find ways to improve your practice. Taking part in a series of
'Let's Talk' Panels
centered around key issues facing the profession today.
Annual Forum is about providing the space to foster the kind of interactions and connections between planners that drive the profession forward.
It's a professional development experience you don't want to miss. If you haven't already,
register today
!
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Scott Kahan, CFP®
2019 Chair
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Rob Hernandez, CFP®
2019 Chair-Elect
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Clary Delano
Chapter Executive
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20TH ANNUAL FORUM
20TH ANNUAL FORUM AGENDA
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We're gearing up to hear from key thought leaders across disciplines of financial planning and practice management, and benefit from the time and space to learn from each other in an interactive, discussion-driven environment.
Experience the power of a community of financial planners coming together to advance the profession.
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Morning Networking & CE:
Heath Insurance and Benefits
Wednesday, March 20
8:30 - 10:00 A.M.
Join us for a light networking breakfast of bagels and coffee followed by a
CFP® CE and NYS Insurance CE-approved
presentation and discussion.
1 - 1.5
CE Credits
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New Member Happy Hour
Wednesday, March 27
5:30 - 7:00 P.M.
New members: keep an eye on your inboxes for an email invitation coming soon!
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Semi-annual Ethics CE Meeting: New Standards for a Fiduciary World
Wednesday, May 15
5:00 - 7:45 P.M.
Come for an evening of networking and refreshments featuring a new CFP Board Ethics course from the ever engaging Dan Candura, CFP®.
2 CFP® CE credits for Ethics
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Homebuyer Seminar with The Mark Maimon Team at Freedom Mortgage
Wednesday, March 27
5:00 - 8:30 P.M.
View the flyer here
. Discussion topics will include: the purchase process, selecting your team, getting pre-approved, pitfalls to avoid, what underwriters look for, and co-ops vs. condos. Complimentary food and beverages will be served. Attendees will receive a $300 coupon toward closing costs.
RSVP to
mark.maimon@freedommortgage.com
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Investments & Wealth Institute
®
Annual Conference Experience
Las Vegas, NV
May 5 - 8
Investments & Wealth Institute
, formerly IMCA, is offering FPA Metro New York Chapter members $100 off registration for the
Annual Conference Experience (ACE)
May 5-8 at the ARIA Las Vegas, Nevada. This event is approved for up to 22 hours of Institute CE and 20 hours of CFP® CE. When registering, use promotion code:
19FPA100
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NYPL FINANCIAL PLANNING DAY
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FPA of Metro New York is proud to partner with the New York Public Library for its semi-annual Financial Planning Day, coming up on
Friday, April 26
, to provide volunteers from amongst our membership who hold the CFP® designation (or who work in conjunction with a CFP® professional) to conduct free, 30-minute financial planning counseling sessions with members of the public between the hours of 10:00 A.M and 5:00 P.M..
If you are interested in volunteering,
please let us know what times you are available and how many sessions you can commit to
and we will add you to the pool. It's a rewarding experience and we encourage you to participate!
*Please note all volunteers must be CFP® professionals or work in conjunction with a CFP® professional, and must complete the new FPA Pro Bono Training course released in 2018 in order to participate.
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Pro Bono Committee Meeting
Wednesday, March 20
5:30 - 6:45 P.M.
Doing pro bono work for FPA is a powerful way to make a lasting impact in your community, build bridges with community leaders, and develop your own planning knowledge and skills. Attend our meeting to learn more about the various community-based organizations we work with and to volunteer, or email us at
probono@fpametrony.org
.
*Register by March 15
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FPA of Metro NY Toastmasters Club
Wednesday, March 20
7:00 - 8:45 P.M.
Learn more about this open club, a partner organization of FPA of Metro New York.
Get feedback from financial experts, other professionals, and members of the general public on your communication skills—a
terrific complement to doing FPA pro bono and public awareness work.
*RSVP by March 15
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Planners' Roundtable
Friday, April 5
8:30 - 10:00 A.M.
A monthly high-level discussion group of experienced planners focused on current topics and trends in the financial planning world, including financial products and services. A terrific peer-to-peer resource for planners and CFP® practitioners. All FPA members are welcome!
*Register by April 3
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BENEFITS & BUSINESS SUPPORT
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Maximize Your Visibility with Consumers
Open to all CFP® professional members,
FPA PlannerSearch®
helps consumers find your services.
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FPA Member Advantage Program
Did you know FPA members have access to a whole host of discounts, from savings on financial planning software to insurance, subscriptions, courses, and more?
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Journal of Financial Planning
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The
March 2019 issue
is available now (login required). Check out this month's focus on client trust and communication.
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Connect With Your Peers
Join the conversation on
FPA Connect
, home to numerous private online communities and Knowledge Circles that enable members to connect and learn from each other.
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New to the Profession?
Welcome!
Check out
FPA's information especially tailored to you.
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SUPPORTING THE POWER OF PLANNING
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With thanks to our Platinum Partners
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