Greetings!
We hope you enjoyed the long holiday weekend and that your summer is off to a great start.
This month's main event is the
FPA of Metro New York Summer Party
coming up on July 24. FPA is hosting this year's party as a special thank-you to Metro New York chapter members, and it's going to be a real treat—
great food and an open bar on the 10th-floor terrace of Butter Restaurant in Midtown. Last year's party sold out quickly, so make sure to register now if you haven't already. We look forward to seeing you there!
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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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Planners Roundtable
Friday, July 12
8:30 - 10:00 A.M.
A monthly high-level discussion group for experienced planners focused on current topics and trends in the financial planning world.
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FPA of Metro New York
Summer Party
Wednesday, July 24
6:30 - 8:30 P.M.
Let's celebrate summer! Join your fellow members for an open bar and great food on the 10th-floor terrace of Butter Restaurant in Midtown.
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NexGen Study Group
Thursday, August 8
8:30 - 10:00 A.M.
A group for new CFP® professionals planners, career changers early in their careers, and those aiming to become CFP®s. Topic information coming soon.
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In Case You Missed It
On June 19, we gathered at the Dotdash offices in Times Square courtesy of Investopedia for
Everything You Need to Know About ETFs
, an evening CE meeting with Legg Mason's Managing Director Brandon Clark about popular misconceptions, current trends, and how to make ETFs a more vital part of investment management.
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Member Milestones
Join us in celebrating those Metro New York members marking a significant FPA anniversary this month. Congratulations!
20 years
David E. Jacobsen, CFP®
15 years
Luisamaria Ruiz Carlile, CFP®
Connie S. P. Chen, CFP®
10 years
Dave Altman, CFP®
5 years
Gregory Doyle, CFP®, AEP®, CPWA®
Lillian Padula-Coscia, CFP®
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Members in the News
On June 25, FPA of Metro New York Board members
Scott Kahan, CFP®
,
Kaitlin Nicholis, CFP®
,
Rob Hernandez, CFP®
, and
Kevin Brady, CFP®
represented the chapter by taking part in a CNBC Financial Advisor Roundtable hosted by Jim Pavia on how technology can enhance your practice.
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Have you participated in a conference recently? Won an award? If you or another member you know has done something newsworthy,
let us know
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BENEFITS & BUSINESS SUPPORT
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FPA Annual Conference 2019
Minneapolis, MN, Oct. 16 - 18
FPA Annual Conference is all about getting you the practical content you need to be the best planner you can be. Experience programming designed by financial planners for financial planners.
Register now—early-bird savings end July 26!
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FPA Member Advantage Program
Take advantage of member savings on a whole host of resources, from financial planning software to insurance, subscriptions, courses, and more.
Explore MyDiscounts
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FPA Job Board
Newly redesigned to be more user-friendly and intuitive with features include resume writing, reference checking and career coaching services.
Visit the Job Board
.
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Journal of Financial Planning
Check out the
July 2019 issue
featuring the cover story:
Blog, Video, and Podcast Your Way to More Clients.
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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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