Greetings!
We hope you are enjoying these last weeks of summer!
Many thanks to everyone who turned out for the July 24th FPA of Metro New York Summer Party to
exceptional weather on the 10th-floor terrace of Butter Midtown. What a great party! We celebrated the chapter membership with FPA 2019 President-Elect Martin Seay, Ph.D., CFP®, and it was wonderful to see so many of you there.
As you'll see from the event line-up below, we're gearing up for fall: join us for morning and evening networking and CE meetings, committee and study groups meetings, and a new series of Lunch & Learn sessions we're looking forward to kicking off in September. See you soon!
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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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Pro Bono Committee Meeting
Wednesday, August 21
5:30 - 6:45 P.M.
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Be part of the chapter's powerful pro-bono work in the community while developing your own planning knowledge and skills in new ways.
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FPA All-Member Virtual Media Training
Thursday, August 22
4:00 - 5:30 P.M. EST
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Learn how to effectively work with journalists and, if you're a CFP® professional member, participate in FPA MediaSource to respond to reporter queries.
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Planners Roundtable
Session
Friday, September 6
8:30 - 10:00 A.M.
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A monthly high-level discussion group for experienced planners focused on current topics and trends in the financial planning world.
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Evening Networking & CE: Understanding Regulation 187
Tuesday, September 10
5:30 - 7:30 P.M.
NYS DFS has passed a best-interest rule for life insurance. Join us for an evening of networking and CE with Steven Zeiger to discuss how to comply and explore the ethical implications for fiduciaries. Hosted by Investopedia.
1.5 CE Credits
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Lunch & Learn: Managing Taxable Investments
Tuesday, September 17
12:00 - 2:00 P.M.
NEW!
Join us for the first in a series of interactive Lunch & Learn sessions hosted by our partners and designed to deliver you quality continuing education
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no sales pitches here! Attend a luncheon at Natixis followed by the presentation.
1 CE Credit
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Morning Networking & CE:
Using Home Equity to Fund Long-Term Care
Wednesday, October 2
8:30 - 10:00 A.M.
Join us for a light networking breakfast of bagels and coffee followed by a CFP® CE presentation and discussion with Bonny Gilbert of Fairway Independent Mortgage.
1 - 1.5 CE Credits
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NexGen Study Group
Thursday, October 10
8:30 - 10:00 A.M.
A group for new CFP® professional planners, career changers early in their careers, and those aiming to become CFP®s. Topic information coming soon.
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Summer Party!
Many thanks to all of you who made the Summer Party on July 24th such a fantastic event!
Check out more photos here
. If you missed it, make sure to keep an eye out for news of the Holiday Party in early December.
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Pictured above: FPA 2019 President-Elect Martin Seay, Ph.D., CFP®, welcoming the group at the Summer Party.
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NYPL Volunteer Speaker Spotlight
Thank you to our Metro New York members who volunteered as speakers for the
New York Public Library's Money Matters
financial literacy programs this summer!
Jennifer Weber, CFP®,
Allan Katz, CFP®, ChFC, CLU,
Sallie Mullins Thompson, CPA/PFS, CFP®
Paula Brancato, CFP®
Carol O'Rourke, CFP®
Daniel A. Timins, JD, CFP®
David Flores Wilson, CFP®, CFA, CDFA®
Veronica Karas, CFP®
Hans-Christian Winkler, CFP®
William Wu, CFP®
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Member Anniversary Milestones
Join us in celebrating those Metro New York members who marked a significant FPA anniversary in July. Congratulations!
15 years
David A. Blitz, CFP®
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Members in the News
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
Advance pricing ends August 30!
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FPA Coaches Corner Spotlight
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FPA Member Advantage Program
Take advantage of member savings on a host of resources, from financial planning software to insurance, subscriptions, courses, and more.
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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
The
August 2019 issue
of FPA’s award-winning, peer-reviewed publication is available now. This month's cover story:
Overcome Behavioral Biases with the “As-If Retirement”
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NEW BENEFIT!
Free Subscription to
Fortune
Magazine
FPA has partnered with
Fortune
magazine to provide members with a complimentary print subscription (a $29.98/year value) beginning August 2019. This replaces your subscription to
Money
magazine, which published its final print issue in June. Look for the August issue of
Fortune
in your mailbox!
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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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