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Dear FPA of Metro New York Community,
For this month’s letter I wanted to focus on two of our chapter’s amazing communities: Pro Bono and NexGen. If you want to get more involved and make the most of your membership, I highly encourage you to join one (or both!) of these wonderful groups!
FPA of Metro New York has been a leader in pro bono financial planning for over two decades and was established with the mission to help promote financial literacy among the low-income and low-asset populations of NYC. Not only is volunteering a great way to help the underserved in our community, it’s also a great way to help our profession in creating awareness of financial planning.
Our Pro Bono committee volunteers provide one-on-one counseling sessions and lead financial literacy workshops and presentations for several organizations in the NYC area. Both CFP® professionals and aspiring CFP®s are welcome – and those working towards getting their marks can shadow a CFP® to earn hours that go towards fulfilling the experience hour requirement for CFP® certification!
Within our chapter, the NexGen group is a place where those who are just starting out or growing as planners can network with their peers who are on the same path and learn from those who have gone before them. Led by our amazing members Nicole Francis and Eli Baer and supported by the NexGen Committee, this inclusive community is for those who are:
- CFP® professionals and career changers early in their careers,
- Students or other individuals aiming to get their CFP® designation, and
- Seasoned financial planners who are eager to share their wisdom and life experiences.
Please consider attending the March 7th kickoff event next week to get to know our NexGen leaders and your peers!
If you are interested in joining either or both communities, please complete the below surveys so we can contact you!
Pro Bono Survey and NexGen Survey
On behalf of the Board, I wish you all a good month ahead!
Erin Slocum, CFP®
FPA of Metro NY
President
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