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Morning Education Meeting
WEDNESDAY, APRIL 25TH
8:30 - 10:00 A.M.
1.5 CFP® CE credits
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Real Estate Cycles and Their Contribution to Diversification
Come hear speaker Christopher DeMario, Vice President of RIA Development at LaSalle Investment Management, discuss commercial real estate cycles and market dynamics with consideration for real estate as a fixed income diversifier.
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Semi-annual Ethics CE Meeting
WEDNESDAY, MAY 9TH
5:00 - 7:45 P.M.
GET YOUR ETHICS CE CREDITS!
2 CFP® CEs for Ethics
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New Standards for a Fiduciary World: Understanding CFP Board’s Revisions
Featuring ethics training expert Dan Candura, CFP® with a new course delivering a comprehensive, in-depth review of the recent updates to CFP Board’s Standards of Professional Conduct.
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2018 Annual Forum
FRIDAY, JUNE 1ST
5:00 - 7:45 P.M.
EARLY BIRD REGISTRATION ENDS APRIL 17TH!
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Don't miss FPA of New York's premier, annual, full-day event providing
7 CE credits
and including the ever-popular Economic Panel, two keynote speakers, general sessions in trending topics, and afternoon break-out presentations focused on all areas of financial planning.
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Keynote Speaker
Neil Soss, PhD
, Vice Chairman of Investment Strategy and Research at Credit Suisse
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Economic Panelist
Krishna Memani
, CIO and Head of Fixed Income and Portfolio Manager at Oppenheimer Funds.
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Economic Panel Moderator
Michael Santoli
,
Senior Markets Commentator at CNBC
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Economic Panelist
Catherine LeGraw
, Member, Asset Allocation Team,
GMO LLC
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Economic Panelist
Ellen Zentner
, Managing Director and Chief Economist at Morgan Stanley
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Speaker
Kevin Matz
, Partner at Stroock & Stroock & Lavan LLP, cited at
the Heckerling Institute
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Pro Bono Committee Meeting
WEDNESDAY, APRIL 18TH
5:30 - 6:45 P.M.
Volunteering as an FPA Pro Bono Committee Member is a powerful way to make a lasting impact in your community. Pro Bono activities increase public awareness of financial planning, build bridges with community leaders, and help individual planners develop their own planning knowledge and skills.
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Toastmasters Club Meeting
WEDNESDAY, APRIL 18TH
7:00 - 9:00 P.M.
Develop your public speaking skills and have fun doing it! A terrific complement to working with the Pro Bono Committee and conducting financial literacy workshops. All are welcome.
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5 Member News Items This Month
Get the most out of your FPA membership with Coaches Corner, Knowledge Circles, and
Journal in the Round
.
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FPA Member Discounts
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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Financial Planning Day at SIBL
FRIDAY, APRIL 27TH
10:00 A.M. - 5:00 P.M.
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FPA of New York is proud to partner with NYPL to provide financial counseling sessions at the Library's semi-annual financial literacy event for the public. Are you a CFP® and interested in volunteering? Email
publicawareness@fpany.org
.
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FPA Advocacy Days 2018
Federal Advocacy Day: June 6-7
New York State Advocacy Day: May 15
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Join us! Speak with federal policymakers, advocate on behalf of our profession, and display FPA's strength as the association for all CFP® professionals.
Read more
or email
info@fpany.org
.
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Thank you to our Sponsors
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