Calling all volunteers!
Dear Chapter Members, Partners, and Friends,
As we put together the chapter's fall programming, we want to know: what do you want to see? Where do you want to be involved? FPA of Metro New York is here to serve you: to help you make the most of your FPA member benefits and give you the community support you need to thrive.
Interested in pro bono work? Have an idea for a great chapter event? Want to volunteer on a committee or participate in a study group? Send us an email—
we'd love to hear from you!
|
|
Wishing you all a wonderful weekend,
|
|
Scott Kahan, CFP®
Chapter Team Leader
|
|
Clary Delano
Chapter Executive
|
|
|
FPA All-Member Virtual Media Training
THURSDAY, AUGUST 16
4:00 - 5:30 P.M. EST
|
Get media atte
ntion th
rough FPA!
If you haven't signed up for free media training yet, here are 3,000 reasons why you should:
CFP® professional members participating in FPA MediaSource have fielded 3,000 media inquiries since the launch of the program in 2015! MediaSource connects FPA members with reporters covering personal finance and financial planning trends. You could be next!
|
|
|
CFP Board Public Forum
WEDNESDAY, SEPTEMBER 26
5:30 - 7:00 P.M.
|
The New CFP® Standards Are Coming. Will You Be Ready?
Join your FPA of Metro New York colleagues at a CFP Board Public Forum on the new standards at the Grand Hyatt New York. Learn about the new standards and share your thoughts on the tools and resources you will need to adhere to them.
|
|
Evening Education Meeting
WEDNESDAY, SEPTEMBER 12
5:00 - 7:45 P.M. EST
Join us for an evening of networking and CE with a presentation on
Health Insurance and Medicare Planning
with speaker Elizabeth Gavino.
|
|
Semi-annual Ethics CE Meeting
WEDNESDAY, NOVEMBER 14
5:00 - 7:45 P.M. EST
Ethics comes but twice a year! Save the date and stay tuned for program details coming soon.
|
|
Pro Bono Committee
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. Interested in volunteering? Email us at
probono@fpany.org
.
|
|
FPAMNY Toastmasters Club
WEDNESDAY, AUGUST 15
7:00 - 8:50 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.
|
|
MEMBER BENEFITS & NEWS
____
|
|
Heads up, members!
Want to save on next year's dues?
Get DOUBLE referral rewards through August 31st
when you invite a colleague to join FPA. You save, they save, you help move the financial planning profession forward. Win, win, win!
|
|
Member News Bites
Pro Bono Financial Planners Needed to Help Families Living with Cancer
What Every Financial Planner Should Know about the Tax Cuts and Jobs Act
Check out FPA’s
Journal of Financial Planning
for a series of articles on tax reform
here
,
here
, and
here
. Members can also learn more about the Section 199A deduction by viewing this
Knowledge Circle recording
.
|
|
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?
FPA Community
Join the conversation on
FPA Connect
, FPA's online communities for financial professionals.
|
|
|
FPA Annual Conference 2018
OCTOBER 3 - 5, 2018
Chicago, Illinois
Get the tools, strategies, and ideas you need to take your practice to the next level. Featuring top-level content and discussion on issues critical to the profession.
Save $100
when you register by August 17th!
|
|
FPA Fall Residency 2018
OCTOBER 19 - 24, 2018
Englewood, Colorado
Join new and aspiring CFP® professionals and earn 28 CFP® CE credits or three months of experience toward CFP Board's 3-year requirement.
Save up to $500
when you register by August 20th!
|
|
|
|
Spotlight: Three Most Common Cyber Threats and How to Deal with Them
Join Brian Edelman, CEO of FCI, and Ben Lewis, Director of Public Relations at FPA, for this interactive, 60-minute virtual session on
August 30th at 4 P.M. ET
.
|
|
FPA Advocacy
Make sure Congress hears from you on potential changes to the tax code.
Learn more here
.
Interested in using your voice on behalf of the profession?
Read more
about how FPA is working to support you as a CFP
®
professional—
and
join us
!
|
|
|
Not a member of FPA?
Join now, and let us welcome you to your professional home.
|
|
Thank you to our Partners
|
|
|
|
|
|
|