Dear Chapter Members, Partners, and Friends,
Fall is upon us! We are looking forward to a robust schedule of events this season, kicking off with the
Pro Bono & Public Awareness Orientation and Open House on Wednesday, September 12
. Come join us for an evening of networking and good work. We hope to see many of you there!
We are here to help you make the most of your FPA member benefits, and to give you the community support you need to thrive. And, as ever, we'd love to hear from you: are you new to the profession? Interested in pro bono work? Do you have an idea for a great chapter event? Want to volunteer on a committee or participate in a study group? Send us an email!
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Wishing you all a terrific week,
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Scott Kahan, CFP®
Chapter Team Leader
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Clary Delano
Chapter Executive
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Pro Bono & Public Awareness Kick-off, Orientation, and Open House
WEDNESDAY, SEPTEMBER 12
5:30 - 7:30 P.M.
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Join us for an evening of networking, wine/beer, and light bites with your fellow member volunteers, and learn about the chapter's pro bono and public awareness programs. If you are involved with these programs or would like to be, this orientation is mandatory. Networking from 5:30 - 6:15 P.M.; orientation to start at 6:15 P.M.
Hosted by
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CFP Board Public Forum
WEDNESDAY, SEPTEMBER 26
5:30 - 7:00 P.M.
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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.
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CFP
®
Exam Review Course Series
TUESDAY, OCTOBER 2 - 30
6:00 - 8:00 P.M.
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Preparing for the November CFP® Exam? Join your peers and a different specialist each week for this 5-week review course series focused on case studies and test-taking tips.
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FPA of Metro NY + Investopedia
Media Training and Panel
MONDAY, OCTOBER 22
EVENING - Time TBA
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This is an event you won't want to miss! Join us for an FPA Media Training conducted by FPA Public Relations Director Ben Lewis followed by a media panel in collaboration with Investopedia. Save the date—
details and registration coming soon!
Hosted by
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Morning Education Meeting
WEDNESDAY, OCTOBER 17
8:30 - 10:00 A.M.
Join us for a
1.5 CE credit
presentation on
Estate Planning: Divorce & Second Marriage
with speaker Yolanda Kates.
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Semi-annual Ethics CE Meeting
WEDNESDAY, NOVEMBER 14
5:00 - 7:45 P.M.
Ethics comes but twice a year! Save the date and stay tuned for program details coming soon.
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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
[email protected]
.
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Advanced Practitioners Study Group
FRIDAY, OCTOBER 12
8:30 - 10:00 A.M.
The Advanced Practitioners Group meets monthly to discuss current topics and trends in the financial planning world, answer complex questions regarding financial products and services, and act as a resource to experienced CFP® practitioners. All are welcome!
Hosted by
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MEMBER BENEFITS & NEWS
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Join Together. Save Together. Benefit Together.
Have you heard?
FPA Group Membership
helps smaller firms get the most value out of FPA membership with ease and efficiency. Empower your firm and save!
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Member News Bites
New FPA Knowledge Circle
Join FPA’s new Knowledge Circle on
CFP Board’s Code of Ethics and Standards of Conduct
to discuss the impact the standards will have on your business, share best practices, and engage in meaningful conversations with CFP® professional peers.
Join here.
FPA Members Have Received 3,000 Media Queries!
FPA MediaSource connects FPA CFP® professional members with reporters covering personal finance and financial planning trends nationwide. Participating members gain valuable media exposure and credibility within the profession and the public.
Sign up for a media training
today.
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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?
FPA Community
Join the conversation on
FPA Connect
,
FPA's online communities for financial professionals.
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FPA Annual Conference 2018
OCTOBER 3 - 5
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.
Registration closes September 21!
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FPA Fall Residency 2018
OCTOBER 19 - 24
Englewood, Colorado
There are still a few spaces left to join new and aspiring CFP® professionals and earn 28 CFP® CE credits or three months of experience toward CFP Board's 3-year requirement.
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Did you miss last month’s Coaches Corner Spotlights? Watch the recordings and get more useful information and tools to power up your business.
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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
!
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Not a member of FPA?
Join now, and let us welcome you to your professional home.
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Thank you to our Partners
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