Happy Summer! We hope you're all taking some much-needed time to unwind, and that you're planning to join us next week for a Summer Party at The Frying Pan on July 18th. Let's celebrate the chance to relax, enjoy each other's company over great food and drinks, and raise a toast to our chapter.
See you there—rain or shine!
Scott Kahan, CFP®
Chapter Team Leader
Clary Delano
Chapter Executive
Upcoming Chapter Events
_____
Summer Party at The Frying Pan!
Join us aboard The Frying Pan
WEDNESDAY, JULY 18TH
6:30 - 8:30 P.M.
Rain or shine!
Celebrate summer with your financial-planning peers over drinks and appetizers on this historic floating barge docked along Manhattan's West Side. You can't beat a summer's eve along the water!
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].
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.
Join FPA's next All-Member Virtual Media Training on Thursday, Aug. 16 from 4 – 5:30 P.M. ET. Learn more about how you can ace your next media interview and sign up.
Lend Your Voice to New Research on Best Practices in Client Understanding
Participate in a benchmarking survey with FPA, Capital Preferences, and T. Rowe Price by July 25 and receive a customized report to help you in your practice.
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?
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!
FPA Coaches Corner
If you haven't checked out the FPA Coaches Corner yet, you are missing out! Your one-stop shop for content, tools, and resources from some of the most recognized business coaches in the profession.
