Dear FPA of New York Members, Partners, and Friends,
Welcome to May! Two of our biggest events of the year are right around the corner: don't miss
this week's Ethics Meeting
hosted by Betterment For Advisors at their spacious Flatiron offices, and take advantage of the
Annual Forum Weekend Special to get $50 off
the cost of registration. Ends at midnight tonight!
Stay tuned, also, for news about an upcoming Membership Event in July at The Frying Pan, which should be a lot of fun.
We are looking for ways to better serve you socially and professionally, so please be in touch to let us know what you'd like to see. You can reach me and our chapter executive Clary Delano anytime at
[email protected]
and
[email protected]
.
Looking forward to seeing you all at Wednesday's Ethics Meeting and at the Forum on June 1st!
With best wishes,
Scott Kahan
, CFP®
2018 Chapter Team Leader
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Don't Miss This Week's Ethics Meeting
& Annual Forum Weekend Special!
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Semi-annual Ethics CE Meeting
WEDNESDAY, MAY 9TH
5:00 - 7:45 P.M.
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GET YOUR ETHICS CE CREDITS!
2 CFP® CEs for Ethics
Interactive Ethics: Ethics Training That Exceeds Expectations
Featuring ethics training expert Dan Candura, CFP® with an
engaging presentation that teaches the six learning objectives required by CFP Board for ethics training. Polls, games and case studies will keep everyone involved and learning.
Hosted in an exciting new location in the Flatiron at the offices of Betterment for Advisors. Join us for networking, refreshments, and ethics credits!
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Annual Forum Weekend Special!
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SPECIAL OFFER
$50 off tickets
with the code Forum50
Expires Monday, May 7th at Midnight
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Don't Miss FPA of New York's annual conference delivering
7 CE CREDITS
15 sessions from industry experts
Keynote speakers, general sessions, breakout sessions
All-day networking
Evening reception
and more!
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WHEN:
Friday, June 1, 2018
8:00 A.M. - 5:00 P.M.
followed by an Evening Reception
5:00 - 7:00 P.M.
Hear from industry experts and earn CE credits during the day, then stay to enjoy an evening of networking with colleagues, peers, and the day's presenters.
WHERE:
NYU School of Law
Vanderbilt Hall, 40 Washington Square South
New York, NY 10012
Continental breakfast and lunch will be provided.
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Featured Speakers & Presentations
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How To Create Luck For Clients—and Yourself
Janice Kaplan
and
Dr. Barnaby Marsh
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Winning the Retirement Income Showdown:
Home Equity And Reverse Mortgages – The $6.5 Trillion Missing Piece?
Wade D. Pfau, Ph.D., CFA®
, Professor of Retirement Income, The American College
Harlan J. Accola, CRMP
, National Reverse Mortgage Director, FAIRWAY Independent Mortgage Corporation
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Divorce Planning and Income Tax
Jere Doyle
,
Senior VP, BNY Mellon Wealth Management
Lili Vasileff, CFP®, CDFA
, President, Divorce and Money Matters
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How the New Tax Laws Impact Advisors & Their Clients
Joseph Bublé, CPA
, Partner, Tax Practice Leader, Citrin Cooperman
Allison Brack, CPA, MST
, Partner, Citrin Cooperman
Patrick Daly, CPA
, Partner, Citrin Cooperman
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Non-Traditional Mortgage Options for Non-Conventional Applicants
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Mark Maimon
, Vice President, Team Lead, Freedom Mortgage
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Changing the Cybersecurity Conversation
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Wes Stillman
, Chief Executive Officer, RightSize Solutions
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Upcoming Member Activities
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Pro Bono Committee Meeting
WEDNESDAY, MAY 16TH
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, MAY 16TH
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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FPA Member News & Benefits
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5 Member News Items This Month
Get the most out of your FPA membership! Sign up for media training and start getting media attention through FPA.
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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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Help build our professional community
The FPA Spring Membership Drive is underway, and you can help! Refer a new CFP® Professional or Allied Professional member between May 1 and May 31 and you’ll receive $25 off next year’s dues; the professional you refer will receive $200 off their first year membership dues.
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FPA Advocacy Days 2018
Federal Advocacy Day: June 6-7
New York State Advocacy Day: May 15
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
[email protected]
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Thank you to our Sponsors
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