Greetings!
Happy holidays!
In exciting news:
pre-Early-Bird registration for the
2019 Annual Forum
is now open!
Take advantage of extra-low ticket prices ($179 for members, $199 for non-members)
through December 31st
and stay tuned for more information about this year's top-notch speaker roster. We're excited, to say the least!
In the meantime, we hope you are finding joy and time for yourself in the midst of a busy season.
Know that we appreciate all you give to your clients, your community, your loved ones, and our profession.
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Wishing you a terrific weekend,
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Scott Kahan, CFP®
Chapter Team Leader
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Clary Delano
Chapter Executive
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FPA of Metro New York
2019 Annual Forum
Monday, April 29, 2019
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Pre-Early-Bird registration is open now through December 31, 2018!
Lock in extra-low-priced tickets to our biggest CE event of the year which, in 2019, will feature nationally acclaimed speakers and leaders of the profession. Stay tuned for more information to follow soon!
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FPA Retreat 2019
May 6 - 9, 2019
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Engage with financial planning’s top thinkers, trailblazers and change makers to build the future of the profession.
Save $200 with Early-Bird registration through February 8!
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Pro Bono Committee Meeting
Wednesday, December 19
5:30 - 6:45 P.M.
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. Attend our meeting to learn more or email us at
[email protected]
.
*Registration deadline: December 17
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FPA of Metro NY Toastmasters Club Meeting
Wednesday, December 19
7:00 - 8:30 P.M.
Improve your public speaking and leadership skills within the supportive environment of this open club, a partner organization of FPA of Metro New York. A terrific complement to doing FPA pro bono and public awareness work.
*RSVP deadline: December 17
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Elevate Your Practice with FPA Research
Let the FPA Research and Practice Institute™ (RPI) help you grow with numerous research studies, white papers, and resources covering trends in investing, succession planning, cybersecurity, and more.
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FPA Member Advantage Program
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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Envisioning the Future of FPA With You In Mind
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The OneFPA Network
is a collaborative effort among all FPA communities to deliver a consistent and indispensable member experience, drive more alignment and integration, and empower our volunteer leaders.
Learn more
and share your feedback at
[email protected]
.
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FPA Connect
Join the conversation on
FPA Connect
, FPA's online communities for financial professionals.
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Save on 2018 FPA Annual Conference Recordings!
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2019 "YEAR OF YOU" CAMPAIGN
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FPA is excited to start the new year with a campaign titled “The Year of You” that will include stories from members about how they are planning to make 2019 "their year" in the context of working toward important personal and professional goals.
If you are interested in being featured, please send a 1-2 minute video or a 2-4 paragraph answer to the question: "How are you making 2019 your year with FPA?" and include a high-resolution headshot, your title, designations/certifications, and your firm name. Please send your information to
[email protected]
; if you plan to submit a video, please email a DropBox link.
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SUPPORTING THE POWER OF PLANNING
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With thanks to our Partners
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