FEBRUARY 2019 NEWS
Greetings!

This month's big announcement: Early-Bird pricing for the FPA of Metro New York 20th Annual Forum ends on February 15! Only 7 days left to secure the best possible rates for a full day of CE with a spectacular roster of nationally renowned speakers you won't want to miss.

In the meantime, join us for the upcoming Morning Networking & CE: Understanding Disability Insurance on February 20 , and keep an eye on your inbox and the chapter event calendar for more information about events and programs coming soon.
Wishing you a terrific weekend!
Scott Kahan, CFP®
2019 Chair
Rob Hernandez, CFP®
2019 Chair-Elect
Clary Delano
Chapter Executive
20TH ANNUAL FORUM
EARLY-BIRD PRICING ENDS FEBRUARY 15
Mark Tibergien. Bob Doll. Carolyn McClanahan. Ted Klontz. This is a national caliber line-up of speakers and sessions you won't want to miss.

Only 7 days left to secure the best possible pricing
for this year's premier, full-day CE conference on April 29, 2019 .

Learn from key thought leaders across disciplines of financial planning and practice management, engage in valuable peer-to-peer discussions, and be part of the profession's most important conversations.
EVENTS & EDUCATION
Morning Networking & CE: Understanding Disability Insurance and Its Value For Your Clients
Wednesday, February 20
8:30 - 10:00 A.M.

Join us for a light networking breakfast of bagels and coffee followed by a CFP® CE and NYS Insurance CE-approved  presentation and discussion. 1 - 1.5 CE Credits
Morning Networking & CE: 
Topic TBA
Wednesday, March 20
8:30 - 10:00 A.M.

Join us for a light networking breakfast of bagels and coffee followed by a CFP® CE-approved presentation and discussion. Topic to be announced soon.
1 - 1.5 CE Credits
Semi-annual Ethics CE Meeting: New Standards for a Fiduciary World
Wednesday, May 15
5:00 - 7:45 P.M.

Come for an evening of networking and refreshments featuring a new CFP Board Ethics course from the ever engaging Dan Candura, CFP®.
2 CFP® CE credits for Ethics
FPA Retreat 2019
La Jolla, CA
May 6 - 9

Early-Bird pricing ends today!
Partner Event: Investments & Wealth Institute ® 2019 Investment Advisor Forum
New York, NY
February 11 - 12
COMMUNITY
Pro Bono Committee Meeting
Wednesday, Feb. 20
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 about the various community-based organizations we work with and to volunteer, or email us at [email protected] .
*Register by February 15
FPA of Metro NY Toastmasters Club
Open House
Wednesday, Feb. 20
7:00 - 8:45 P.M.

The Price of Poverty and Privilege: Learn more about this open club, a partner organization of FPA of Metro New York, along with techniques to communicate compassionately with people from varied socioeconomic backgrounds. A terrific complement to doing FPA pro bono and public awareness work.
*RSVP by February 15
Planners' Roundtable
Friday, March 1
8:30 - 10:00 A.M.

A monthly high-level discussion group of experienced planners focused on current topics and trends in the financial planning world, including financial products and services. A terrific peer-to-peer resource for planners and CFP® practitioners. All FPA members are welcome!
*Register by February 27

Hosted by
BENEFITS & BUSINESS SUPPORT
FPA Whitepaper: Business and Career Ideas for 2019

From marketing and team development to compliance and cybersecurity, FPA coaches share seven tactics to help you kick-start your practice and career.

View here (login required)
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?

Journal of Financial Planning
The February 2019 issue is available now! (Login required). Check out this month's cover story on tips for helping clients fill out the FAFSA.
FPA Connect

Join the conversation on FPA Connect , FPA's online communities for financial professionals.
Webinars & Podcasts

Need a Career Coach?

Barbara Kay joins the FPA Coaches Corner, sharing impactful strategies to help financial planners move forward and realize their vision of success at every career stage. Get started .
Group LTD Insurance 
Open Enrollment: Feb. 1 - 18

From Feb. 1 - 18, FPA members are guaranteed acceptance (unless previously declined by Standard Insurance Company) for LTD coverage through Ryan Insurance.
Get Media Attention Through FPA
Join FPA's next all-member virtual media training on Thursday, Feb. 21 from 4 – 5:30 p.m. ET. CFP® professional members who attend will qualify to take part in FPA MediaSource, which allows you to respond to reporter queries directly from your inbox! Learn more about how to ace your next media interview and sign up today.
SUPPORTING THE POWER OF PLANNING
Connect With Us

Email: [email protected] | Phone: 800-322-4237 ext. 7187 | www.fpametrony.org