Happy New Year!

We're starting off 2019 strong: Early-Bird registration for Annual Forum 2019 is open! This year's conference will boast nationally renowned speakers the likes of whom you typically won't see at rates like these, so do take advantage before February 15th.

In the meantime, don't miss the upcoming Networking & Roundtable on Taxes in 2019 on January 16th , and we hope you'll join us in giving a warm welcome to your 2019 Chapter Board !
With best wishes,
Scott Kahan, CFP®
2019 Chair
Clary Delano
Chapter Executive
Scott Kahan, CFP®
Robert Hernandez, CFP®
Valerie Adelman, CFP®
Kevin Brady, CFP®
Peter Creedon, CFP®, ChFC, CLU
Victoria Fillet-Konrad, CFP®
Viktoria Kamin, CFP®
Allan Katz, CFP®, ChFC, CLU
Kaitlin Nicholis, CFP®
Martisha Patterson, CFP®
Eleanor Peterkin, CFP®, CIMA, MBA

Drop us a line and let us know how we can best serve you in 2019!
Networking & Roundtable on Taxes for 2019
Wednesday, January 16
Join us for a light networking breakfast (bagels and coffee will be available) followed by a presentation and open-forum session with Perry Shulman, CPA, MBA, CFP® on the new tax laws. A great opportunity for financial planners to ask tax questions at no charge! 1 CFP® CE Credit. Space is limited.
FPA of Metro New York
Annual Forum 2019
Monday, April 29
Early-Bird registration is open now through February 15! Lock in the Early Bird rate to our biggest CE event of the year which, in 2019, will feature nationally acclaimed speakers and leaders of the profession.
FPA Retreat 2019
May 6 - 9
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!
Pro Bono Committee Meeting
Wednesday, January 16
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 probono@fpametrony.org .
*Register by January 11
FPA of Metro NY Toastmasters Club
Wednesday, January 16
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 by January 11
Planners' Roundtable
Friday, February 1
8:30 - 10:00 A.M.

This group meets monthly to discuss current topics and trends in the financial planning world, including financial products and services, and act as a resource to experienced CFP® practitioners. All FPA members are welcome!
*Register by January 30
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.

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 January 2019 issue is available now! Check out this month's cover story on blockchain and how it is affecting the financial planning profession.
FPA Connect

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

Don't miss these upcoming webinars and podcasts, including the January 20th Journal in the Round: AI's Impending Wave and How Planners Can Prepare .
Save on 2018 FPA Annual Conference Recordings!

Save 15 - 20% off recorded sessions featuring some of the most highly rated speakers in the profession. Earn up to 15 hours of CFP® CE credits.
Make Your Voice Heard
Last chance! Let us know what you think about the CFP Board’s Proposed Procedural Rules by taking our survey .
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 Marketing@OneFPA.org ; if you plan to submit a video, please email a DropBox link.
Connect With Us

Email: info@fpametrony.org | Phone: 800-322-4237 ext. 7187 | www.fpametrony.org