January President's Newsletter

Dear FPA Metro New York Members,

Happy New Year, I hope everyone had a wonderful holiday season and here’s to a promising start to 2024!

With the new year I want to warmly welcome our new board members, as highlighted in my December update. Additionally, it’s a bittersweet farewell to those who have served over the past several years. A heartfelt thank you goes out to each of them for their unwavering commitment, dedication, and invaluable contributions to our chapter.

Let's acknowledge the remarkable individuals stepping down:

• Stephanie Carmel (5-year term) – Stephanie wore multiple hats during her tenure on the board—Advocacy Director, President-Elect, President, and Chair. Her ongoing commitment as our chapter’s representative to the OneFPA Advisory Council that our chapter’s voice is heard among FPA National leadership.
• Viki Kamin (5-year term) – Viki, our fearless Treasurer, expertly managed our chapter’s finances, meticulously tracking expenses, constructing budgets, and ensuring adherence to financial plans. Her warm presence and friendly face was a constant at all our in-person events and she will work with our new Treasurer to ensure a seamless transition.
• Rhoundy Jones (3-year term) – Rhoundy, a familiar face as the Pro Bono Director, worked tirelessly to sustain our Pro Bono activities throughout the pandemic. His dedication ensured an uninterrupted commitment to serving the underprivileged community. Rhoundy will continue his involvement as a liaison for the Bedford Stuyvesant Restoration Corporation.
•  Mallon Fitzpatrick (3-year term) – Mallon did a wonderful job as Education and Partnership Director throughout his term, collaborating with other board members to curate exceptional education meetings for our members.

Finally, I want to announce that the NexGen and Pro Bono communities are co-hosting our chapter’s first in-person event on January 16^th, REGISTER HERE! This will be a great opportunity for members looking to get more involved in either of these communities and who want to learn more about the chapter’s pro bono activities!

Erin Slocum

Erin Slocum, CFP®

FPA of Metro NY

President

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Pro Bono or NexGen

Upcoming Events

NexGen Powered Event & Pro Bono 2024 Kick Off

(all members are welcome to attend)

Tuesday, January 16th from 5PM to 8PM

Location: Natixis: Hudson Lafayette room

1251 Avenue of Americas, New York, NY 10020

• 5-6PM: “A conversation about the power of financial counseling for people with moderate means, and the promise of local government as a sponsor of financial empowerment services.” with Nicky Grist and Rose Harvey from Cities for Financial Empowerment (CFE) Fund
• 6-7PM: 2024 Pro Bono Kick Off! Happy Hour with refreshments

Webinar: The A,B,C's and D's of Medicare

Wednesday, January 24th

8:30AM to 9:30AM

The A, B,Cs & Ds of Medicare, when is the right time to enroll, how much does medicare cost, how to avoid penalties, and understanding the plan choices.

Michael Friedman, CMIP. has been in the insurance industry for over 18 years, focusing only on Medicare for the last 15. It started when his grandparents asked him to review their Medicare coverage. They were both confused, and after studying Medicare for 6 months, Michael realized they were not in the right plans for their situation and helped them change to plans that made more sense for them. Since then, Michael has been helping Medicare eligible individuals navigate Medicare to find the plan that fits best for them. Michael believes that one of the keys to making wise Medicare decisions is education. He has hosted as well as been a guest speaker for dozens of educational events, both in person and on zoom. He has presented at open enrollment meetings for companies, retirement fairs, and conducted radio interviews. He is a Certified Medicare Insurance Planner who is licensed in 25 states, including NY, NJ CT, FL, and CA.



1 CFP CE Pending Approval

Member Breakfast

Wednesday, February 28th

8AM to 9AM

Wealthspire -521 5th Ave, NY, NY

Join us for our first member breakfast of the year! Learn about membership in the FPA and how to make the most of your benefits. We look forward to meeting with you.

Welcome New Members in December



Maria Carmen Abustan 

Michael Cassidy, CFP®

Anne Donahue, CFP®

Sharon Han  

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