Greetings!
First, many thanks to all those who joined us at the
20th Annual Forum
on April 29 and made it such a tremendous success! We had an exceptional roster of speakers and the day was well spent networking and learning from each other. We've been thrilled to hear such positive feedback from so many of you about the program, the food, the space—many of you told us this was one of the chapter's best Forums to date! We're so glad you enjoyed it, and, if you missed it, we hope to see you next year.
Next up, we hope you will join us for the
Ethics CE Meeting
tomorrow,
May 15
.
This will be the only Ethics CE meeting offered by the chapter in 2019, so if you need your credits, don't miss it!
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Scott Kahan, CFP®
2019 Chair
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Rob Hernandez, CFP®
2019 Chair-Elect
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Clary Delano
Chapter Executive
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Ethics CE Meeting: New Standards for a Fiduciary World
Wednesday, May 15
5:00 - 7:45 P.M.
Join us for an evening of networking, food, and wine featuring a new CFP Board Ethics course from the ever engaging
Dan Candura, CFP®
. This will be our only Ethics Meeting for 2019!
2 CFP® Ethics CE credits
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Pro Bono Committee Meeting
Wednesday, May 22
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 May 17
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FPA of Metro NY Toastmasters Club
Wednesday, May 22
7:00 - 8:45 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. Get feedback from financial experts, other professionals, and members of the general public on your communication skills—a terrific complement to doing FPA pro bono and public awareness work.
*RSVP by May 17
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Planners' Roundtable
Friday, June 7
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 June 5
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NexGen Study Group
Thursday, June 13
8:30 - 10:00 A.M.
A group for CFP® professionals within the first 8 years of their career and students or professionals aiming to become CFP® professionals. Join us for our first session,
What's Your Path?
with guest facilitator Hannah Moore, CFP®. We'll dive into what comes after the CFP® certification. Bring your questions and insights!
*Register by June 11
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Thank you all for joining us at the 20th Annual Forum and making it such a success!
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BENEFITS & BUSINESS SUPPORT
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New Three-Part Course Series: How To Guide Clients Through Life-Changing Situations.
Designed especially by and for financial planning professionals, this training prepares practitioners for working with clients through the most commonly identified, life-changing situations. Each session focuses on a different emotional event, detailing researched therapeutic techniques that any financial planner can use immediately in their practice.
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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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FPA Job Board
Newly redesigned to be more user-friendly and intuitive with features include resume writing, reference checking and career coaching services.
Visit the Job Board
.
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Journal of Financial Planning
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The
May 2019 issue
is available now (login required). Check out this important issue focused on diversity: where we've been, where we are, and where we're going.
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New to the Profession?
Welcome!
Check out
FPA's information especially tailored to you.
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Register for the 6th Annual FPA Advocacy Day in Washington, D.C.
Make your voice heard!
Join FPA members
from around the country on
June 5 - 6
to advocate for the profession.
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SUPPORTING THE POWER OF PLANNING
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With thanks to our Platinum Partners
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