NOVEMBER 2018 NEWS
Greetings!

We hope you are keeping warm and dry this snowy New York day!

The big take-away from this month's newsletter: don't miss the Holiday Party at The Polynesian on December 5th ! Tickets are only $20 for members ($40 for non-members) and include access to an open bar and appetizers at this fine tiki lounge at The Pod Hotel 42. Space is limited, so register today and join us. We look forward to seeing you there!
Wishing you a terrific weekend,
Scott Kahan, CFP®
Chapter Team Leader
Clary Delano
Chapter Executive
EVENTS & EDUCATION
Morning Education Meeting: Reverse Mortgages: The Cinderella of Retirement Planning? 
Wednesday, November 28
8:30 - 10:00 A.M.
Join Bonny Gilbert of Fairway Independent Mortgage for a look at how recent program changes and groundbreaking research suggest that reverse mortgages might well be the answer to the retirement crisis.
1 CFP® CE credit

Presented by
Photo Credit: The Polynesian
FPA of Metro NY Holiday Party
Wednesday, December 5
6:30 - 8:30 P.M.
Leave your winter woes behind and join us at The Polynesian, a fine Tiki Lounge at The Pod Hotel 42. Open bar and appetizers. Come one, come all!
SAVE THE DATE
FPA of Metro New York Annual Forum
Monday, April 29, 2019
Convene

Registration will open soon!
MEMBER ACTIVITIES
Pro Bono Committee Meeting
Wednesday, November 28
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@fpany.org .
*Registration deadline: November 23
FPA of Metro NY Toastmasters Club Meeting
Wednesday, November 28
7:00 - 8:30 P.M.

I mprove 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: November 23
Advanced Practitioners Study Group
Friday, December 7
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!

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MEMBER BENEFITS & NEWS
Power up your business with the FPA Coaches Corner

Bringing together content from the best and brightest coaches in the profession, the FPA Coaches Corner is your one-stop-shop for the tools and resources to help you succeed. 

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?

Read All About It!
FPA's Strategic Directive
Read more about FPA's Primary Aim, Strategic Directive, and its bold vision for the future in a special feature in the November issue of the Journal of Financial Planning .

The OneFPA Network
Envisioning the Future of FPA With You In Mind. Learn more .
FPA Connect

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

2018 FPA Annual Conference Recordings

Available now! Earn up to 15 hours of CFP® CE credits.
ADVOCACY
Check out this recap of FPA's 2018 priorities, and learn more about its long-term advocacy strategy to elevate the profession in an op-ed from FPA President Frank Paré, CFP® via ThinkAdvisor.com.
SUPPORTING THE POWER OF PLANNING
With thanks to our Partners
and our Media Partner
Connect With Us

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