NOVEMBER 2019 NEWS
Greetings!

First things first: registration for the annual FPA of Metro New York Holiday Party is open! We'll be at Juniper Bar and Grill this year with a private bar and great food. Snap up your tickets before they sell out this will be an evening you won't want to miss!

In other news, check out our event line-up through 2019 below and join us for an upcoming networking and CE meeting, as well as various committee and study groups meetings. We look forward to seeing you soon!
With best wishes,
Scott Kahan, CFP®
2019 Chair
Rob Hernandez, CFP®
2019 Chair-Elect
Clary Delano
Chapter Executive
UPCOMING EVENTS
NexGen Happy Hour
Wednesday, November 13
5:30 - 7:30 P.M.

Calling all NexGen community members! Join us for a Happy Hour and complimentary appetizers at The Wheeltapper Pub and Patio. Free to attend. Cash bar.
FPA All-Member Virtual Media Training
Thursday, November 21
4:00 - 5:30 P.M.

Learn how to effectively work with journalists and, if you're a CFP® professional member, participate in FPA MediaSource to respond to reporter queries directly from your inbox.
FPA of Metro New York Holiday Party
Wednesday, December 4
5:30 - 8:30 P.M.

Tis the season! Join us for the chapter's annual sell-out event, this year at the Juniper Bar and Grill. This is an evening of networking and festive merriment you won't want to miss. Hurry: tickets will go fast!
Planners Roundtable
Friday, December 6
8:30 - 10:00 A.M.

A monthly high-level discussion group for experienced planners focused on current topics and trends in the financial planning world.
Morning Networking & CE:
New York’s New Landlord-Tenant Housing Laws & The Impact on Property Owners
Wednesday, December 11
8:30 - 10:00 A.M.

Join us for a light networking breakfast of bagels and coffee followed by a CFP® CE presentation 1.5 CE Credits
NexGen Study Group
Thursday, December 12
8:30 - 10:00 A.M.

A group for new CFP® professional planners, career changers early in their careers, and those aiming to become CFP®s. Topic information coming soon.
Pro Bono Committee Meeting
Wednesday, December 18
5:30 - 6:45 P.M.

Be part of the chapter's inspiring pro-bono work in the community while developing your own planning knowledge and skills in new ways.
CHAPTER NEWS
Pro Bono at Habitat For Humanity
On Monday, November 4th, members of the chapter's Pro Bono Committee offered a financial workshop on budgeting and debt management in partnership with Habitat for Humanity, Community Kinship Life, Brightpoint Health, and Princess Janae Place. CFP ® volunteers offered one-on-one sessions after the workshop.
Interested in volunteering? Get involved by reaching out to probono@fpametrony.org .
Asset TV Hot Seat Opportunity

Asset TV is looking for up to three FPA Metro NY member advisors interested in participating in an upcoming taping of Hot Seat  on the topic of Stable Value. If you are interested in visiting the Asset TV studio over the next three weeks to answer questions, let us know as soon as possible: this is a limited opportunity!
Volunteer Opportunities

Are you interested in joining the Pro Bono Committee? counseling or speaking at NYPL? helping us plan educational and social programming? getting involved with advocacy efforts? Let us know !
Members in the News

Have you participated in a conference recently? won an award? If you or another member you know has done something newsworthy, we'd love to know !
Member Anniversary Milestones

Join us in celebrating Metro New York members who marked a significant FPA anniversary in October. Congratulations!

40 years
S. J. Greco

25 years
Annabelle V. Agcaoili, CFP®
David A. Frisch, CPA, PFS, CFP®
John M. Giacoppo, CFP®

20 years
James Tissot

15 years
Allan Katz, CFP®

5 years
Peter May, CFP®
SUPPORTING THE POWER OF PLANNING
With thanks to our Partners
Platinum Partners
Gold Partners
Education Partners
Media Partner
Connect With Us

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