Fall programming is underway! In particular, don't miss Media Mastery + An Evening with the Media on October 22nd , a two-part event in collaboration with Investopedia consisting of a media training workshop followed by an interactive panel discussion. It's an opportunity to network with your fellow members, learn the necessary skills it takes to amplify your exposure, and be part of what should be a fascinating conversation. We hope you will join us!
Wishing you a terrific weekend,
Scott Kahan, CFP®
Chapter Team Leader
Clary Delano
Chapter Executive
Media Mastery + An Evening With The Media
Monday, October 22
4:30 - 7:30 P.M.
Working with journalists is one of the easiest ways to increase your visibility and enhance your brand. Join us for this two-part event: Media Mastery , a media training workshop conducted by FPA Public Relations Director Ben Lewis, will teach you the necessary skills for working with the media, followed by an interactive panel discussion with nationally recognized journalists. CFP® professional FPA members who attend will qualify to take part in FPA MediaSource.

Food, wine, and networking will abound!

Hosted by and presented in partnership with
CFP ® Exam Review Course Series
Tuesday, October 2 - 30
6:00 - 8:00 P.M.

Preparing for the November CFP® Exam? Join your peers and a different specialist each week for this 5-week review course series focused on case studies and test-taking tips.
Morning Education Meeting
Wednesday, October 17
8:30 - 10:00 A.M.

Join us for a 1.5 CE credit presentation: Estate Planning in the Post-Trump Era with a focus on asset transfer and divorce with speaker Yolanda Kanes, JD.
Partner Webinar: Non-Traditional Loan Products for Non-Conventional Applicants
Thursday, October 25
12:00 - 1:00 P.M. EST

Learn from Mark Maimon about creative mortgage financing strategies to help your clients overcome challenging circumstances or seemingly inadequate financial qualifications. 1 CE credit

Presented by
Semi-annual Ethics CE Meeting
Wednesday, November 14
5:00 - 7:45 P.M.

Join Bonnie Kirchner, CFP®, MST  for this 2018 CFP Board Ethics course designed to bring practitioners up to speed on the changes to the Code of Ethics and Standards of Conduct.
2 CFP® CE credits for Ethics

Hosted by
FPA of Metro New York Holiday Party
Wednesday, December 5
FPA of Metro New York Annual Forum 2019
Monday, April 29, 2019
Pro Bono Committee Meeting
Wednesday, October 17
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: October 12.
FPA of Metro NY Toastmasters Club Meeting
Wednesday, October 17
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.
*Registration deadline: October 12.
NYPL Financial Planning Day
Friday, October 26
10:00 A.M. - 5:00 P.M.

FPA of Metro New York is proud to partner with NYPL to provide financial counseling sessions at the Library's semi-annual financial literacy event for the public. Interested in volunteering? Send us an email at   info@fpany.org .  

Download the flyer and share!
Advanced Practitioners Study Group
Friday, November 2
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!

Hosted by
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?

FPA Connect

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

FPA Policy & Advocacy Survey
Make your voice heard by October 18th on policy issues that advance or thwart our profession. Your input will help shape our policy positions for the upcoming year.

FPA's Fall Membership Drive is underway! Get 20% off individual membership dues through the month of October.

How to take advantage:

Refer a new CFP® Professional or Allied Professional member to FPA and  you’ll receive $50 off next year’s dues and the person you refer will receive $200 off first-year membership dues.

Apply for a Group Membership , an easy and efficient way for firms with fewer than 300 employees to access the professional development, community, continuing education, and practice management resources that drive success.
With thanks to our Partners
and our Media Partner
Connect With Us

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