OCTOBER 2019 NEWS
Greetings!

Fall is in full swing, and as you'll see from the event line-up below, it's a busy season for FPA of Metro New York. Join us for morning and evening networking and CE meetings, committee and study groups meetings, and the second in a new series of Lunch & Learn sessions we kicked off last month to great feedback. See you soon!
With best wishes,
Scott Kahan, CFP®
2019 Chair
Rob Hernandez, CFP®
2019 Chair-Elect
Clary Delano
Chapter Executive
UPCOMING EVENTS
Morning Networking & CE:
Using Home Equity to Fund Long-Term Care
Wednesday, October 2
8:30 - 10:00 A.M.

Join us for a light networking breakfast of bagels and coffee followed by a CFP® CE presentation and discussion with Bonny Gilbert of Fairway Independent Mortgage. 1 - 1.5 CE Credits
Planners Roundtable
Friday, October 4
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.
NexGen Study Group
Thursday, October 10
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, October 16
5:30 - 6:45 P.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.
Lunch & Learn: The Outlook on Equities
Tuesday, October 29
12:00 - 2:00 P.M.

NEW!  Join us for the second in a series of interactive Lunch & Learn sessions hosted by our partners designed to deliver you quality continuing education no sales pitches! Attend a luncheon at Capital Group followed by the presentation. 1 CE Credit
Evening Networking & CE:
Making Sense of Medicare
Wednesday, November 6
5:30 - 7:30 P.M.

Join us for an evening of networking and CE with Elizabeth Gavino focused on Medicare and how to help your clients navigate Open Enrollment. Hosted by Investopedia. 1.5 CE Credits
CHAPTER NEWS
September Events

It's been a busy month for events! FPA Metro New York members joined their peers for an evening of networking and CE featuring a presentation about Regulation 187. We also kicked off the first in a new series of interactive Lunch & Learn sessions with a lunch and presentation on managing taxable investments at Natixis.
Check out more photos here . If you missed these events, make sure to keep an eye on your email and the website event calendar for upcoming events!
NYPL Financial Planning Day
Many thanks to all Metro New York members who volunteered to conduct free one-on-one counseling sessions with the public at Financial Planning Day on September 20th at the SIBL Branch. The chapter hosted a table at the Financial Fair with consumer-related information about financial planning and our volunteers conducted nearly 70 counseling sessions! If you missed it and would like to participate next time, let us know .
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 those Metro New York members who recently marked a significant FPA anniversary. Congratulations!

10 years
Thomas McCandless, CFA

5 years
Jeanne Berger, CFP®
Howard Cowan, ChFC, CLU
PARTNER SPOTLIGHT
Support from our partners makes possible so much of the programming we offer in Metro New York, and we'd like to show our gratitude by highlighting them in our monthly email newsletter.
This month, we're featuring Fairway Independent Mortgage Corporation , a mortgage lender with more than 650 locations and approximately 6,800 employees nationwide dedicated to service, speed, and satisfaction. Fairway is committed to serving its clients and the communities where it does business. Join us for Bonny Gilbert's October 2nd presentation: Using Home Equity to Fund Long-Term Care .
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