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FPA of Metro New York Virtual Annual Forum 2020
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FPA of Metro New York Virtual Annual Forum 2020

 Export to Your Calendar 10/5/2020 to 10/6/2020
When: Monday, October 5 - Tuesday, October 6, 2020
Monday, October 5 at 11:15 A.M. EDT to Tuesday, October 6 at 1:00 P.M. EDT
Where: Virtual Conference Powered by Attendify
United States
Contact:


Online registration is available until: 10/5/2020
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REGISTERSPEAKERSSESSIONSPARTNERSAGENDA

 

 

FPA OF METRO NEW YORK

 

VIRTUAL ANNUAL FORUM 2020

 

 

A premier, virtual CE conference featuring nationally acclaimed, leading speakers in the financial planning profession over two half days of online engagement.

 

The FPA of Metro New York Annual Forum has been the chapter's standout event for over 21 years and now, we're going virtual!  This year's conference brings together key experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management.  No matter where you are in your career or how you practice, you will find stimulating content and sessions relevant to you.  

 

Join us for this opportunity to learn from top minds, engage with your peers and our corporate partners, and come together for the financial planning profession's most important conversations—all without leaving your desk!

 

 

 

8 CFP® CE Credits          Sessions          10 Speakers

 

   

 

Monday, October 5, 2020

11:15 A.M. - 5:05 P.M. ET

Chapter Networking Party: 5:05 - 6:00 P.M. ET

 

Tuesday, October 6, 2020

8:00 A.M. - 1:00 P.M. ET

 

 

REGISTER NOW

 

 

 

We're partnering with next-generation virtual event platform Attendify to bring you a complete networking and content experience that is so much more than a video stream on a web page.

 

Annual Forum has always been as much about energy as high-quality content: the power of a community of peers coming together to propel the financial planning profession forward. We're capturing that energy—facilitating engaging, interactive sessions and ways for you to connect with each other—so that this year's virtual Forum will still feel like a big event.

    

 

 


 

Registration Fees

 

 

FPA Member*

 

 $150

 

Non-member - Join FPA and Save!

 

 $250

 


 

 

 

 

 

 

 

 

*If you are an FPA member of another chapter, please contact us at info@fpametrony.org for a promo code in order to receive the member price.


For your protection, credit card payments are only accepted online. 

Refund policy:  Registration fees are refundable minus a processing fee for those cancellations received in writing no later than September 14, 2020. No refunds will be granted after September 14, 2020.

 

 

 


  

 

KEYNOTE SPEAKERS

 

 



 

Dennis Stearns, CFP®, ChFC®

President

Stearns Financial Group 

The Future of the Financial Planning Profession  

 

Carolyn McClanahan, M.D., CFP® 
Director of Financial Planning
Life Planning Partners, Inc. 

Financial Planning in the Age of COVID

 

 

 VIEW ALL SPEAKERSVIEW ALL SESSIONS

 

 

Full Conference Schedule Forthcoming

 

 


 

 

Thank You to Our Platinum Partner

 

 

 

 

  

SUPPORT OUR PARTNERS

 

 

 

 

We are committed to continue providing high quality CE programming without interruption to our FPA of Metro New York members and community. For the foreseeable future, all chapter continuing education meetings, committee meetings, and study group sessions will be held virtually in line with recommendations from the Center For Disease Control (CDC), New York State, and New York City authorities. 

CONTACT FPA of Metro NY

NAVIGATION

CONNECT

Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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