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2018 Annual Forum
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6/1/2018
When: Friday, June 1, 2018
Where: New York University School of Law
Vanderbilt Hall
40 Washington Square South
New York, New York  10012
United States


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Annual Forum 2018

 

 

Friday, June 1, 2018

 

 

 

 

 

7 CE CREDITS 

 

 

FPA of New York’s premier, annual, full-day CE event

featuring keynote speakers, panels, and breakout sessions

 

The highlight of our calendar year!

 

 

Join us for the 2018 Annual Forum: a full day providing 7 CE credits including our ever-popular Economic Panel, general sessions in trending topics, and afternoon break-out presentations focused on all areas of financial planning.

 

 

Register Today!

 

 

Schedule at a Glance

8:00 – 8:30 A.M. Registration & Continental Breakfast
8:30 A.M. – 5:30 P.M. – Annual Forum (Lunch provided)

5:00 – 7:00 P.M. – Evening Reception   

 

Hear from industry experts and earn CE credits during the day, then stay to enjoy an evening of networking with colleagues, peers, and the day's presenters.

 

Download the Agenda

 

Location

NYU School of Law
Vanderbilt Hall
40 Washington Square South
New York, NY 10012
(Directions here)

 

Speakers

View a list of speakers

Bios will be added as they become available

 


 

Keynote: Economic Outlook

 

Neal Soss, PhD, Vice Chairman of Investment Strategy and Research at Credit Suisse

 

 

 

MEET OUR ECONOMIC PANEL:

 

       

Panel Moderator: Michael Santoli, Senior Markets Commentator at CNBC

 

Ellen Zentner, Managing Director and Chief Economist at Morgan Stanley  Krishna Memani, Chief Investment Officer at Oppenheimer Funds

Catherine LeGraw, Member, Asset Allocation Team, GMO LLC 

 

 

 

View a full schedule of speaker presentations.

 

 

Registration

 

2018 Forum Registration Fees:

 

Early Bird Registration

through April 30, 2018

May 1 - 31, 2018

On-site Registration

FPA Members

 $189 $249 $299

Non-FPA Members

 $285 $345 $395

   


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

 

Cancellation policy: The Forum fee is refundable for those cancellations received in writing at the FPANY address above no later than May 1, 2018, minus a $50 administration fee. No refunds will be granted after May 1, 2018. Absolutely no exceptions to this policy.

 

 

THANK YOU TO OUR SPONSORS:

 

Platinum Gold Silver  

        
       
       

Forum Exhibitors 

 

 

 

 

 

 

 

 

 

 

         

 

 

     

 

 

 

 

 

 

     

 

AND TO OUR MEDIA PARTNER:

 

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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