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FPA of Metro New York 20th Annual Forum
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 Export to Your Calendar 4/29/2019
When: Monday, April 29, 2019
8:00 A.M. - 5:30 P.M. followed by an evening reception
Where: Map this event »
Convene
730 Third Avenue
New York, New York  10017
United States
Contact:


Online registration is available until: 4/29/2019
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Welcome to the FPA of Metro New York

20th Annual Forum!

 

A full-day CE conference featuring nationally acclaimed, leading speakers in the financial planning profession.

 

The Annual Forum has been the FPA of Metro New York chapter's premier event for the past 20 years.  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; network with your peers and our corporate partners; engage in valuable peer-to-peer learning and discussions; and come together for the financial planning profession's most important conversations

 

 

 

7.5 CE Credits          19 Sessions          18 Speakers

 

 

 

REGISTER NOW

 

 


 

Registration Fees 

 

Registration fees includes breakfast, lunch, and an evening reception.

 

 

Early-Bird Price through February 15, 2019

 Price after February 15, 2019
FPA Member*

 $225

$275
Non-member

 $325

$375

 
*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. 

Cancellation policy:  Registration fees are refundable for those cancellations received in writing no later than April 15, 2019. No refunds will be granted after April 15, 2019.

 

 


  

 

 KEYNOTE SPEAKERS

 

 




 

Mark Tibergien
Chief Executive Officer of

Advisor Solutions
BNY Mellon | Pershing 

 

Robert C. Doll, CFA
Senior Portfolio Manager,
Chief Equity Strategist
Nuveen Asset Management 

 

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

 

 

 VIEW ALL SPEAKERS

 

 

 


 

 

Thank You to Our Platinum Partners

 

 

 

   

 

  

VIEW ALL PARTNERS

 

 

 

CONTACT FPA of Metro NY

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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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