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Annual Forum 2019
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 Export to Your Calendar 4/29/2019
When: Monday, April 29, 2019
Where: Map this event »
Convene
730 Third Avenue
New York, New York  10017
United States


Online registration is available until: 4/29/2019
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FPA OF METRO NEW YORK

 

ANNUAL FORUM 2019

 

Monday, April 29, 2019

 

 

 

 

 

A premier, annual, full-day CE conference

 

featuring nationally renowned, leading speakers

 

in the financial planning profession, including:

 

 

KEYNOTE SPEAKERS

 

 

 

 

MARK TIBERGIEN (Bio here)


Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing 


and a member of Pershing’s Executive Committee

 

How To Become The Employer Of Choice

Many leading firms recognize that their very best employee is more important to the business than their very best client. Yet very few firm leaders have been trained to be effective people managers, a skill in acute demand today given the changing demographics of the profession and the communities advisors serve. Join Mark Tibergien, head of BNY Mellon Pershing’s RIA Custody unit, as he addresses the landscape for hiring and developing talent, creating a career path, developing effective leaders, and creating a dynamic, compelling work environment for new recruits, drawing on new research developed by the CFP Board Center for Financial Planning, for which he is chair of the Workforce Development Committee, and his many years of experience working with thousands of advisors on matters related to strategy, structure, people, processes and transition.
  

 

 


 

 

CAROLYN McCLANAHAN, M.D., CFP®  (Bio here)


Director of Financial Planning, Life Planning Partners, Inc.

 

Creating An Aging Plan


Long term care costs are out of control. By preparing in advance, clients can potentially mitigate the costs and live their later years with greater peace and safety. Dr. McClanahan discusses putting preventive practices in place to help clients ease living transitions, driving transitions, and health care decision making transitions.

 

 

 


BREAKOUT SESSIONS

 

 

SUZANNE SIRACUSE


CEO/Publisher, InvestmentNews

 

 

 


PAUL T. (TED) KLONTZ, Ph.D. (Bio here)


Associate Professor of Practice of Financial Psychology and Behavioral Finance

 

at Creighton University’s Heider College of Business 


and a Founder of the Financial Psychology Institute®

 


ROBERT POWELL


Editor, TheStreet's Retirement Daily; USA TODAY; 
Retirement Management Journal

 

 

ROBERT MAUTERSTOCK, CFP®, CLU, ChFC


CEO, KR Wealth Management

 

 

 

______________________________________________________

 

 

 

JOIN US AT CONVENE

 

730 Third Avenue (between 45th & 46th Streets)

 

New York, New York 10017

 

 

 Monday, April 29, 2019

 

8:00 A.M to 5:30 P.M., followed by an evening reception

 

Registration includes breakfast and lunch.

 

 

__

 

 

 Register today for Early-Bird prices, valid through February 15, 2019.

 

 

Member*: $225

 

Non-Member: $325

 

  

*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: The Forum fee is refundable for those cancellations received in writing no later than April 15, 2019. No refunds will be granted after April 15, 2019.

 

 

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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