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POSTPONED - FPA of Metro New York Annual Forum 2020
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 Export to Your Calendar 4/27/2020
When: Monday, April 27, 2020
7:45 A.M. - 6:00 P.M. followed by an evening reception
Where: Map this event »
730 Third Avenue
New York, New York  10017
United States

Online registration is available until: 4/27/2020
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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




8 CE Credits          18+ Sessions          17+ Speakers







Special Statement Regarding COVID-19 (Novel Coronavirus) and FPA of Metro New York Annual Forum 2020

March 17, 2020


Dear Chapter Members and Friends,

We have all been touched by the unprecedented, rapid developments surrounding COVID-19. We share your concerns and have been monitoring the situation closely. Your health, safety, and well-being is our top priority. With this in mind, the Metro New York Chapter Board has been working hard to reschedule and transition chapter programming online to continue to deliver value and provide support to our community during these difficult times.

As a result, the Metro New York Chapter Board has made the following decisions: 

Annual Forum 2020: The FPA of Metro New York Annual Forum 2020 scheduled for Monday, April 27, 2020, will be postponed to a later date in the fall. All registrations will be credited toward the rescheduled event with paid registration rates honored. If you are unable to attend the rescheduled event, you may request a full refund. We will send a separate communication to those of you who have registered. 

Metro New York Chapter Meetings: We are committed to continue providing high quality CE programming without interruption. 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. 

Pro Bono Activities: We are working with our pro bono partners to provide pro bono financial planning services virtually. We encourage you to participate in this important work. FPA of Metro New York has been a leader in providing pro bono support since 9/11, and our members have risen again and again to meet the needs of the New York community in times of crisis. If you can contribute an hour or two virtually, please email

Thank you for your ongoing support and engagement with the chapter in the midst of these developments. Community is more important than ever during challenging times, and we are working on additional ways to stay connected with each other virtually. Look for additional updates via the chapter’s email newsletter and private LinkedIn Group.  

Please take all necessary precautions to keep yourselves and your loved ones healthy and safe. FPA is your professional home, and we are here to support you.

With best wishes,
Robert Hernandez, CFP®
2020 Chair

Stephanie Carmel, CFP®
2020 Chair-Elect

Clary Delano
Chapter Executive



Registration Fees 


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



Early-Bird Price through February 29, 2020

 March 1 - April 15, 2020 Price after April 15, 2020 
FPA Member*


$299 $349


$399 $449

*If you are an FPA member of another chapter, please contact us at 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, 2020. No refunds will be granted after April 15, 2020.


Please note that walk-in registration will not be available at the conference.









Dennis Stearns, CFP®, ChFC®


Stearns Financial Group 

The Future of the Financial Planning Profession 


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

Health Care Nightmares for the 2020s: What Financial Advisors Need to Know









Thank You to Our Platinum Partner













Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 800-322-4237 ext. 7187



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