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Financial Empowerment Programs

The committee conducts group financial literacy programs and workshops in all five boroughs of New York City. Our financial empowerment workshops and individual counseling sessions deliver hundreds of hours of financial planning to the community each year.  We offer the following programs to partner organizations:

 

 

One-on-One Planning Sessions

30-minute sessions with clients to assist in establishing a financial plan and address individulized questions.

 

Single Workshops

Regarding Taxes, Retirement Planning, Credit Repair, Banking or other topics as requested.

 


Basic Financial Empowerment Program

A unique program for certain organizations that consists of a four-to-six session workshop series about the basics of goal setting and budgeting, banking, credit repair, debt management, savings and investments, and very basic retirement planning, insurance, and wills.

 

 

Advanced Program

A twelve week, one-and-one-half hour workshop series (some with pre- and post-testing) covering the following financial planning topics:

  1. Goals & Spending - Banking
  2. Credit and Credit Repair
  3. Insurance
  4. Employment Benefits - Find the Hidden Treasures in Your Paycheck
  5. Investments - Understand Investments & Build a Portfolio
  6. Retirement - Retire Young & Rich
  7. Demystify Your Tax Return
  8. Buy or Rent
  9. Small Business
  10. Wills - No Will! - Who Gets Your Stuff & Who Raises Your Kids?
  11. Review
  12. *Exam and Certificate of Financial Literacy Presentation Ceremony (for the MoneyW!SE Program)

 




CONTACT FPA of Metro NY

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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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