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NYPL Financial Planning Day - September 20, 2019

 

FPA of Metro New York was proud to partner with the New York Public Library once again to provide CFP® professional volunteers from amongst our membership to conduct free, 30-minute, one-on-one counseling sessions with the public at Financial Planning Day on September 20th at the SIBL Branch.  The chapter hosted a table at the Financial Fair with consumer-related information about financial planning and conducted nearly 70 counseling sessions!  It was a rewarding day for all.  Thank you to everyone who volunteered!

 


   

Stephanie Carmel, CFP® and Scott Kahan, CFP® talk to a Library patron at NYPL Financial Planning Day

 

 


 

Lunch & Learn: Managing Taxable Investments - September 17, 2019

 

On September 17, 2019, we kicked off the first in a series of interactive Lunch & Learn sessions hosted by our partners designed to deliver quality continuing education for credits without sales pitches. Our first session was hosted by Natixis and members attended a lunch and presentation on managing taxable investments. The feedback was great, and we look forward to doing more of these!

 


 

 


   

 

 


 

Evening Networking & CE: Understanding Regulation 187: The Best-Interest Rule For Life Insurance - September 10, 2019

 

FPA Metro New York members joined their peers on September 10, 2019, for an evening of networking and CE featuring a presentation and discussion of New York State's Best Interest Rule for life insurance (Regulation 187) with Steven S. Zeiger, CEBS, TEP.  The event was hosted by Investopedia at the Dotdash offices overlooking Times Square.

 


   

 

 


 

FPA of Metro New York Summer Party - July 24, 2019

 

Many thanks to everyone who turned out for the FPA of Metro New York Summer Party to exceptional weather on the 10th-floor terrace of Butter Restaurant in Midtown Manhattan. What a great party! FPA hosted the event as a special thank-you to Metro New York chapter members for their membership and commitment to the profession, and we were joined by FPA 2019 President-Elect Martin Seay, Ph.D., CFP® on behalf of the FPA Board of Directors. We enjoyed good fun, great food, and even better company, and it was wonderful to see so many of you there.  

 

 


     

FPA 2019 President-Elect Martin Seay, Ph.D., CFP® welcoming the group

       

 

 

     

 

FPA of Metro New York 2019 Chair Scott Kahan, CFP® welcoming the group

 


     
       

 

 


 

Evening Networking & CE: Everything You Need To Know About ETFs - June 19, 2019

 

On June 19, we gathered at the Dotdash offices in Times Square courtesy of Investopedia for Everything You Need To Know About ETFs, an evening CE presentaion with Legg Mason's Managing Director Brandon Clark about popular misconceptions, current trends, and how to make ETFs a more vital part of investment management.

 


   

 

 


 

FPA of Metro New York 20th Annual Forum - April 29, 2019

 

Many thanks to all those who joined us at the FPA of Metro New York 20th Annual Forum on April 29 and made it such a tremendous success! We had an exceptional roster of speakers and the day was well spent networking and learning from each other. We've been thrilled to hear such positive feedback from so many of you about the program, the food, the space--many of you told us this was one of the chapter's best Forums to date! We're so glad you enjoyed it, and, if you missed it, we hope to see you next year.

 

If you missed it, you can check out the full program here

 

  


   
Carolyn McClanahan, M.D., CFP® Keynote: Creating An Aging Plan    

 


   

 


   
   

 


 
'Let's Talk' Panel: The Evolution of the Financial Planning Profession: Fostering Diversity, Inclusivity, and Equity
 

 

 

   
Paul T. (Ted) Klontz, Ph.D., Practical Ideas For Strengthening and Increasing Resilience of the Client-Professional Relationship    Mark Tibergien Keynote: How to Become the Employer of Choice

 


 
FPA of Metro New York 2019 Chapter Board  

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