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NEWS FLASH |
PUBLIC EVENTS |
MEMBER EVENTS |
FIND A PLANNER
New York Financial Planners truly enjoy their work. Although they are serious when it is appropriate, they also know how to have fun. Click here to find a certified financial planner who can assist you with your financial planning needs - retirement, estate planning, insurance and investments.
MEMBERS IN THE NEWS
Become a member in the news by completing our Public Relations Questionnaire and faxing it to Hedda Nadler at (212) 371-0787 . Click here for the questionnaire. Then see your photo in this space when you make the news.
Message Board - Click here for the FPANY Message Board.
9/11 Volunteers Wanted - Click here
FPA Assistance to Victims of 9/11 - The New York chapter of the Financial Planning Association® is carrying on the work of the now-concluded FPA national program to assist individuals directly affected by the events of September 11, 2001. Volunteer Certified Financial Planners® may be able to provide assistance on budgeting, credit management and other financial planning issues. For more information, contact the FPA of New York by phone at 877-773-7269 or by email at 911support@fpany.org |
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The FPANY Membership Office Will Be Closed Thursday & Friday, July 2nd & 3rd for the July 4th holiday. The office will reopen on Monday, July 6th.
April 29, 2010 - 10th Annual Spring Forum - FPA Members register today for the special price of $99. Click here for details and registration.
FPA Annual Conference - October 10-13 in Anaheim, California - Click here for more details and to register.
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The Fall Public Library Series schedule is available. These meetings are available for the public and are held at the public library. As in the past, this series of talks will be given by members of the FPA NY Speakers & Scribes group.
Click on the meetings below for more details. These dates have been posted on our calendar, which is located under News & Events on the top menu bar.
September 16 - Avoiding the Common Mistakes Made on Wills
September 24 - Living on Less
October 6 - What Makes a Good Financial Plan?
October 7 - Getting the Most Out of Your Money
October 8 - Investing - Smart Ways to Make It Work for You
October 22 - Bonds for Beginners
November 5 - Year End Tax Tips
November 18 - IRAs and 401(k) - How Has the World Changed?
December 1 - Mutual Funds 101
December 15 - Building a Dream Retirement
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July 14th - Joint Meeting with the Investment Management Consultants Association of New York (IMCA NY) - Come join us on July 14th at 4:30pm for a 2 credit CFP® program. Our presenters will be Rae Rosen a senior economist and Assistant Vice President with the New York Federal Reserve, as well as David M. Richman, National Director of Eaton Vance Advisor Institute. Click here for details and registration.
September 9th - Education Meeting - Come join us on September 9th at 5:00pm for a 2 credit CFP® program. Richard Tortoriello of Standard and Poor's Equity Research will speak about “Quantitative Strategies for Achieving Alpha”. Click here for details and registration.
WEBINAR SERIES
Practice Management Webinar Series - We are pleased to bring you our Practice Management Webcast Series. Hosted by our Director of Practice Management, Tony Rizzuto, CFP®, CLU®, these complementary online meetings will bring you the latest in practice management deliverables and concepts. Please join us for our Webcasts! Registration is required. Please Note: Date and Topic are subject to change.
July 10 - Hiring to Grow
July 31 - Emotional Competence for the Financial Advisor
September 18 - Human Capital
September 25 - What Every Practitioner Should Know if You Hire Staff
October 16 - The “WOW” Experience
November 13 - Finding the Optimal Operations Model for Your Advisory Practice
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