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NEWS FLASH |
PUBLIC EVENTS |
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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. |
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October 1, 2010 - Technology Trends for 2010 & Beyond - If you are like most financial planning professionals, you want to be current on the latest technology designed to help you manage your practice more effectively and more efficiently. Dave Drucker and Joel Bruckenstein, the undeniable authorities on how financial planning professionals can utilize software, hardware and other technologies to improve and streamline their practices, are in the process of putting together an amazing program. Click here for details and registration.
FPA Denver 2010 - October 9-12, 2010 - FPA's annual conference and exposition is the single largest concentrated gathering of financial planning professionals in the world. FPA Denver 2010 is a one-stop-resource-shop that provides high-quality education that spans learning needs, delivering both the breadth and depth of topical areas. Click here for details and registration.
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 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 14 - Can you still achieve a Dream Retirement?
September 29 - Living on Less
October 5 - What makes a Good Financial Plan?
October 6 - Getting the Most Out of Your Money
October 7 - Investing - Smart Ways to Make It Work for You
October 27 - Bonds for Beginners
November 4 - Year End Tax Tips
November 16 - IRAs and 401(k)s - The World Has Changed
December 2 - Mutual Funds 101
December 15 - Avoiding Common Mistakes on Wills
Financial Planning Days - The Financial Planning Association® (FPA®), the Foundation for Financial Planning, Certified Financial Planner Board of Standards (CFP Board) and the U.S. Conference of Mayors announced a major initiative to provide free financial education and programming to underserved populations throughout the U.S. The first-of-its kind effort is slated to involve thousands of financial planners and consumers with the support of numerous cities in a series of “Financial Planning Days” scheduled for October 2010. Click here for more details.
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The FPANY Membership Office Will Be Closed on Monday, September 6th and will reopen on Monday, September 13th.
September 14, 2010 - New Planner Conference - You Are Not Alone! Are you a career changer? Are you a recent grad that is new to the business? The FPANY Mentoring and Career Development Committee is offering a special one day session where you will learn how to develop a marketing plan, prospect for referrals, present a financial plan to your clients and much more. Click here for details and registration.
September 15, 2010 - Practitioner Meeting - Come join us on September 15 at 8:30am for a Practitioner Meeting. Andrew Auchincloss, JD of Bernstein Global Wealth Management will speak about "Wealth Transfer Planning in Light of Tax Changes". Click here for details and registration.
September 15, 2010 - Education Meeting - Come join us on September 15 at 5:00pm. Vahan Janjigian, Ph.D., CFA, Chief Investment Strategist at Forbes will speak about “Even Buffett Isn't Perfect”. Click here for details and registration.
September 20, 2010 - FPANY CFP Exam Review Class - Follow the Class and Pass the Exam! The FPANY Mentoring and Career Development Committee is offering a CFP Exam Review Class, an eight week series beginning on September 20th, to our student members to help them pass the CFP Exam. Click here for details and registration.
April 28, 2011 - 12th Annual Spring Forum - Come join us at our 12th Annual Spring Forum! FPA Members register today for the special price of $99. Click here for details and registration.
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