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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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February 24, 2010 -Allied Professional Event - Come join us on Wednesday, February 24th from 6:00 PM - 8:00 PM for an evening of networking among the financial planning community and other professions dedicated to serving their clients in a coordinated, efficient, and ethical manner. Click here for details and registration information.
An Update from the Financial Planning Coalition - Click here
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 Winter 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.
February 9 - Repairing Your Retirement Portfolio
February 23 - Roth IRAs - To Convert or Not?
March 16 - Tax Tips For Your 2009 Return
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February 17th Practitioner Meeting - Come join us on February 17th at 8:30am for a Practitioner Meeting. Bernard A. Krooks, Esq., afounding partner of the law firm Littman Krooks LLP will speak about "The Current State of Medicaid Planning". Click here for details and registration.
February 17, 2010 - Education Meeting - Come join us on February 17th at 5:00pm. Jill Miller, the principal of Jill Miller & Associates, P.C., will speak about “With the Estate Tax in Flux What is a New York Estate Planner to Do?”. Click here for details and registration.
March 3, 2010 - Education Meeting - Come join us on March 3rd at 5:00pm. Doug Orton of MFS Investment Management will speak about “Top IRA Planning Mistakes & Roth IRAs: Taxation, Conversions and Strategies”. Click here for details and registration.
April 22, 2010 - 10th Annual Spring Forum - FPA Members register today for the special price of $149. Click here for details and registration.
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