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FPANY Encore Career Study Group
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FPANY Encore Career Study Group

 

Founded in 2014, this community serves the interests of chapter members who are mid-career professionals entering financial planning from other fields. Since most Encore Group members are relatively new to the profession, our programming focuses on topics related to establishing a financial planning practice, business model options, new business development, client management, marketing, compliance and technology. We learn from each other’s experiences and celebrate success stories.

The Encore Group hosts speakers and arranged field trips to the offices of product and service provides located in New York City. Meetings are held quarterly and include time for networking. The Encore Group also co-hosts additional events with other FPANY committees with similar or overlapping interests.

 

Click here for a list of upcoming Encore Career Study Group meetings. If under Upcoming Events you see the message "There are currently no calendar entries matching the selected criteria" then check back soon for newly listed upcoming events.

PLEASE JOIN US! Join the FPANY Encore Career Study Group Email List by CLICKING HERE


Other questions? Contact Stephanie Genkin at PublicRelations@fpany.org.

 

Want to see some of our past events? Click here 

 

 

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Financial Planning Association of New York

551 Valley Road #358
Upper Montclair, NJ 07043
Email: info@fpany.org

Phone: 877-77-FPANY or 877-773-7269

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