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FPA of NY 2009 Proposed Slate - The 2009 FPANY Nominating Committee propose the following individuals to serve as your 2009 Board of Directors for the FPANY. The FPANY’s annual meeting is scheduled from 6-8 PM following the Ethics Meeting on Tuesday, October 7. At this time you will have an opportunity to vote and meet the members who will be serving you in 2009. Don’t miss this meeting. Click here for details the 2009 Proposed Slate.
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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 here for more details regarding the September 9th meeting. Note the schedule below. These dates have been posted on our calendar, which is located under News & Events on the top menu bar.
September 9 - Bond Basics
September 16 - Credit Reports/ Identity Theft
October 2 - Who Needs a Financial Planner? What Makes a Good Financial Plan?
October 6 - Financial Goals & Investing – Smart Ways to make them work
October 7 - Mutual Fund-a-mentals
November 12 - Five Common Mistakes Made on Wills
November 20 - Year-End Tax Tips |
September 9, 2008 - Presentation Skills Training Workshop with TJ Walker, host of “Bully Pulpits: Speaking Secrets of World Famous Leaders,” a daily TV show seen on the Speaking Channel. TJ is also the CEO of Media Training Worldwide. Click here for details and registration.
September 12, 2008 - FPA Joint Regional Technology Conference - The FPA Chapters of Fairfield County, Greater Hudson Valley & New York City present “TECHNOLOGY TRENDS FOR 2008 & BEYOND: How to Work Less & Make More!” A joint Regional Conference featuring the dynamic technology/practice management duo of Virtual Office News fame Joel Bruckenstein & David Drucker. Click here for details and registration.
September 17th Education Meeting - Come join us on September 17th at 5:00pm for a 2 credit CFP® program at Fordham University. Brett Gallagher of Artio Global Investors will speak about “The Global Economy: Worldwide Transformation”. Click here for details and registration.
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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 Bill Supper at (973) 525-1100. 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 |
