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FPANY Chapter Event Photos
Monday, March 13, 2017
February 24, 2017 - Pro Bono Committee honored by Working in Support of Education (W!SE) »
Congratulations to our Pro Bono Committee! Nonprofit partner, Working in Support of Education (W!SE), honored our chapter...
Monday, February 6, 2017
February 2nd Encore Study Group field trip to INVESTOPEDIA »
INVESTOPEDIA hosted members of the FPANY Encore Career Study Group for a networking reception and presentation on how to u...
Monday, February 6, 2017
January 28th - FPANY member Erika Safran CFP® present “How to Construct a Diversified Portfolio” »
On Saturday, January 28th, 45 people came to hear FPANY member Erika Safran CFP® present “How to Construct a Diversified P...
Tuesday, January 31, 2017
January 23, 2017 - Pro Bono Committee's 3rd Annual Financial Literacy Education Summit »
Levar Haffoney, 2017 Director of the FPANY Pro Bono Committee, hosted chapter members and representatives from partner org...
Monday, January 30, 2017
January 25th Evening Meeting on Tax Efficient Investing »
All seats taken at Robert Gordon's Tax-Efficient Investing meeting. Visit his company website

FPANY Chapter News
Tuesday, March 14, 2017
Welcome to our New Members - January & February 2017 »
The FPANY would like to welcome the following New Members who joined our Chapter! Manyell Akinfe-Reed...
Tuesday, March 14, 2017
Members Celebrating Anniversaries - March 2017 »
The FPANY would like to congratulate our members who are celebrating a milestone Anniversary!   20 Year...
Monday, March 13, 2017
2017 FPANY CFP Exam Fee Scholarship »
In order to promote the CERTIFIED FINANCIAL PLANNER designation and to recognize member volunteers who make our chapter su...
Monday, January 16, 2017
We Are Looking For Member Content »
If you write a client newsletter or blog about financial planning-related topics, reach out to the FPANY chapter’s Social...
Friday, June 3, 2016
Are you interested in volunteering your financial planning skills? »
Are you interested in volunteering your financial planning skills to help low-income and/or low-asset New Yorkers? Th...

Financial Planning News
Wednesday, March 22, 2017
Should College Students Be Required to Take a Course in Personal Finance? »
Being knowledgable about money management, budgeting and finance is no guarantee of success in life. But ignorance ab...
Tuesday, November 15, 2016
FPA members can apply to win a CFP® Exam Review scholarship valued at $1050! »
What will winning the FPA scholarship provide? Keir's CFP® exam study materials - retail $450 Cho...
Tuesday, March 8, 2016
IRS Scam Phone Calls Continue »
We're continuing to hear of people who receive phone calls or voicemails from "the IRS" demanding payment or requesting a...

Social Security News
5 hours ago
April is National Social Security Month! »
For more than 80 years, Social Security has helped secure today and tomorrow with information, tools, and resources to mee...

FPA National News & Events
Saturday, March 4, 2017
FPA “TAKE 5” For February 2017 »
Each month the FPA provides us with a quick rundown of five news items - worth sharing with our chapter members. Please&nb...
Friday, January 27, 2017
FPA Retreat 2017 - April 24-27, 2017 »
FPA Retreat 2017 - April 24-27, 2017 Return to Château Élan April 24-27, 2017 to learn, connect and grow as a financ...




Financial Planning Association of New York

551 Valley Road #358
Upper Montclair, NJ 07043

Phone: 877-77-FPANY or 877-773-7269




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