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News & Press: FPANY Chapter Event Photos

March 30, 2017 - First quarterly Hidden Figures Evening

Tuesday, April 4, 2017  
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Look What you Missed at our March 30th Hidden Figures: An Evening celebrating the 3 W’s*

*For Women, By Women, On Women-focused topics

 

This was our first quarterly event to highlight, promote and support women in the financial industry---both advisors and allied professionals. 

 

Our first event was held at the historic Friars Club and featured a panel discussion with four women who have played significant leadership roles in the FPA New York chapter, while building successful solo practices: Judy Volkmann, Esq., CFP® is a retired trust & estates attorney and one of the founders of FPA New York’s robust Pro Bono Committee. Lauren Prince CFP® CLTC is founder and principal of Prince Financial Advisory, LLC and served as president of the chapter in 2007. Jenifer Lee CPA, CFP®, MBA is the founder of 4D Tax & Financial Planning and a past board member of our chapter. Lisa E. Solomon, CTFA is founder and principal of Solomon & Associates, LLC.

 

 

       


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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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