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Morning Education Meeting
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Morning Education Meetings



2018 Meeting Schedule:

 

If you are a financial planning practitioner and have not attended the Morning Education Meetings, you are missing one of the best sources of information for your practice.

The topics covered at the meetings are focused on the specific needs of experienced financial planners. Members are jointly responsible for selecting the topics, finding the speakers and moderating the meetings.

In addition, at the end of each meeting, a thirty-minute case consultation period is held. Members may present current case problems and get the opinions of other members on alternative solutions.


All meetings are held from 8:30 am to 10:00am. 

Bring your own breakfast.


CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpany.org

Phone: 800-322-4237 ext. 7187

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