We are committed to curating a diverse array of events and webinars to maximize the value of your membership. While some dates are subject to change, we're excited to share our outlined schedule for the year. Stay tuned for updates by checking back regularly!
FPA of Metro New York Chapter Event Calendar
Upcoming Events
Tuesday, October 14, 2025 5:30-7:30PM, FPA MNY hosts "Enhancing Your Client Experience" Education Session with Brian Leitner & Happy Hour at Columbia University in New York
In wealth management, client experience drives growth and referrals. Join Brian Leitner, Managing Director at Mariner Wealth Advisors, for practical strategies to deepen engagement and elevate the experience you deliver. Happy hour to follow!
Wednesday, October 22, 12:00-1:00pm, Mark Maimon is presenting "Getting Clients Out of The Spiral of Consumer Debt", Webinar
Join FPA MNY and Mark Maimon to explore strategies for helping clients manage consumer debt. Learn when tapping home equity can be a smart way to reset finances and reduce high-interest debt.
Thursday, November 6, 2025 5-7PM, FPA MNY and The New York Community Trust for Philanthropic Advising and Happy Hour to follow
Please join FPA MNY and The New York Community Trust for Philanthropic Advising: Connecting Clients with Their Values. Presented by Julia Chang, Associate Director, Philanthropic Strategy. Invitation is for Members ONLY and is non-transferrable
Saturday, November 8, 2025 9-1:30PM, FPA Metro NY & AARP the day includs a Keynote, Breakouts & One-on-One Financial Counseling Sessions - Volunteer Today!
AARP’s “ProBono Financial Empowerment” event is November 8 at NYSBA, with keynotes, breakout sessions, and one-on-one counseling. Volunteers are needed to assist with 15-minute counseling sessions.