9 CFP® CE Credits. 9 Sessions. 15 Speakers.

A premier, virtual conference featuring nationally acclaimed, leading speakers in the financial planning profession over two half days of online engagement.

The FPA of Metro New York Annual Forum has been our chapter's standout event for over 22 years.  This year's virtual conference brings together key experts and thought leaders to discuss timely topics across many disciplines of financial planning and practice management.  No matter where you are in your career or how you practice, you will find stimulating content and sessions relevant to you. 

Join us for this opportunity to learn from top minds, engage with your peers and our corporate partners, and come together for the financial planning profession's most important conversations.

Monday, May 24, 2021

11:00 A.M. - 5:00 P.M. ET followed by entertainment

Tuesday, May 25, 2021

8:00 A.M. - 1:30 P.M. ET        

Registration Fees:

FPA Members: $150, Non-members: $250

Courtesy of The Mark Maimon Team at Freedom Mortgage and The Bonny Gilbert Reverse Team at Fairway Independent Mortgage Corporation, all attendees will now receive a $20 Seamless/Grubhub lunch voucher for use during the Forum.

Refund policy


We're partnering with next-generation virtual event platform Attendify to bring you a complete networking and content experience that is so much more than a video stream on a web page.

The Annual Forum has always been as much about energy as high-quality content: the power of a community of peers coming together to propel the financial planning profession forward. We're capturing that energy—facilitating engaging, interactive sessions and ways for you to connect with each other—so that this year's virtual Forum will still feel like a big event.


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Meet Our Speakers

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2021 Sessions and Agenda

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Annual Forum 2021 Partners

Thank you to our partners for their support in making the FPA of Metro New York Annual Forum New York City's most valuable financial planning event of the year. Be sure to attend our Partner Breakout Sessions for content & tools to optimize your practice.
Platinum Partner: Mark Maimon Mark.Maimon@FreedomMortgage.com
Gold Partner: Laurie Bond Laurie.Bond@schwab.com
Gold Partner: Judy Erdman, Vice President, Sales, judith.erdman@fmr.com
Gold Partner: Mark Schug mark.schug@osterweis.com
Gold Partner: John Eiler John_Eiler@troweprice.com
Gold Partner: John F. Penney, CFA® john.penney@invesco.com
Gold Partner: CJ Sillman (sillmc1@nationwide.com) & Parker Boron (boronp2@nationwide.com)
Gold Partner: Bonny Gilbert bonnyg@fairwaymc.com
Media Partner