Upcoming Chapter Events
FPA of Metro New York NexGen Study Group
Thursday, February 11
8:30 - 10:00 A.M. EST | VIRTUAL
New CFP® professional planners, career changers, and those aiming to become CFP® professionals: join us for a discussion about job searches and how to better present yourself as a candidate with Ryan Shanks, CEO of FA Match.
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Controlling Our Professional Destiny Through Advocacy
Tuesday, February 16 | VIRTUAL
5:30 - 7:15 P.M. EST
Are you interested in influencing the direction of the financial planning profession? This is an opportunity for FPA members in New York State to learn about advocacy at FPA, from policymaking in New York State to pertinent state and national regulations, and how to get involved. 2 CFP® CE credits
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Life Planning: Building a Stronger and Deeper Relationship With Clients
Wednesday, February 24 | VIRTUAL
4:30 - 6:00 P.M. EST
Join us for a glimpse at how Life Planning can enable you to make deeper and stronger relationships with your clients. Frank Corrado, CPA, CFP, and Registered Life Planner, will recount his journey, provide experiences with actual client cases, and describe some of the key considerations in implementing the practice in your firm. 1.5 CFP® CE credits
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Art and Collectibles: How to Help Your Clients Protect and Plan
Wednesday, March 17 | VIRTUAL
4:30 - 5:30 P.M. EST
Most clients believe they hold certain tangible items, including fine and decorative art and collectibles, which are unique and potentially valuable. This presentation will review the management, planning, donation, and sale of your client's collection, as well as best practices, common issues, and how to engage the right experts to help. 1 CFP® CE credit
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Real Estate Investing Master Series: Creating Your Investment Property "Side Hustle"
Wednesday, March 31 | VIRTUAL
1:00 - 2:00 P.M. EDT
Join Mark Maimon and his team at Freedom Mortage for a comprehensive, interactive 7-week online educational series kicking off on March 31st that will teach you about all aspects of real estate investing to help you create supplemental income and build wealth over time. 1 CFP® CE credit
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Cannabis Investing: A Budding Industry
Wednesday, March 31 | VIRTUAL
8:30 - 9:30 A.M. EDT
Are you interested in Cannabis and the potential investment opportunities? Doug Wasser is a leading expert on Cannabis law and will share recent developments on the legalization efforts in New York and the United States. He will also discuss other related industries and how they could benefit from legalization. 1 CFP® CE credit
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FPA of Metro New York NexGen Study Group
Thursday, April 8 | VIRTUAL
8:30 - 10:00 A.M. EDT
New CFP® professional planners, career changers, and those aiming to become CFP® professionals: join us for a discussion about branding and marketing with Justin Castelli of RLS Wealth Management.
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An Introduction to Cryptocurrency and Blockchain
Wednesday, April 21 | VIRTUAL
8:30 - 9:30 A.M. EDT
Join Tyrone Ross, CEO of Onramp, for a primer on Cryptocurrency and Blockchain. Learn how you should be talking with clients and how advisors can incorporate this new and ever-changing asset class into client portfolios. 1 CFP® CE credit
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FPA of Metro New York Annual Forum 2021
Monday, May 24 and Tuesday, May 25 | VIRTUAL
Join us for New York City's premier financial planning conference, featuring nationally acclaimed, leading speakers in the profession over two half-days of compelling online engagement. 9 CFP® CE credits
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FPA of Metro New York NexGen Study Group
Thursday, June 10 | VIRTUAL
8:30 - 10:00 A.M. EDT
New CFP® professional planners, career changers, and those aiming to become CFP® professionals: join us for a discussion about Summer Reading! What is at least one financial planning-related book or article you have read lately, and/or plan to read? How you might implement your learnings in your practice and with clients?
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How to Use Brain Science to Make Smarter Investing Decisions
Wednesday, June 23 | VIRTUAL
12:00 - 1:00 P.M. EDT
We teach and encourage our clients to save more and live below their means, but new research is revealing the deviously sneaky ways our brains sabotage this smart strategy. Join brain science researcher Graeme Newell as he reveals the latest revelations from the science of behavioral finance, including when we’re most vulnerable to impulsive decision making and how to get back on track before it costs us money. 1 CFP® CE credit
Check back regularly for ongoing updates about 2021 events and programs!
