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 CFP® CE credit
More information about 2021 events and programs coming soon!
