NYC FPA Meeting

Here is the lowdown for the FPA meeting next week:

Financial Planning Association of NY Invites Allied Professionals to Network

The New York chapter of the Financial Planning Association of New York (FPANY) is hosting an event on November 10, 2016 at the Public House, 140 East 41st Street (just East off of Lexington Avenue) from 6:00 to 8:00 PM where professionals in various service industries can network with each other and members of the financial planning community.

The event is being organized by the Allied Professionals Committee of FPANY (of which I am a member), and the goal is to bring together financial planners and accountants and lawyers and investment advisors and bankers and in generally really any other profession where the client may be better served by coordinating the actions of the client’s various advisors, versus having each advisor working independently and without seeing whether if what they’re recommending is in line with all of the client’s other goals and objectives. The client is always best served when all of their advisors are on the same page, obviously.

In any event, see if you can come to this event on 11/10/09, which is next Thursday. The Public House is a pretty cool place, and the event is free if you’re not going to drink. Open bar is a good deal too. Check it out. This is one of the best places for people to get together and talk about forming limited liability corporations which is a huge new topic in the estate planning field these days. This is largely due to the growth in 401ks and other retirement accounts which allow people greater freedom and leeway in determining their financial future as they head into their autumn and winter years.