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February 2020 Chapter Dinner Meeting

Tue, Feb 04

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Sam's of Gedney Way

Please join us for our first dinner meeting of the New Year on February 4th!

Registration is Closed
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February 2020 Chapter Dinner Meeting
February 2020 Chapter Dinner Meeting

Time & Location

Feb 04, 2020, 5:30 PM – 8:30 PM

Sam's of Gedney Way, 50 Gedney Way, White Plains, NY 10605, USA

About The Event

We will start at 5:30pm with a half hour of open networking with hors d'oeuvres and a cash bar. At 6:00pm we will take our seats and hear opening remarks and then proceed to our first presentation topic. At approximately 7:00pm we will then enjoy a buffet dinner and at 7:30pm we will proceed with our second presentation topic (TBA).

New York State has Entered the "New Fiduciary Era" for Life Insurance

Steven S. Zeiger CEBS, TEP, Managing Director - Wealth Management  KB Financial Partners, LLC 

(this presentation has been accepted by CFP Board for 1 CFP CEU)

 

Our presenter, Steven Zeiger, will illuminate the ethical considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA, relating to "Decision Support Material" used by attorneys, CPAs and RIAs in the life insurance decision-making process. 

Tickets

  • FPA GHV Season Pass Members*

    *While there is no charge for FPA GHV local dues/season pass members, advance registration is required.

    $0.00

    Sale ended
  • Other FPA Chapter Members*

    *This registration option is for FPA GHV members who are not local dues/season pass members and members of other FPA Chapters. Pricing: $45.00 Advance/$55 at door (at door, cash or check only)

    $45.00

    Sale ended
  • Non-Members*

    *$55.00 Advance/$65.00 at door (at door, cash or check only)

    $55.00

    Sale ended

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ABOUT US

The Financial Planning Association (FPA) is the indispensable resource for CERTIFIED FINANCIAL PLANNER (CFP®) Professionals. Our primary aim is to elevate the profession that transforms lives through the power of financial planning.

CONTACT

Lori Somerville

(877) 817-8400

lori@fpaghv.org

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