FPA GHV "Members Only" Journal of Financial Planning Discussion Group

Please join us for our first in-person Journal of Financial Planning Discussion Group since February 2020 to be held on Wednesday, September 21, 5:30pm-7:00pm, at Ron Blacks Beer Hall in White Plains.

The articles published in the Journal's August issue to be discussed will be:

Three Factors to Consider When Choosing Your Fee Model, p28

Till Death Do Us Part: Estate Planning During Divorce, p42

*FPA to Fight for Legal Recognition of Financial Planners, p59

Student Loan Forgiveness Period Ending Soon, p71

The Psychology of Estate Planning with Blended Families, p74

*FPA recently announced a major new objective to fully pursue title protection for financial planners. A brief overview is detailed in the above-referenced article, "FPA to Fight for Legal Recognition of Financial Planners." Our FPA GHV Chapter Chairman, Byrke Sestok, CFP, serves as a Director on the FPA National Board and this JFP discussion group will also be an opportunity to ask him any questions and share your thoughts with him regarding this monumental objective.

Advance Registration is required. 

Registration Deadline: Tuesday September 20th.

See important note below regarding the registration process and our COVID-19 Event Protocols & Policy.

IMPORTANT NOTE: As part of the registration process, you must acknowledge and accept the Terms & Conditions contained in the Covid-19 Liability Waiver and Affirmation of Conduct Restrictions below. Should you not wish to accept the Terms & Conditions you should not register. Submission of a registration is regarded as affirmation of your acceptance of all Terms & Conditions.

By registering with the FPA of the Greater Hudson Valley (FPA GHV) to attend this event, I agree to abide by all health and safety guidelines and recommendations that may be in place at the time by federal, state and local government agencies and officials, FPA GHV, and the event venue. This may include, but is not limited to, submitting to restrictions set in place during the event that may consist of daily temperature checks, wearing a mask at all times in indoor public areas, engaging in appropriate physical distancing, and restrictions on certain activities that carry higher COVID-19-related risk, such as congregating in large private gatherings or attending off-site events in crowded facilities. I further agree that I will not attend this event in person if I become ill, am exposed to the COVID-19 virus within 30 days prior to the event, or exhibit any symptoms of the COVID-19 virus prior to the event. At present, we are not requiring proof of vaccination or negative COVID-19 test, although this requirement may change depending on federal, state and local government agencies and officials, FPA GHV, and the event venue safety recommendations that may be in place at the time of the event.

Additionally, I understand that travel to and participation in events may increase the risk of exposure to communicable diseases. I HEREBY RELEASE, WAIVE AND FOREVER DISCHARGE ANY AND ALL LIABILITY, CLAIMS, AND DEMANDS OF WHATEVER KIND OR NATURE AGAINST the FPA OF THE GREATER HUDSON VALLEY AND ITS AFFILIATED PARTNERS AND SPONSORS, INCLUDING IN EACH CASE, WITHOUT LIMITATION, THEIR DIRECTORS, OFFICERS, EMPLOYEES, VOLUNTEERS, INDEPENDENT CONTRACTORS AND AGENTS (THE “RELEASED PARTIES”), EITHER IN LAW OR IN EQUITY, TO THE FULLEST EXTENT PERMISSIBLE BY LAW, INCLUDING BUT NOT LIMITED TO DAMAGES OR LOSSES CAUSED BY THE NEGLIGENCE, FAULT OR CONDUCT OF ANY KIND ON THE PART OF THE RELEASED PARTIES, INCLUDING BUT NOT LIMITED TO DEATH, BODILY INJURY, ILLNESS, ECONOMIC LOSS OR OUT OF POCKET EXPENSES, OR LOSS OR DAMAGE TO PROPERTY, WHICH I, MY HEIRS, ASSIGNEES, NEXT OF KIN AND/OR LEGALLY APPOINTED OR DESIGNATED REPRESENTATIVES, MAY HAVE OR WHICH MAY HEREINAFTER ACCRUE ON MY BEHALF, WHICH ARISE OR MAY HEREAFTER ARISE FROM MY ATTENDANCE AT THIS EVENT.

By registering for this event, I acknowledge and accept that my contact information may be shared with our chapter partners, without whose support we could not provide benefits of local chapter membership such as this event to our members.