Financial Planning Events
Events Worth Showing Up For
From professional conferences to casual happy hours, there’s something for everyone.
“The FPA Mentorship Program has been a very transformative experience. I was connected with my future employer, taught how to properly network, and to never be afraid to ask for help!” - Amelia Mead, Student at Seton Hall University
"Being a member of the FPANJ is invaluable for connecting with peers across the state to discuss everything from practice management to client service. The mix of virtual gatherings and in-person symposiums keeps my technical skills sharp through continuing education while providing a strong professional network. I truly enjoy being part of a community where I can learn from other experts in the financial planning world." - Kenny Ginsburg , CFA®, CFP® , Founder of TrueStar Financial Partners LLC
“My initial membership was to make sure I was aware of what was going on in the industry. But after years of membership, Masterminds groups, forum discussions, and lots of events, the FPA actually led to connection and camaraderie with other advisors. The camaraderie of financial planning advisors really is tough to put a price on when we’re naturally independent or alone.”—Kenneth Ashka
Upcoming Events
It’s a full day of top financial speakers, networking and learning. You are able to choose from numerous breakout sessions and learn from our keynote speakers.
Up to 4.5 CFP® CE's and 5 IAR CE's pending!
We’re excited to share all the great things we’ve been working on and the incredible benefits we offer to our members. Whether you're looking to get involved, connect with like-minded individuals, or take advantage of the opportunities we provide, this is the perfect chance to get started. Don’t miss out on this fantastic opportunity to learn more and make the most of everything we have to offer. We can’t wait to see you there!
Join FPA NJ's DEI group and Walter Abruzzese, AIF, NQPC with Dimensional Fund Advisors for Psychology of Investing. Understanding how emotions and perspectives influence our feelings about money can help us better navigate the volatility of markets. Using personal stories, anecdotes, and research behind behavioral psychology, the speakers explore practices and frameworks to help investors find peace of mind in their investment journey.
Don’t miss out on this fantastic opportunity to learn more and make the most of everything we have to offer. We can’t wait to see you there!
Do you ever feel like your prospects have their guard up and are holding back? As if they are purposely sabotaging themselves by not telling you the most important information? You're not alone - it happens to all of us at some point or another. If you'd like to learn questioning strategies that get to the truth then please join us for a 45 minute web-based presentation led by Scott Bliss, a Sandler Sales Trainer based out of the Jersey Shore. He will go over different ways that we, as financial advisors, can ask questions that will get to the real reason they want to talk.
A collaboration of FPA New Jersey, FPA Metro NY, FPA Connecticut, FPA Greater Hudson Valley, FPA Long Island & FPA Philadelphia Tri-State. Hosted at Convene 237 Park in New York, NY!
Save-the-Date!
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Join FPA of New Jersey to get member pricing on all chapter events, and stay in the loop on what's coming next.