2024-10-24T12:12:25+00:00 2023-12-31 363990892 Capin Crouse LLP 1330 Avenue of the Americas Suite 2 3A New York NY 10019 990EZ 2023-01-01 874017417 FPA of Metro New York Inc FPAO 6037326852 527 Court Street Apt5B Brooklyn NY 11231 Erin Slocum President 9173343085 2024-10-24 true Shannon Maynard P01585823 5055022746 2024-10-24 2023 2024-10-15 13:58:12Z 3687 X X www.financialplanningassociation.org/chapter/fpa-metro-new-york X X 94955 X 0 48873 46082 0 0 0 0 0 0 0 0 0 0 94955 0 0 72725 0 24032 96757 -1802 120925 0 119123 120925 119123 0 0 120925 119123 0 0 120925 119123 X The purpose of the Chapter is to support the Financial Planning Assocation's purpose and policies. Conference 7/19/2023 - Hosted a full day RIA Investment Management education conference for our members. Members were able to partake in a number of in person education presentations for continuing education credits. 4/27/2023-4/28/2023: Hosted a 2 day virtual forum on Zoom for our members. Members were presented with two half days of education presentations that they could receive continuing education credits. 6/18/2023: Hosted a social chapter networking event at Live Axe in NYC where members could network with an engaging axe throwing activity. 11/15/2023: Hosted a joint event with the NY STEP (Society of Trust & Estate Planners) chapter, giving our members an opportunity to network with this group of allied professionals. 0 Erin Slocum President 5.000 0 0 0 Kristin Gregory Secretary and Treasurer 5.000 0 0 0 Timothy Hamilton President Elect 5.000 0 0 0 Edward Hadad Sponsorship Director 1.000 0 0 0 Anora Gaudiano Membership Director 2.000 0 0 0 Stephanie Chau Advocacy Director 5.000 0 0 0 Ross Natoli Programming Director 2.000 0 0 0 Eli Baer NexGen Director 1.000 0 0 0 false false false false false 0 false false false Kristin Gregory 527 Court St Apt 5B Brooklyn NY 11231 9173343085 false false false false false false false false Form 990-EZ, Part I, Line 16 Other Expenses Technology Expense - 2214; Travel Expense - 1209; Miscellaneous Expense - 4907; Conference and Meeting Expenses - 15702; Form 990-EZ, Part III, Exempt Purpose PRIMARY EXEMPT PURPOSE The purpose of the Chapter is to support the Financial Planning Assocation's purpose and policies. Form 990EZ, Part III, Line 31 Description of other program services (EXPENSES $ INCLUDING GRANTS OF $ ) 11/15/2023: Hosted a joint event with the NY STEP (Society of Trust & Estate Planners) chapter, giving our members an opportunity to network with this group of allied professionals.