FINANCIAL PLANNING ASSOCIATION OF GREATER HUDSON VALLEY

Organizes and hosts live and virtual educational events, including monthly meetings, quarterly investment panels, legal update breakfasts, Industry Insights forums, and webinars on topics such as Medicare planning and pre-election economic outlooks. These events provide continuing education credits and are open to both members and non-members.

Maintains FPA Connect, an online platform for virtual interaction and discussion forums; facilitates Knowledge Circles for best-practice sharing among members with shared interests; supports a national network of local FPA chapters that host regional events and leadership opportunities.

Engages in advocacy through the Financial Planning Coalition and FPA-PAC—the only registered PAC on Capitol Hill representing financial planners—to influence public policy. Organizes Advocacy Days, provides an Advocacy Toolkit and FPA Engage Platform to help members contact officials, and uses research to support policy positions at federal and state levels.

Produces the quarterly Financial Services Review supplement with research in personal financial management and continuing education credit, and conducts original studies through the FPA Research and Practice Institute (RPI) on business operations, HR, marketing, and technology, publishing reports and whitepapers to improve practice efficiency.

Operates PlannerSearch, an online directory linking consumers with CFP® professionals, and provides client-facing educational articles for members to use in communications with clients.

Runs MentorMatch, a formal mentoring program pairing emerging professionals with experienced planners, and operates a 6-day FPA Residency program offering hands-on training in real-world financial planning scenarios with mentorship from industry leaders.

Operates a job board for members to post resumes and search opportunities, enables employers to access a national pool of qualified financial planning professionals, and offers volunteer roles at national and chapter levels for professional contribution and growth.

Funds meals for hungry families in Westchester County through donations to Feeding Westchester, including $260 and $360 contributions made via charity fundraisers, collectively funding at least 1,200 meals.

Administers the Member Advantage Program, which provides exclusive discounts on business tools and services such as consulting, insurance, education, and technology, and offers a Group Membership program for small firms with bundled enrollment, centralized billing, and conference cost savings.

Offers a comprehensive online professional development center with live and on-demand webinars (including six free annually for CFP® professionals), digital/print access to the Journal of Financial Planning and its archives, the Financial Services Review supplement, practice management insights, and a weekly SmartBrief email digest covering industry trends and policy updates.

Operates MediaSource, a system that connects journalists with trained FPA members for personal finance stories, and offers media training through chapters or virtual sessions covering pitching, interview skills, and relationship management.