Elise Murphy, CFP® Joins FPA Delegation

Representatives from five out of eight chapters of the Financial Planning Association in New York visited with state officials on Monday to discuss issues impacting financial services firms and their clients.  The delegation included Level’s Elise Murphy, CFP®, who holds a seat on the board of the FPA of Western New York.  The group met with various officials in New York City, including officials from the NY State Attorney General’s Office and the Department of Financial Services.

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