Welcome to the Financial Planning Association of NENY
Thank you for your interest in our association.
Vision Statement: To be the premier community of financial planners in Northeastern New York and to serve as the leading financial planning resource for the public and media.
Mission Statement: The Financial Planning Association of Northeastern New York champions the financial planning process by offering our members mentoring and networking opportunities and the highest quality education while enhancing public awareness of the value of financial planning.
We are the local chapter of the nationally recognized Financial Planning Association. Our chapter is based in Albany, NY and encompasses the northeastern portion of New York (Utica to Plattsburgh to Kingston), western Massachusetts and Vermont. Our chapter offers a variety of services including monthly breakfast meetings where our members come together to share ideas and learn from our sponsored speakers. Each month our chapter invites a speaker to our meeting to talk about a subject of interest to our members. Most sessions cover topics which qualify for Continuing Education credits. We also publish a monthly newsletter and host an annual full day symposium which is often the highlight of our year!!
Information on FPA national pro bono programs and updates on priority programs, including FPA's hurricane relief effort that provides excellent information on resources and tax relief useful for FPA members and/or their clients.
Access to educational presentations and brochures.
Access to the Pro Bono Toolkit that includes guidelines, Letter of Engagement, and other documents for pro bono service.
Pro Bono volunteer sign up form.
FPA PAC Representing financial planners and the issues affecting your practice in Washington, D.C. is a primary objective of the Financial Planning Association (FPA®). To enhance our efforts, FPA-PAC* was created as the federally registered political action committee of FPA. FPA-PAC is the only political action committee on Capitol Hill representing the interests of the financial planning profession. Its mission is to support candidates for the United States Senate and House of Representatives, primarily incumbents and regardless of political party, who have demonstrated previous support of issues FPA believes critical to advance the profession, or who could be supportive in the future.
The Foundation for Financial Planning The Foundation for Financial Planning helps people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities. To learn more: http://www.foundation-finplan.org/
The listing of upcoming meetings for our chapter can be found on the Events & Registration section of this website.