About

About FPA-NENY


NexGen Happy Hour

open to ANY financial professional (need NOT be an FPA member) age 36 years and under.

March 22, 2017

Click for Invite

Contact Exec Director Stephanie Cogan with questions


FREE: Women of FPA NENY Luncheon

sponsored by Alicia Lasch of Adirondack Funds

March 30, 2017

Click for Invite

Contact Exec Director Stephanie Cogan with questions


New York Advocacy Days

May 8 and 9, 2017

Contact Advocacy Director James Lee for information


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 host an annual full day symposium, which is often the highlight of our year!

About FPA-NENY- our Board-MembersWe have earned FPA’s highest Chapter Award, Gold Level status, for four consecutive years. The program provides a way for the FPA to recognize chapters for outstanding performance and special achievement in administration, meetings, strategic planning, continuing education, public awareness, career development, membership development, and leadership training.

Learn more by visiting the FPA National website.

Want to Join Us?  Attend Your First Meeting Free!