New York Advocacy Days
May 8 and 9, 2017
Contact Advocacy Director James Lee for information
17th Annual Symposium!
Thursday, May 18, 2017, 7:30 A.M. to 4:00 P.M.
Hilton Garden Inn – Troy
Preparing Your Practice for the Great Wealth Transfer: Matt Sommer, CFA, CFP®, CPWA®, Janus
Engaging Millennials – Financial Planning’s Rubik’s Cube: Eric Roberge, CFP® – Founder, Beyond Your Hammock
Building Portfolios for the Next Phase of Bull Markets: Doug Sandler, Chief US Equity Officer, RiverFront
The Emergence of Retirement Income Planning (Panel Discussion): Michael Finke, Ph.D., CFP®, Jamie Hopkins, ESQ., MBA, LLM, CLU®, ChFC®, RICP®, Wade D. Pfau, Ph.D., CFA
Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement: Wade D. Pfau, Ph.D., CFA
Bond Investing: Bryan Favilla – Director of Fixed-Income Markets, American Funds
The Evolving Cyber Fraud Threats: William French, VP, Fidelity
Preparing for Nonfinancial Retirement Risks: Robert Pokorski, M.D
College Cost Reduction Strategies: 5 Proven Ways To Save Your Clients Money: Dean Skarlis, Ph.D.
Retirement Planning with Alternative LTC Products: Peter Skelton, CEO & Ryan Meyer, KAFL
Private vs Community Foundations; Finding the right fit for your client: Mindy Derosia, CFGCR & John H. Lavelle, CPA, LL.M., Lavelle & Finn, LLP
*Event schedule is subject to change.
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!
We 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.