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.

FPA NENY 2017 Symposium Flyer

FPA NENY 2017 Symposium Registration Form

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!