GENERAL SESSIONS (Click each title for the presentation slides)
Preparing Your Practice for the Great Wealth Transfer: Matt Sommer, CFA, CFP®, CPWA®, Janus [LINK]
Building Portfolios for the Next Phase of Bull Markets: Doug Sandler, Chief US Equity Officer, RiverFront [LINK]
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 [OUTLINE] Further Recommended Reading: goo.gl/qhYm3M goo.gl/xGW8Pt goo.gl/ZvK1dh goo.gl/YB27Nf
Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement: Wade D. Pfau, Ph.D., CFA [LINK]
Bond Investing: Bryan Favilla – Director of Fixed-Income Markets, American Funds [LINK]
The Evolving Cyber Fraud Threats: Glenn Tierney, Fidelity [LINK]
Preparing for Nonfinancial Retirement Risks: Robert Pokorski, M.D [LINK]
College Cost Reduction Strategies: 5 Proven Ways To Save Your Clients Money: Dean Skarlis, Ph.D. [LINK]
Retirement Planning with Alternative LTC Products: Peter Skelton, CEO & Ryan Meyer, KAFL [LINK]
Private vs Community Foundations; Finding the right fit for your client: Mindy Derosia, CFGCR & John H. Lavelle, CPA, LL.M., Lavelle & Finn, LLP [NO HANDOUT]
*Event schedule is subject to change.
The Schenectady YWCA focuses on helping victims of domestic violence and low income community members. Through the VITA program, the YWCA arranges free tax preparation to those who need it most. Our FPA NENY takes it one step further! Our member volunteers will be onsite to provide
FREE 100% no-strings-attached financial planning to those in need.
Sounds interesting, right? Here are the details:
WHERE: 600 McClellan St Schenectady NY Ellis McClellan Homes
WHEN: Tuesdays 9:00 A.M. to 12:00 P.M.
Wednesdays 4:00 P.M. to 7:00 P.M.
Thursdays 4:00 P.M. to 7:00 P.M.
Super Saturdays (2/11, 3/25 and 4/15) 9:00 A.M. to 3:00 P.M.
I am pleased to tell you that we have solidified our schedule for All-Member Virtual Media Trainings in 2017! These are opportunities for all members, regardless of their location, to join Ben Lewis from FPA National for a quarterly media training. While the trainings are open to all members, any CFP® professional member of FPA who attends one will then qualify to take part in FPA MediaSource, our automated media query system.
The dates of the trainings in 2017 are:
Anyone wanting to register can simply visit www.OneFPA.org/MediaTraining and click on the date they are interested in.
And a reminder, if your chapter is interested in hosting a media training with me exclusively for your chapter, please let me know. These can be done virtually or in-person. Just let me know if you want to discuss this or want to get something scheduled!
If you have any questions, feel free to contact our PR Director, Adam McNeill at 518.364.7899
Financial Operations Specialist
Empire Asset Management Group of Albany, NY is an established investment advisory firm dedicated to helping individuals, families, business owners and small companies with their Investment Management, Financial Organization and Insurance needs. We are seeking a full-time Client Service Coordinator to provide general & administrative support to our staff and our clients, and to uphold our core values of integrity, care, enthusiasm, simplicity and efficiency. Our ideal candidate will possess a professional and polished demeanor, preferably with a background in the finance field, with a desire to provide unparalleled service in accordance with our policies and procedures. To apply, email cover letter and resume to Team@empireasset.com.