Chapter News

NextGen Happy Hour!

March 9, 2017

 
Our Chapter’s inaugural NexGen event is off and running (thank you for your support!).  If you are a planner age 36 or younger, please attend our FREE NexGen Happy Hour at Wolf’s 1-11 at 111 Wolf Road in Colonie.
To attend, simply reply to this invite before March 22!  If you know another planner who fits the bill, just let us know and bring her (or him!) along. And, no–they don’t have to be an FPA member!
Refreshments are on us, come on by and meet other planners just like you!

FPA Pro Bono Opportunities!

March 9, 2017

Our Chapter has partnered with the Schenectady YWCA VITA (scroll to the second listing, please.) to provide Pro Bono financial planning to their members!

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.
 

No Strings–just helping!  Interested?  Contact Travis Kellman, our Pro Bono Co-Chair by phone, (518) 438-5500 x 119 or email, Travis.X.Kellman@ampf.com

FPA All-Member Media Training Schedule

March 8, 2017

Hello Members!

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:

  • Thursday, March 16 from 4 to 5:30 pm ET​​
  • Thursday, June 15 from 4 to 5:30 pm ET
  • Thursday, September 14 from 4 to 5:30 pm ET
  • Thursday, December 14 from 4 to 5:30 pm ET

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

Empire Asset Management Group Job Posting

December 9, 2016

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.

Employment Opportunity – Curran Investment Management

August 17, 2016

Financial Service Representative

Independent Investment Advisor located in Albany, NY is seeking a motivated individual experienced in servicing financial service customers to provide the highest level of personalized service and attention to our clients.  If you have a passion and commitment for providing extraordinary client service and enjoy a small company environment, we could be the company for you.

The Financial Service Representative is the point of contact for personal communication with clients aiding them in all facets of client servicing, including:

  • Addressing their questions and concerns regarding their accounts
  • Develop, communicate and implement plans to meet their financial goals
  • Meet with them on a periodic basis to review their accounts and other financial concerns
  • Handle administrative duties such as opening accounts and disbursing funds
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