Chapter News

2017 Symposium Handouts

May 17, 2017



GENERAL SESSIONS (Click each title for the presentation slides)

Preparing Your Practice for the Great Wealth Transfer: Matt Sommer, CFA, CFP®, CPWA®, Janus [LINK]

Engaging Millennials – Financial Planning’s Rubik’s Cube: Eric Roberge, CFP® – Founder, Beyond Your Hammock [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:                           

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.

FPA NENY 2017 Symposium Flyer

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,

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 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