As dedicated financial planners, we guide our clients through their most substantial and complex financial matters. We bring our body of knowledge, ethics and experience to help bring our clients’ goals to fruition. We are members of a truly noble profession. And the organization that best embodies and enriches that profession is the Financial Planning Association. I am proud to be a member of the Financial Planning Association and to serve as president of our Northeastern New York Chapter.
I come in at a time where our profession has great opportunity but faces some challenges. From the advent of the robo-advisor, to increased compliance costs, and even our own demographics, many chapters have struggled to maintain membership. We as a chapter however, have thrived! We’re financially sound and growing as a chapter. And that’s because of the virtuous cycle that you’ve all been a part of.
Our chapter continues to attract new members as our board remains focused on being the “premier community” for our profession. Membership goes hand-in-hand with our loyal corporate partners. They have also been an integral part of our success. Beyond just financial support, our partners provide members with client tools, planning concepts and educational opportunities to further support our knowledge base. This cycle continues with our amazing program lineup. We’ve had the fortune of learning from some of the best minds of our profession in our monthly meetings.
Our board has worked extremely hard to expand on our success in several other areas as well. Our website is beautiful, modern, and functional. We have a growing social media presence and are furthering efforts to get the message out about of our values to the public. We have a burgeoning pro-bono committee and are getting to do some amazing volunteer work for our community. We advocate on behalf of our profession, not only in Albany, but in Washington too. Finally, our annual symposium in May is our flagship event and is shaping up to be our best one yet.
Thank you to our membership, our corporate partners, our dedicated board members and our executive director, Stephanie Cogan for helping to make the FPA of Northeastern NY the premier community for our profession. We look forward to a great year and continued success.
All the best,
Michael Frontera CFP®, ChFC®, RICP®
President, FPA Northeastern New York Chapter
We are a growing boutique financial planning firm based in Northern Dutchess County, NY and serving the Hudson Valley, NYC and Washington, DC areas. We are seeking a seasoned and confident Administrative Manager with minimum 3 years of experience in financial services managing extremely detail-oriented projects.
The position is primarily administrative and will involve juggling multiple tasks, independent projects, team projects, and a high volume of information, data and task management. It will also include proof-reading. A proactive personality and extreme attention to detail, accuracy and integrity is crucial. The position will require tact, discretion, goodwill, and a firm commitment to cooperation. The Firm expects of its team, a commitment to its mission, to help clients live a fulfilled life. It is also critical that the successful candidate have a well-developed work ethic, and appreciate the importance of a collegial work environment.
The position is full time, 40 hours a week with potential to grow in responsibility. This is a M-F office. You must be comfortable in a small office environment and able to focus and create professional and precise work.
Responsibilities and Duties
Qualifications and Skills
* Please reply with your resume and cover letter which should include your response to the questions below:
Please answer the following questions:
NO CALLS ACCEPTED
Submit resume and cover letter to: firstname.lastname@example.org
Medical, retirement plan; supplemental dental, accident, cancer available; 11 holidays plus 10 days paid time-off.
Job Type: Full-time, 40 hours
Salary: $42,000.00 to $52,000.00 /year
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.