Meetings & Events

FPA-NENY programs can help enhance your awareness
of issues affecting many people.

Whether you do comprehensive financial planning, or specialize in just one facet of it, there are so many topic areas that a CFP needs to have knowledge about.

The broader the scope of your knowledge, the more value you bring to the client relationship. Just think of all of the topics covered in the CFP study program!

Because financial planning is about the client’s entire financial life, it is so important to be aware of how little details fit into the big picture. The key is recognizing the issues and being able to provide solutions, whether you do so yourself or turn them to someone who handles that area.

PayPalThis Site uses Paypal as its secure shopping cart and payment processing service. If you wish to register for more than one person or more than one event, simply return to this page and add additional events to your shopping cart. When you check out, don’t forget to put the names of all the people you registered for in the “Message” box.

 

PRICES HELD!     

Season Pass:

The Season Pass is a MEMBER’s ticket to all 8 regular monthly meetings. Cost is $175, a 40% savings from individual ticket purchase.

Combo:

The Combo is a MEMBER’s ticket to all 8 regular monthly meetings PLUS the 2018 Symposium. Cost is $320.

BOTH SEASON PASS AND THE COMBO ARE AVAILABLE TO MEMBERS ONLY.

Our venue: Wolferts Roost Country Club

FPA NENY 2017-18 Program Calendar*

FPA NENY Calendar 2017-18

* calendar subject to change.

SeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilSymposium

 

September 20, 2017
Wednesday

1.5 Hours

Program underwritten by Matt Ragle of Nationwide

Cybercrime: How to Protect Your Business Against The Latest Threats 

Speaker:  Jeff Lanza of The Lanza Group

A retired FBI agent and security expert uses real life examples of the latest hacks, security breaches and computer scams to demonstrate how cybercrime occurs and what countermeasures businesses can take to combat the innovations of criminals. This non-technical presentation will provide proven approaches to recognize and prevent the latest cybercrimes.

Objective: The learning objective for this presentation is to empower business owners, operators and employees with tools and behavior recommendations to prevent them from becoming victims of cybercrime.

Key Points Covered in the Presentation:

  1. The current state of cybercrime as it affects businesses
  2. Social engineering, phishing and spoofing
  3. Email hijacking and account takeovers
  4. Creating and managing strong passwords
  5. Bank account takeovers and wire transfer fraud
  6. Spoofing the boss and CEO fraud
  7. Ransomware and Cryptolocker
  8. Protecting digital information on different platforms
  9. Networking and cloud security
  10. The future of crime in an “all things connected to the Internet” world

Members:  $35 | Non-members $55

Time:  7:30 A.M. Reg/Breakfast | 7:45 – 9:30 A.M. Program (1.5 hours)

            Wolferts Roost Country Club

 

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October 19, 2017 Thursday

1.5 Hours

IRA Planning for Baby Boomers

Speaker: Jeff Levine, CPA/PFS, CFP®, Chief Retirement Strategist, Ed Slott & Co.

Members:  $35 | Non-members $55

Time:  7:30 A.M. Reg/Breakfast | 7:45 – 9:30 A.M. Program (1.5 hours)

            Wolferts Roost Country Club

 

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November 16, 2017
Thursday

1 Hour

Making Taxes Great Again: Tax Reform the Trump Way and What Advisors Need to Know for Year End Tax Planning Purposes

Speaker:  Martin Finn, Esq., CPA of Lavelle & Finn, LLP

An analysis of enacted or proposed tax reform legislation including individual income tax, business tax and estate/gift/generation skipping tax changes with an emphasis on financial and tax planning strategies we need to discuss with our clients in 2017 and beyond.

Learning Objectives:

1. Understand enacted or proposed federal tax reform legislation including individual, business and transfer tax changes.
2. Gather year-end tax reduction strategies for our individual and business clients.
3. Recognize estate, long term care and financial strategies relevant to our clients in a tax reform environment.

Members:  $35 | Non-members $55

Time:  7:30 A.M. Reg/Breakfast |  7:45 – 9:00 A.M.Program

         ⇒ Hilton Garden Inn – Clifton Park 

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December 14, 2017
Thursday

1 Hour

Helping Advisors Deliver Better Outcomes

Speaker: Tim Noonan, Managing Director of Russell Investments

Join us as Tim Noonan tops his 2015 Symposium presentation! Reflections on the evolution of advisory conversations: how to make them more effective, responsive to current market contexts and more appreciative of client behavioral dynamics. The speaker will offer a working definition of outcome-oriented investing, specifically relating to the current or soon-to-be decumulator.

Members:  $35 | Non-members $55

Time:  7:30 A.M. Reg/Breakfast |  7:45 – 9:00 A.M.Program

           Wolferts Roost Country Club

 

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January 18, 2018
Thursday

1 Hour

2018 Outlook for Financial Markets and Economy

Speaker: Hugh Johnson of Hugh Johnson Advisors, LLC

Please join us as perennial favorite, Hugh Johnson, gives an in-depth review of current forecasts and financial markets–locally, nationally, and globally.  Get the insight you want in order to make informed investment decisions in 2018.

Members:  $35 | Non-members $55

Time:  7:30 A.M. Reg/Breakfast |  7:45 – 9:00 A.M.Program

           Wolferts Roost Country Club

 

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February 15, 2018
Thursday

1 Hour

 

Behavioral Finance, Communication, and Client Retention

Speaker:  Peggy DoviakPh.D., CFP®, DM Wealth Management, Inc.

Understanding the principles of behavioral finance can help us better communicate with our clients as we discover how textbook views of finance are co-opted by social and cultural beliefs. The improved dialogue around money helps us provide financial planning that our clients find valuable in addition to improving both our client acquisition and retention rates. This seminar provides a background on behavioral finance and how clients’ beliefs impact their views on money. In addition workshop activities provide specific tools and suggestions that planners can use to help client communication.

Learning Objectives:

  1. Participants will be provided with an overview of behavioral finance principles.
  2. Participants will see how the social and cultural worlds of their clients impact how they view issues about money and lead to the biases central to behavioral finance theory.
  3. In a workshop environment, participants will be given communication strategies that they can use with their clients to help the planner better understand the clients’ perspectives.

Read an article: Making Research Meaningful to Clients

Members:  $35 | Non-members $55

Time:  7:30 A,M. Reg/Breakfast |  7:45 – 9:00 A.M.Program

           Wolferts Roost Country Club

Continuing education for: CFP® and CPA

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March 15, 2018
Thursday

1 Hour

Advising Clients through the Toughest Times of Life

Speaker: Amy Florian, MA and Fellow of Thanatology, CEO, Corgenius

When clients cope with death, divorce, retirement, empty nest, or other life transitions, what you say and do in the office has more influence on your client relationship than your financial savvy ever did. Understand how to answer the dreaded “bad news” phone call, effectively communicate with grieving clients, utilize rational ways to deal with irrational fears, bring humor into meetings, and help clients make wise decisions in the midst of loss. Walk away with practical, proven strategies that you can implement immediately.

Learning Objectives:

  1. Learn the most important principles of grief support, what questions to ask a grieving client, and how to support clients in transition without intruding into their personal lives.
  2. Understand why the “stages of grief” are insufficient knowledge and what to expect instead from grieving clients and family members.
  3. Gain skills for handling client fears, establishing empathetic bonds, and building long-term loyalty.

Articles authored:

Journal of Financial Planning: 10 Questions

Members:  $35 | Non-members $55

Time:  7:30 A.M.Reg/Breakfast | 7:45 – 9:00 A.M.Program

           Wolferts Roost Country Club

 

 

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April 19, 2018
Thursday

1 Hour

What Financial Advisors Need to Know about Special Needs Planning

Speaker: Tara Anne Pleat, Esq. of Wilcenski & Pleat, PLLC

This program includes a survey of the service delivery system in New York for individuals with disabilities and their families.  Tools and planning options for the future of a loved one with special needs will also be discussed.

Learning Objectives include:

  1. Function of service delivery and financing
  2. Availability and use of public benefits.
  3. The use of trusts in planning.

Articles authored:

State Court Cases Put Trustees on Notice.Estate Planning Magazine.March 2014

Dealing with Special Needs Trust and Retirement Benefits

Members:  $35 | Non-members $55

Time:  7:30  A.M.Reg/Breakfast |  7:45 – 9:00 A.M.Program

           Wolferts Roost Country Club

 

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May 2018
Thursday

Eighteenth Annual SYMPOSIUM

Registration/Breakfast: 7:30A.M., Programs: 8:00A.M. to  4:30P.M.

 HAPPY HOUR follows upstairs!

PROGRAM SCHEDULE*

2017 GENERAL SESSIONS (Click each title for the presentation slides)

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

2017 BREAKOUT SESSIONS

Bond Investing: Bryan Favilla – Director of Fixed-Income Markets, American Funds

The Evolving Cyber Fraud Threats: Glenn Tierney, 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

Early Bird Savings now through May 5th.

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