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!

Since 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.

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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 2016-17 Program Calendar

Download 2016-17 FPA NENY Calendar of Events (PDF)

SeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilSymposium

 

September 20, 2017
Thursday

2 Hours

Social Security Update

Speaker:  Elizabeth Pivonka
Social Security Public Affairs Specialist in Albany, New York

Members:  $35 | Non-members $55

Time:  7:30 a.m Reg/Breakfast | 8:00 – 10:00 a.m. Program, Wolferts Roost

 

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October 19, 2017
Thursday

1 Hour

Year-Round Tax Planning Tips

Speaker: Jeff Levine of Ed Slott & Co.

Members:  $35 | Non-members $55

Time:  7:30 a.m Reg/Breakfast | 8:00 – 9:00 a.m. Program, Wolferts Roost

 

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November 16, 2017
Thursday

1 Hour

Tax Update / Tax Reform

Speaker:  Martin Finn, Esq., CPA

Members:  $35 | Non-members $55

Time:  7:30 a.m Reg/Breakfast | 8:00 – 9:00 a.m. Program, Wolferts Roost

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December 14, 2017
Thursday

1 Hour

Speaker: Tim Noonan of Russell Investments

Members:  $35 | Non-members $55

Time:  7:30 a.m Reg/Breakfast | 8:00 – 9:00 a.m. Program, Wolferts Roost

 

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January 18, 2018
Thursday

1 Hour

2018 Economic Update

Speaker: Hugh Johnson of Hugh Johnson Advisors, LLC

Members:  $35 | Non-members $55

Time:  7:30 a.m Reg/Breakfast | 8:00 – 9:00 a.m. Program, Wolferts Roost

 

Our venue: Wolferts Roost Country Club

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February 15, 2018
Thursday

1 Hour

 

Behavioral Finance

Speaker:  Peggy Doviak of DM Wealth Management Inc

Members:  $35 | Non-members $55

Time:  7:30 a.m Reg/Breakfast | 8:00 – 9:00 a.m. Program,  Wolferts Roost Country Club

 

Continuing education for: CFP® and CPA

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March 15, 2018
Thursday

Dealing With Death: Tips for Advisors

Speaker: Amy Florian of Corgenius

Members:  $35 | Non-members $55

Time:  7:30 a.m Reg/Breakfast | 7:45 – 11:00 a.m. Program, Wolferts Roost

 

 

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April 19, 2018
Thursday

1 Hour

Special Needs Planning

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

Members:  $35 | Non-members $55  | Client Guest $20

Time:  7:30 a.m Reg/Breakfast | 8:00 – 10:00 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.

Register Now