From September through May, our Chapter offers educational programs to build a planner's understanding of current and relevant issues. First time attendee? Email us to attend any monthly meeting (except CFP Ethics) at no charge. Our meetings are all in-person.
2024-2025 FPA-NENY Calendar of Events
All events are In-person, only ↑
print this calendar - you'll refer to it time and again!
Whether you do comprehensive financial planning or specialize in just one facet of it, there are so many topic areas that require a depth of knowledge.
The broader the scope of your knowledge, the more value you bring to the client relationship.
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.
You have found your place for solutions at the FPA-NENY!
Each month, we bring in an expert speaker to present on a current topic. Our programs are both engaging and informative.
Our venue is Wolferts Roost Country Club, and we are live and in-person - you can network with like minds while enjoying a darn fine breakfast.
Registration and breakfast begin at 7:30am, with programming beginning at 7:50am. The majority of our meetings get you out and on to your day by 9:00am - that's a great way to start your day!
For members, we offer a discount package for Season Passes which is a ticket to each monthly meeting at a $50 savings if the tickets were purchased separately. Go even bigger and get the Combo which adds a symposium ticket to the Season Pass deal. Try us once and you'll be hooked.
Click on any month's tab to read about the program! Questions? Email us!
We use Paypal as the 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, remember to to put the names of all the people you've registered in the "Message" box.
Season Pass and Combo are available to FPA members ONLY.
Season Pass - one ticket to each of our 7 monthly meetings:
Combo - a Season Pass + one ticket to our May 1, 2025 all-day Symposium:
September 19, 2024 Thursday
2 hours
CE: 2 hour CFP ethics
ETHICS CE: CFP BOARD’S REVISED CODE AND STANDARDS
Speaker: Dan Candura, CFP BOARD EMERITUS, founder, Candura Group LLC
We are thrilled to have Dan Candura present CFP Ethics live and in-person! Though we don’t quite know how he does it, Dan makes this biennial CFP requirement actually enjoyable. Dan uses interactive questions participants answer via cell phone while throwing in humor and interesting side comments. It’s a great way for CFPs to fulfill the requirement while enjoying the process. This is a huge draw for CFPs near and far, so be sure to attend!
Learning Objectives:
- Understand the structure and content of the revised Code and Standards, including significant changes from prior rules.
- Describe CFP Board’s Fiduciary Duty.
- Identify Material Conflicts of Interest and how to avoid, or fully disclose, obtain informed consent, and manage them.
- Understand the duty to report to the CFP Board and the duty to cooperate.
- Identify the practice standards when providing financial advice that requires financial planning.
- Understand the duty to provide information to clients when providing financial planning and/or financial advice.
- Find out what Medicare may cost your clients and how they can avoid penalties.
- Learn about resources available to you and your clients to find the right fit.
Members: $50 | Non-members $75
Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:40 A.M. Program
Venue: Wolferts Roost Country Club
Register Now
October 17, 2024 Thursday
1.5 hours
Expected CE: 1.5 hours CFP, CPA, and self-reporting designations
ADVISING A FAMILY AFTER THE DEATH OF A LOVED ONE: TAX & FINANCIAL CONSIDERATIONS
Speaker: Martin S. Finn, JD, LL.M., CPA/PFS, Founding Partner, Lavelle & Finn, LLP
A death of a loved one is an upheaval in anyone’s life. Learn how to help guide your clients through the intricacies of what happens next. From the steps to be taken immediately after death through initial financial matters to estate administration to tax filing responsibilities to survivor estate planning and longer term financial planning, you can assist your clients during this emotional time. Understanding this process will help you create the framework for clients who have not yet prepared, but should.
Learning Objectives:
- Learn how to help your clients navigate the tax and financial considerations after the death of a loved one.
- Help your clients to determine what financial decisions need to be made immediately, in the short term, and in the long term.
- Understand how to build a process for your clients to plan and use for when the time comes.
Members: $35 | Non-members $55
Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:15 A.M. Program
Venue: Wolferts Roost Country Club
Register Now
November 21, 2024, THURSDAY
1 Hour
Expected CE: 1 hour CFP, CPA, and self-reporting designations
CRYPTO
Speaker: TBD
Members: $35 | Non-members $55
Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program
Venue: Wolferts Roost Country Club
Register Now
December 12, 2024, Thursday
1 Hour
Expected CE: 1 hour CFP, CPA, and self-reporting designations
ROADMAP TO A TRANSACTION
Speaker: Brian Goodhart of Capstone Strategic
- Understand the many different reasons business owners choose to sell
- Learn the keys to a good transaction.
- The how and why of putting together a good transaction team
Members: $35 | Non-members $55
Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program
Venue: Wolferts Roost Country Club
Register Now
January 16, 2025, Thursday
1 Hour
Expected CE: 1 hour CFP, CPA, and self-reporting designations
ECONOMIC UPDATE
Speaker: MFS (TBD)
Members: $35 | Non-members $55
Time: 7:45 – 9:00 A.M. Program
Venue: Wolferts Roost Country Club
Register Now
February 13, 2025, Thursday
1 Hour
Expected CE: 1 hour CFP, CPA, and self-reporting designations
ESTATE PLANNING UPDATE
Speaker: Lou Pierro, Esq., Founder and Principal of Pierro, Connor, and Strauss, LLC
Estate Planning is not a static matter, especially with changes in the law. Be sure that you are able to provide your clients with accurate information about the health and safety of their estate. Lou will discuss the recent past history of estate planning and highlight the changes that have happened and those that might take effect given the current political climate.
Learning Objectives:
- Understand where estate planning is and how it evolved.
- Learn the what and why your clients need to protect their estate.
- Learn how to navigate the current estate planning practices and prepare for what is next.
Members: $35 | Non-members $55
Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program
Venue: Wolferts Roost Country Club
Register Now
March 20, 2025, Thursday
1 Hour
Expected CE: 1 hour CFP, CPA, and self-reporting designations
FOUNDATION FOR GROWTH
Speaker: Kevin Bishopp, VP, First Trust
In Foundation for Growth, we examine key strategies employed by top-tier financial professionals and teams to foster remarkable growth. This presentation is a deep dive into the four pivotal growth strategies that distinguish these high-performers in a complex and dynamic financial landscape. We explore how they excel in managing their capacity, ensuring it’s strategically allocated for maximum impact. we highlight their unwavering emphasis on providing a unique and superior experience to the high-value clients and prospects. We examine the art of articulating value – clear, concise, and consistent – which serves as the bedrock for scalable, sustainable growth. The culmination of theses core strategies is a robust foundation that propels financial professionals into the realm of exceptional performance and endemic growth.
Learning Objectives:
- Learn how to objectively evaluate capacity – the number of relationships that can effectively be managed by a team.
- Provide a framework to strategically match your resources (time and talents) with the value of client relationships.
- Better understand why the client experience is the final frontier of differentiation in financial service.
- Learn how to sidestep the common mistakes that most financial advisors/teams are making with branding strategies.
Members: $35 | Non-members $55
Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program
Venue: Wolferts Roost Country Club
Register Now
May 1, 2025
♥ Our event will be IN PERSON! ♥
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