FPA-NENY FINANCIAL PLANNING ASSOCIATION
The Premier Community
for Financial Planners
in Northeastern New York
Professional development. Continuing Education. Networking. Advocacy. Join a supportive community of financial planners across Northeastern New York.
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2026-2027 Chapter
Events & Programs
Join us throughout the year for continuing education, chapter meetings, networking events and our annual symposium.
SEP 17
Ethics CE: CFP Board’s Revised Code and Standards
OCT 22
A Tax Odyssey: What Financial Planners Should Be Telling Their Clients Right Now
NOV 19
Top Thematic Positioning Ideas | AI’s Ripple Effects
DEC 17
Changing the Guard
JAN 21
2027 Capital Market Outlook
FEB 25
The Estate Planning Edge: Strategies That Set Advisors Apart
MAR 18
How to Attract, Acquire, and Retain High Net-Worth Investors
MAY 12
2027 FPA NENY 26th Annual Symposium
Why Join FPA-NENY
✓ Education & CE
Stay current with high-quality programs, continuing education, and practical learning for today’s planning profession.
✓ Networking & Mentoring
Build meaningful connections with fellow planners, experienced professionals, and others who understand the work.
✓ Career Resources
Access opportunities, professional resources, and support designed to help you grow throughout your career.
✓ Advocacy
Stay informed on issues affecting the profession and add your voice to efforts that support financial planning in our region.
ABOUT FPA-NENY
Built by Planners for Planners — and the Clients They Serve
Our chapter represents the region’s premier financial advisors. We bring togehter diverse professionals to share knowledge, uphold fiduciary standards, and ensure Northeastern New York families receive sound, ethical advice.
LOOKING FOR FINANCIAL ADVICE
Find a Trusted Financial Planner
Our chapter directory connects you with CFP professionals in Northeastern New York who are committed to high standards and ethical client-centered advice.
Ready to Grow With FPA NENY?
Join a community of financial planning professionals dedicated to higher standards, greater impact, and a stronger profession in our region.