About

About FPA-NENY

All monthly meetings are VIRTUAL until further notice.

 

We are the local chapter of the nationally recognized Financial Planning Association. Our chapter is based in Albany, NY and encompasses the northeastern portion of New York (Utica to Plattsburgh to Kingston), western Massachusetts and Vermont.

Our chapter offers a variety of services, including monthly breakfast meetings where our members come together to share ideas and learn from our sponsored speakers. Each month our chapter invites a speaker to our meeting to talk about a subject of interest to our members. Most sessions cover topics which qualify for Continuing Education credits.

We also host an annual full day symposium, which is often the highlight of our year!

About FPA-NENY- our Board-MembersWe have earned FPA's highest Chapter Award, Gold Level status, for four consecutive years. The program provides a way for the FPA to recognize chapters for outstanding performance and special achievement in administration, meetings, strategic planning, continuing education, public awareness, career development, membership development, and leadership training.

Learn more by visiting the FPA National website.

FPA NENY MONTHLY MEETING

Location
Wolferts Roost Country Club 120
Van Rensselaer Blvd
Albany, NY 12204
www.wolfertsroost.com
 

Our Mission and Purpose

FPA-NENY champions the financial planning process by fostering public awareness on the value of financial planning. And by offering our members mentoring and networking opportunities, and the highest quality education.
 

Our Vision Statement

To be the premier community of financial planners in Northeastern New York and to serve as the leading financial planning resource for the public and media.
 

We are Here to Serve

Thank you for your interest in our association. For more information about chapter events or membership please contact our Chapter Executive or one of our Board Members.