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April 7, 2020 update: Our May 14, 2020 Symposium is cancelled and cannot be rescheduled.

FPA NENY - Cancellation of May 14, 2020 Symposium

About FPA-NENY

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2019-20 FPA NENY Calendar of Events

Our April 23 meeting is virtual. An email with instructions will be issued prior to the meeting. All SP/Combo holders and those who purchase a ticket for 4.23 will receive the instructional email.


March 18, 2020: President's Message
Financial Planning Association of Northeastern New York, Inc.
Adam McNeill, Chapter President
The Financial Planning Association of Northeastern New York, Inc. continues to monitor the rapidly changing situation related to the spread of COVID-19, the disease caused by the novel coronavirus.
We understand that concerns for health, safety, and the impact on meeting attendance, among other issues, are affecting our members.
Given new recommendations from the Centers for Disease Control and Prevention (CDC) that Americans cancel or postpone events of 50-plus people for the next eight weeks, our FPA NENY is not holding any in-person meetings at least through April 15, 2020 and our Board is slated to discuss our options for our meetings through May 20, 2020.
Therefore, our March meeting will be presented to you online, and we will be making a decision soon regarding our April and Symposium meetings.
If you are registered or planned to exhibit at an FPA NENY event scheduled to be held between now and May 20, and we decide to cancel or postpone our event, you will be eligible for a credit for that event, which will allow you to apply it to our next monthly meeting or Symposium.
Our Board of Directors is also looking at alternative means of delivering educational content and resources with our FPA NENY community. As mentioned above, this month’s meeting on March 19th:
Social Security: What Financial Planners Need to Know
presented by Elizabeth Pivonka of the Social Security Administration
will be provided to members on our new Zoom.us platform. All Season Pass/Combo holders, Chapter Partners, and ticket purchasers of this event will soon receive a detailed email of instructions and Ms. Pivonka's PowerPoint slides. You are encouraged to make a test run of the Zoom program and submit any issues to us before the meeting HERE.
If you are unable to attend the live presentation, you will have access to the recorded session afterward. Just email us for the link.
We will continue to manage our Chapter as an efficient and inclusive resource for the financial planning community and as the premier association of financial planners in Northeastern New York. If you have any questions or concerns, please don’t hesitate to reach out to me directly.
Thank you.
President, Financial Planning Association of Northeastern New York, Inc.

 

 

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.