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2021-2022 Event Calendar!

About FPA-NENY

Welcome!

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). We also have members from 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, including CFP, CPA, CIMA, banking, etc.

Attend your first meeting as our guest, free of charge!

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.Stephanie Cogan

Our Executive Director, Stephanie Cogan can answer whatever questions you may have, as well as register you as a first time free attendee!

Email her at info@fpa-neny.org      Telephone: 518-458-7774

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.