We are the local chapter of the national Financial Planning Association. Our chapter is based in Albany, NY and encompasses the northeastern portion of New York (Utica to Plattsburgh to Kingston). We welcome FPA members from ANY chapter to attend our events at member rate.
Our chapter offers a variety of services to our members and guests, 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.
Our Chapter is led by a Board of Directors, each of whom serve as Chair to a committee. We welcome inquiries about volunteering, as well as board service. Click HERE to review information about our committees and directors.
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!
In addition, our Chapter serves as a resource to consumers who are interested in financial planning services - both paid and pro bono services. Simply click on the Consumer Resources tab. Should you have general questions about financial planning and the process, give us a call at 518-458-7774 for information. Financial planning should not be a daunting process -- we can assist you!
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 email@example.com Telephone: 518-458-7774