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