Meetings & Events

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2021-2022 EVENT CALENDAR!

All 169 Seinfeld Episodes, Ranked From Worst to Best

We. Are. Back. Baby!

Live and In-Person! well, mostly...

Our October & December meetings are VIRTUAL.

FPA-NENY programs enhance your awareness
of issues affecting many people.

Can't find it? Contact Stephanie.

Whether you do comprehensive financial planning or specialize in just one facet of it, there are so many topic areas that a CFP® needs to have knowledge about.

The broader the scope of your knowledge, the more value you bring to the client relationship. Just think of all of the topics covered in the CFP® study program!

Because financial planning is about the client’s entire financial life, it is so important to be aware of how little details fit into the big picture. The key is recognizing the issues and being able to provide solutions, whether you do so yourself or turn them to someone who handles that area.

You have found your place for solutions at the FPA-NENY!

Click on any month's tab to read about the program! Questions? Email us!

PayPalWe use Paypal as the secure shopping cart and payment processing service. If you wish to register for more than one person or more than one event, simply return to this page and add additional events to your shopping cart. When you check out, remember to to put the names of all the people you've registered in the "Message" box.

 

Season Pass and Combo are available to FPA members ONLY.

Season Pass - one ticket to each of our 8 monthly meetings:

Combo - a Season Pass + one ticket to our May 19, 2022 all day Symposium:

 

SeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilSymposium

September 23, 2021 Thursday

1 hour

CE: 1 hour CFP, CPA by FPA NENY

Dean Skarlis 172x172 | Capital Region Chamber

Paying For College: Big Changes Are Coming

Speaker: Dr. Dean Skarlis, Founder and President, The College Advisor of New York

Changes are coming to the financial aid and college admissions process. These will affect clients of all types, including single/divorced parents, grandparents, and families with 2 or more children. Learn strategies to aid your clients.

Learning Objectives:

  1. Participants will learn the most up-to-date info about the changes to the FAFSA, CSS Profile, and the entire financial aid/scholarship process.
  2. Participants will understand how the Covid-19 related changes to the college admissions process will affect families.
  3. Participants will learn specific strategies to help save their clients money on college, including how grandparents can help fund college

Members: $30 | Non-members $45

Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program

Venue: Wolferts Roost Country Club

Register Now

October 21, 2021 Thursday

1 Hour:VIRTUAL   VIRTUAL

CFP/CPA CE 

Matthew Hougan

VIRTUAL   VIRTUAL  VIRTUAL   VIRTUAL  VIRTUAL

Everything you Ever Wanted to Know About Crypto but Were Afraid to Ask

Speaker: Matt Hougan, Chief Investment Officer, Bitwise Asset Management

Everyone’s talking about crypto. Not only is it the time for you to join the conversation, it’s the time for you to lead it. Uniquely designed for financial advisors, this course will help you gain an understanding of cryptoassets and blockchain technology. You will also learn how to navigate client conversations related to crypto and explain crypto in plain English (no buzzwords!).

Learning Objectives:  

  1. Learn what crypto is and gain an understanding of why it matters
  2. Find out and be able to explain why there is more than one cryptoasset and how different cryptoassets compete
  3. Explore how crypto fits in a portfolio

Members: $35 | Non-members $55

Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program

VIRTUAL   VIRTUAL  VIRTUAL   VIRTUAL  VIRTUAL

Register Now

November 18, 2021, Thursday

1 Hour

Expected CE: CFP® and CPA

Marty Finn

Top Gun: Maverick (2021) – New Trailer - Paramount Pictures - YouTube

Top Gun Tax Tactics: Stuff Even Maverick Doesn’t Know

Speaker: Martin S. Finn, JD, LL.M., CPA/PFS, Founding Partner, Lavelle & Finn, LLP

We will review recent federal and state income, estate, gift and fiduciary income tax developments important to your practice and your clients including a recap of any recently enacted or proposed legislative changes. We will discuss tax and non-tax options and strategies that your clients must consider implementing right now in this new and changing tax and financial world including year end tax strategies.

Learning Objectives: 

  1. Awareness of relevant tax changes important to your financial planning practice and clients.
  2. Understanding of tax and non-tax planning strategies clients need to consider.
  3. Explanation of what year end tax planning strategies your clients need to implement immediately.

Members: $35 | Non-members $55

Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program

Venue: Wolferts Roost Country Club

Register Now

December 16, 2021 Thursday

1 Hour VIRTUAL   VIRTUAL 

Expected CE: CFP® and CPA

Daniel Finley

VIRTUAL   VIRTUAL  VIRTUAL   VIRTUAL  VIRTUAL

Virtual: Mastermind Workshop: Understanding the 5 Most Important Facets of Your Financial Services Business

VIRTUAL   VIRTUAL  VIRTUAL   VIRTUAL  VIRTUAL

Speaker: Daniel Finley,  Speaker-Facilitator-Author-Consultant-Coach

Have you ever wondered why some advisors/agents continuously reach the next level of their business and some do not? It’s not a question of having more luck but simply one of having better systems. Advisors/Agents who want to get to the next level of their business must first understand why their current system(s) are not working. Then, they need to adjust or tweak their system(s and implement those changes and solutions!
Learning Objectives:
  1. Help advisors and agents learn about and from common challenges that a majority of them experience.
  2. Help advisors and agents learn how to integrate methodology, techniques and solutions that work.
  3. Help advisors and agents understand that many difficulties are similar for others and that those obstacles can be turned into opportunities.

Members: $35 | Non-members $55

Time:  7:45 – 9:00 A.M. Program  VIRTUAL   VIRTUAL  VIRTUAL   VIRTUAL  VIRTUAL

Register Now


January 20, 2022 Thursday

1 Hour

Expected CE: CFP® and CPA

Our Team – Hugh Johnson Advisors

Hugh Speaks: an update on financial markets given the current political and economic landscape

Speaker: Hugh Johnson, Chief Investment Officer, Founder, Partner, Hugh Johnson Advisors LLC

We welcome back one of our Chapter[‘s favorites: Hugh Johnson. Join us for Hugh’s discussion on where we have been, where we are, and where Hugh sees us heading in all things economic.  Hugh always rocks the house, be sure you attend!

Learning Objectives:

  1. How and why the economy is currently.
  2. Understand the economy now and the factors affecting industry.
  3. Learn what trajectory the economy will go within the next year.

Members: $35 | Non-members $55

Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program

Venue:  Wolferts Roost Country Club

Register Now


February 17, 2022 Thursday

1 Hour

Expected CE: CFP® and CPA

Louis W. Pierro, Esq. | McDermott, Pierro & Mandery, LLP

Estate Planning Update: What Your Clients Need to Know

Speaker:  Lou Pierro of Pierro, Connor & Strauss 

Change is coming (and happening) with the Biden Administration’s plans, but you can guide your clients by helping them capture current tax benefits and protect wealth in 2022 with the strategies explained in this session.

Members: $35 | Non-members $55

Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program

Venue:  Wolferts Roost Country Club

Register Now

March 17, 2022 Thursday

1 Hour

Author page for William Reichenstein | AAII

Tax-Efficient Withdrawal Strategies in Retirement

Speaker: Bill Reichenstein, Professor of Finance; Pat and Thomas R. Powers Chair in Investment Management, Hankamer School of Business, Baylor University

I begin by explaining how the taxation of Social Security benefits and income-based Medicare premiums (i.e., IRMAAs) cause retirees’ marginal tax rates to substantially exceed their tax brackets on a wide range of their income. I show that the proper analytic framework for comparing withdrawal strategies in retirement should be based on marginal tax rates, while many professionals inappropriately use a framework based on tax brackets. I then present general withdrawal strategies that can add substantial value to four groups of retirees. Finally, I note the four factors that should be considered when considering a Roth conversion in 2021. To the best of my knowledge, www.incomesolver.com is the only software that considers all of these factors.

Learning Objectives: 

  1. Explain how the taxation of Social Security benefits and income-based Medicare premiums (i.e., IRMAAs) cause retirees’ marginal tax rates to substantially exceed their tax brackets on a wide range of their income.
  2. Present tax-efficient withdrawal strategies for four groups of retirees.
  3. Note the incorrect analytic framework used by many professionals when considering withdrawal strategies in retirement..

Members: $35 | Non-members $55

Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program

Venue:   Wolferts Roost Country Club

Register Now

April 14, 2022 Thursday

1 hour 

CFP, CPA CE approved

To be announced.

Copy of just wait for it | PosterMyWall

Health Meets Wealth: HSAs Role in Retirement Savings 

Speaker: Ryan Tiernan – American Funds

Rising health care costs are critically affecting the way people save for  retirement. To help participants save more for retirement, advisors need  to know how to talk with clients (employers and employees) about how  health care costs can affect retirement readiness. One way to do that is  to understand health savings accounts (HSAs). As more advisors become  fiduciaries, this understanding can help them provide even more value to  clients while differentiating their practices. 

Health Meets Wealth: What Role Do Health Savings Accounts (HSAs) Play in Retirement  Investing? is a presentation designed to help intermediaries better serve their plan  sponsor clients by addressing participants’ overall well-being and planning for  retirement success. 

In this session, we will focus on three key areas:  

Health Care’s Impact on Retirement 

We will discuss how rising health care costs are affecting both the employer’s  bottom line as well as the employee’s available benefit allowance. 

The Value of Understanding HSAs 

We will show how, by understanding HSAs, intermediaries can expand their  value proposition and further differentiate their practices from other defined  contribution advisors.  

Considerations for HSA Investments 

We will provide some guidelines for investments within an HSA, including target  audience considerations, investment thresholds, share class optimization and  target date funds as a potential solution.  

Please join us for this informative and action-oriented discussion. 

Members: $30 | Non-members $45

Time: 7:45 A.M. Login | 7:50 – 9:00 A.M.Program

Venue:  VIRTUAL

Register Now

SAVE THE SYMPOSIUM DATE! 

May 19, 2022

Hilton Garden Inn, Troy

That’s all for now, folks – just the May 19, 2022 date

info below is the 2021 Symposium. 2022 info will be posted in early(ish) 2022!

*****************************************************************

2021 FPA NENY 20th Annual Symposium (virtual)

Course Descriptions and Learning Objectives

Click on the down arrow to expand and close tabs.

Session 1: Power Brand
Presented by Sheridan Culhane of MFS

Addresses how advisors can brand themselves by being significant in the lives of their very best clients; leads advisors through several exercises on how to think about branding and service to others in the context of great connections.

CE offered by MFS


Session 2: Positioning for the Next Economic Cycle
Presented by Brian Levitt of Invesco

As the US and rest of the world emerge from the Global Pandemic, we believe many portfolios are not positioned for the next cycle.  Invesco’s Global Market Strategist, Brian Levitt will discuss the current economic cycle and outlook, asset classes that are attractive, and what it means for portfolio construction

Learning Objectives:

  1. Seeking Income:  Fixed Income is current environment
  2. Evolving the core:  The US Large Capital market
  3. Global Opportunity:  Are non-US assets an opportunity today?

CE approved.


Session 3: Ongoing Soap Opera of Health Care Reform
Presented by Dr. Carolyn McClanahan of Life Planning Partners

Health care reform has been an ongoing saga since the years of Franklin Roosevelt. Through the decades, health care has become more convoluted and expensive and is now unaffordable for many. The Affordable Care Act was passed to address this challenge, but political infighting diminished the effectiveness of this legislation. We may be turning the tide with changes to the ACA through the American Rescue Plan.

Dr. McClanahan will share a brief history of reform, an update on the cost of health care, and brings you up to date on the health insurance changes through the American Rescue Plan.

Learning Objectives:

  1. Advisors will understand the challenges of health care policy in the United States.
  2. Advisors will learn about the health insurance changes in the American Rescue Plan.
  3. Advisors will learn to help clients plan for health care coverage given the changes in the Affordable Care Act.

CE approved.


Session 4: Navigating the New Insurance World for Optimal Client Plans
Presented by Bob Vandy of AIB and Mary Beth Hofmeister of Shipp Financial.

As the Chinese proverb goes – Change = Opportunity + Challenge. Are YOU ready for both? The last year has seen a multitude of changes in the insurance world, and ALL of them impact the consequence planning you do for your clients. PBR, CSO, BI (Reg. 187 in the insurance world), SECURE (Act) – each acronym has a specific meaning for you, and your client, in 2020 and beyond.

Join Bob Vandy and Mary Beth Hofmeister as they walk you through these changes, and demonstrate how you can approach your client interactions from both a defensive (challenge) AND offensive (opportunity) standpoint.

Learning Objectives:

  1. Ensure attending planners have a firm grasp on the recent changes, and what they mean to both the planner and the client
  2. Translate recent product changes in insurance pricing and design to the creation and maintenance of the best quality client financial plan
  3. Recognizing, and taking action on, opportunities relative to those changes, to improve client outcomes

CE approved.


Session 5: Bridging the Relational Finance Gap: How to be more productive and profitable while advising married clients with relationship challenges
Presented by Dr. Travis Parry, Live Life on Purpose

Have you ever met with a married couple who showed signs of relationship problems? Most financial professionals do and they are simply not serving them well, creating a dip in productivity and loss of revenue!

Dr. Parry presents the research behind the relational and financial gap and explains what every financial professional needs to know to help at-risk couples.

Have you ever met with a married couple who showed signs of relationship problems? Most financial professionals do and they are simply not serving them well, creating a dip in productivity and loss of revenue! Dr. Parry presents the research behind the relational and financial gap and explains what every financial professional needs to know to help at-risk couples.

Learning Objectives:

  1. Identify relational issues that they can either help with and refer to other relationship professionals
  2. Be equipped to help couples with relationship problems to better understand the issues and communicate with them
  3. Improve the effectiveness of the financial planning process by serving married couples with relationship issues better

CE approved.


Session 6: Responsible Investing is Good Business
Presented by Lenore Reiner of Eaton Vance

Reviews the history of responsible investing, Clarifies the terminology and Presents a compelling case for initiating responsible investing conversations with clients.

Learning Objectives:

  1. What is Responsible Investing?
  2. What are the trends that are driving the growth in responsible investing?
  3. How can you execute responsible investing – covering the various methods/styles.

CE approved.


Session 7: Planning Options Under the SECURE Act
Presented by Lou Pierro of Pierro, Connor & Strauss

With an increasing percentage of your clients’ assets owned through IRAs and qualified retirement plans, navigating the new provisions of the SECURE Act is paramount for financial advisors. Teamwork among advisors, accountants and estate planning attorneys is necessary now more than ever to navigate the “10 Year Rule” and bring about the optimal results for our clients.

This session will explore the strategic advantages of the most popular planning techniques, and demonstrate the use of software tools to compare the results of: – Early withdrawals to fund the purchase of life insurance -Converting to a ROTH IRA -Naming a Charitable Remainder Trust as beneficiary -Utilizing the exceptions contained in the new law to continue the ‘stretch’ -The proper method to name trusts as beneficiaries to achieve asset protection -Estate and gift tax planning under the SECURE Act

Learning Objectives:

  1. Understand strategies for early withdrawals to fund the purchase of life insurance
  2. Master techniques to manage tax consequences of the SECURE Act through Roth conversions and Charitable Trusts and combine them with wealth replacement
  3. Learn how exceptions to the Ten Year Rule can save the ‘stretch,’ including optimal trust designs

CE approved.

FPA Partner & Sponsor Info

Register Now

 Session/Time
 open at 7:30 – come chat!
1:  8:00 to 8:50am
2:  9:00 to 9:50am
3:  10:00 to 10:50am
4:  11:00 to 11:50am
LUNCH

11:50am – 1:00pm

room remains open
5:  1:00-1:50pm
6:  2:00 to 2:55pm
7:  3:00 to 3:50pm