FPA-NENY programs enhance your awareness
of issues affecting many people.
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!
We 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 18, 2023 all-day Symposium:
September 15, 2022 Thursday
2 hours
CE: 1 hour CFP: filed by Candura, CPA: filed by FPA NENY
ETHICS CE: CFP BOARD’S REVISED CODE AND STANDARDS
Speaker: Dan Candura, CFP®, Founder and President, The Candura Group, LLC
Ethics CE: CFP Boards Revised Code and Standards is the latest CFP® Ethics course from Candura Group. We use polls, videos and case studies to keep everyone involved and learning. Attendees participate in an informative and engaging session that teaches the learning objectives required by CFP Board for ethics training.
Learning Objectives:
By the end of this program, the participant should be equipped to:
- Understand the structure and content of the revised Code and Standards, including significant changes from prior rules.
- Describe CFP Board’s Fiduciary Duty.
- Identify Material Conflicts of Interest and How to Avoid, or Fully Disclose, Obtain Informed Consent, and Manage Them.
- Understand the Duty to Report to CFP Board and the Duty to Cooperate.
- Identify the Practice Standards When Providing Financial Advice that Requires Financial Planning or Financial Planning.
- Understand the Duty to Provide Information to Clients When Providing Financial Planning and/or Financial Advice.
Members: $50 | Non-members $65
Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:45 A.M. Program
Venue: Wolferts Roost Country Club
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October 19, 2022 Wednesday
2 Hours: VIRTUAL VIRTUAL
CFP/CPA CE
VIRTUAL VIRTUAL VIRTUAL VIRTUAL VIRTUAL
A joint EPC ENY/FPA NENY program:
10 CRITICAL IRA ERRORS ADVISORS MUST AVOID
For more than 40 years, IRAs have been available as a retirement-savings vehicle, but the rules surrounding them are constantly changing, and they are incredibly – and deceptively – complex. Each year, client mistakes, advisor errors and oversights by financial institutions cost clients millions of dollars in unnecessary taxation. This session seeks to reverse that trend by helping advisors to identify and avoid 10 of the most frequent and costly IRA mistakes.
Members: $30 | Non-members $45
Time: 8:20 A.M. login | 8:30 – 10:10 A.M. Program
VIRTUAL VIRTUAL VIRTUAL VIRTUAL VIRTUAL
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November 16, 2022, WEDNESDAY
1 Hour
Expected CE: CFP® and CPA
In-person with a virtual option!
Topic: Top Year End Income and Estate Tax Planning Strategies
Speaker: Martin S. Finn, JD, LL.M., CPA/PFS, Founding Partner, Lavelle & Finn, LLP
Members: $30 | Non-members $45
Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program
Venue: Wolferts Roost Country Club
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December 15, 2022 Thursday
1 Hour VIRTUAL VIRTUAL
Expected CE: CFP® and CPA
VIRTUAL VIRTUAL VIRTUAL VIRTUAL VIRTUAL
Virtual: Student Loan Management During Unprecedented Times
VIRTUAL VIRTUAL VIRTUAL VIRTUAL VIRTUAL
Speaker: Adam Minsky, Esq. Law Office of Adam S. Minsky, Student Loan Law
- Participants will learn about the different student loan types, players, and statuses so that they can get a better handle on the complexities of the student loan system.
- Participants will learn the nuances of the multiple repayment plans available to federal student loan borrowers and federal loan forgiveness options that are available to student loan borrowers.
- Participants will learn about recent legislative and policy changes that impact student loan programs, as well as potential future changes that may be on the horizon, so they can better advise their clients.
Members: $30 | Non-members $45
Time: 7:45 – 9:00 A.M. Program VIRTUAL VIRTUAL VIRTUAL VIRTUAL VIRTUAL
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VIRTUAL: January 19, 2023 Thursday
1 Hour
Expected CE: CFP® and CPA
Live and In-person with virtual option
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:
- How and why the economy is currently.
- Understand the economy now and the factors affecting industry.
- Learn what trajectory the economy will go within the next year.
Members: $30 | Non-members $45
Time: 7:45 – 9:00 A.M. Program
Venue: Wolferts Roost Country Club
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February 16, 2023 Thursday
1 Hour
Expected CE: CFP® and CPA
In-person with a virtual option!
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 crypto assets 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:
- Learn what crypto is and gain an understanding of why it matters
- Find out and be able to explain why there is more than one cryptoasset and how different cryptoassets compete
- Explore how crypto fits in a portfolio
Members: $30 | Non-members $45
Time: 7:30 A.M. Reg/Breakfast | 7:45 – 9:00 A.M. Program
Venue: Wolferts Roost Country Club
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March 16, 2023 Thursday
1 Hour
In-person with a virtual option!
Current Trends in Long Term Care and Special Needs Planning
Speaker: Tara Anne Pleat, Esq., Founding Partner, Wilcenski & Pleat, PLLC
The SECURE Act and SECURE 2.0 made major changes to how estate planners address retirement accounts during the estate planning process. Recent proposed regulations attempted to clarify (sometimes successfully and sometimes not) certain issues, including how to obtain the stretch for beneficiaries who are disabled or chronically ill and how a trust can qualify for life expectancy payouts. We will discuss the interplay between special needs planning and retirement accounts, as well as other developments in the field including supported decision making, in New York and nationally, as well as the effects changes in the delivery of services to seniors and individuals who are disabled are having on the advice being given to clients.
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
May 18, 2023
Hilton Garden Inn, Troy
♥ Our event will be IN PERSON! ♥
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2023 FPA NENY 22nd Annual Symposium – In Person
Speakers and topics will be posted in Spring 2023!