Meetings & Events

 

FPA-NENY programs can help 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.

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Welcome to our 2020/2021 Year

Adjusting our sails and staying the course.

We hope you’re excited about our line-up because we are. Here’s why:

September – December meetings will remain VIRTUAL.

We’ll reassess the January – May situation in the coming months. 

September 24:  CFP Ethics – Dan Candura,CFP

October 15:  Retirement Income Planning After SECURE And CARES Acts – Jamie Hopkins

November 19:  To Roth or Not to Roth & Other Tax Planning Tidbits in a Post-COVID World – Marty Finn, Esq.

December 17:  Succession or Exit? The Retiring Financial Advisor – Craig Johnson

January 21:  Fixed Income – Brad Rutan – MFS

February 11:  Investment/Economic Update – Emily Roland – JH

March 18:  Estate Planning Update – Tara Anne Pleat, Esq.

April 22:  Health Meets Wealth: HSAs Role in Retirement Savings – Ryan Tiernan – American Funds

May 13, 2021 SYMPOSIUM

Season Pass cost is discounted 15% from last season.  EVERY saavy financial planning professional enjoys saving a buck!

Bought a Combo last year? Rest easy because it’s good for our May 13, 2021 Symposium.

About the Combo (SP + symposium ticket)  Won’t be offered this season. Symposium prices will be set when the Magic 8 ball gives the all clear.

SEASON PASS ONLY AVAILABLE TO MEMBERS

For 2020/2021, we’re offering TURBO SP and the SP.

Either buys a ticket to each monthly meeting.

Turbo SP includes a $25 direct donation to our Chapter.

Yes, it’s tax deductible and your support will be noted – thank you!

Extra support for your Chapter (TURBO SP):

Member’s Season Pass @ $150 + $25 donation.

Season Pass:

The Season Pass is a MEMBER’s ticket to all 8 regular monthly meetings. Cost is $150.

 

SeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilSymposium

September 24, 2020 Thursday

1 hour, 40 minutes

CE: CFP® by Candura

 

VIRTUAL: New Standards for a Fiduciary World: Understanding CFP Board’s
Revisions

Speaker: Dan Candura, CFP BOARD EMERITUS™, founder of Candura Group, LLC

 

Learning Objectives:

  • Discussion of Act’s impact on individuals and their businesses
  • Understanding Section 199A
  • What do financial advisors need to know?

Members: $40 | Non-members $60

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

Register Now

October 15, 2020 Thursday

1 Hour

CFP/CPA CE 

Jamie Hopkins

VIRTUAL: Retirement Income Planning After SECURE And CARES Acts

Speaker: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®

2020 has been a year of change, but many client goals remain the same. Clients want security in their retirement income plans, but the rules keep changing with the SECURE Act and CARES Act shifting the legal and tax landscape significantly. Best planning strategies for Roth IRAs, tax loss harvesting, conversions, rollovers, RMDs, beneficiaries, new distribution strategies and QCDs all being impacted by the new rules.

Learning Objectives:  

  • Being more agile in responding to challenges.
  • Managing risks through mitigation and response strategies.
  • Developing trust in professional relationships.

Members: $30 | Non-members $45

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

 

Register Now

November 19, 2020, Thursday

1 Hour

Expected CE: CFP® and CPA

Marty Finn

VIRTUAL: To Roth or Not to Roth & Other Tax Planning Tidbits in a Post-COVID World 

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

Register Now

Members: $30| Non-members $45

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

December 17, 2020 Thursday

1 Hour

Expected CE: CFP® and CPA

Virtual:  Succession or Exit? The Retiring Financial Advisor 

Speaker:  Craig Johnson

Members: $30 | Non-members $45

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

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January 21, 2021 Thursday

1 Hour

Expected CE: CFP® and CPA


Speaker: Brad Rutan – MFS

 

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

Venue:   TBA

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February 11, 2021 Thursday

1 Hour

Expected CE: CFP® and CPA

Economic Update 2020

Speaker: Emily Roland, John Hancock

 

Learning Objectives:

Members: $30 | Non-members $45

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

Venue:   TBA

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March 18, 2021 Thursday

1 Hour

Estate Planning Update 2021

Speaker: Tara Anne Pleat, Esq.

 

Learning Objectives:

Members: $30 | Non-members $45

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

Venue:   TBA

Register Now

April 22, 2021 Thursday

1 hour 

CFP CE expected.

Simon Reilly

Health Meets Wealth: HSAs Role in Retirement Savings 

Speaker: Ryan Tiernan – American Funds

Members: $30 | Non-members $45

Time: 7:30 A.M.Reg/Breakfast | 7:45 – 9:15 A.M.Program

Venue:   TBA

Register Now

NOPE:  2021 Symposium is not yet updated.  Go no further.

 

Thursday, May 16th, 2019

HANDOUTS:  Click on the handouts you want to access.  NOTES: GS2’s handout will be posted after the Symposium; the article posted will be of interest to you.  GS4 and AM Breakout 2 do not have handout material.

GS1: Generational Intelligence to Build a Sustainable and Growing Practice

GS2: If US Stocks Stumble Will International Stocks Fall

GS3: GS3 – Altman – Estate Planning for Short Life Expectancies 2019 for NY version 2

GS4: No handout: Advice in a New Era 

GS5: Road Map To Retirement – Top IRA Planning Mistakes

AM B/O1: Social Security How to Grow From Here

AM B/O2: No handout: Planning For College: Understanding Financial Aid, Scholarships, and Affordability: Strategies to Help Your Clients

PM B/O1: The Outlook for Fixed Income

PM B/O2: Peeling the LTC Insurance Onion

Hilton Garden Inn – Troy

Registration/Breakfast: 7:30A.M., Programs: 8:00A.M. to 4:30P.M.

HAPPY HOUR follows upstairs!

FPA Partner & Sponsor Info

Nineteenth Annual SYMPOSIUM

SEVEN CEs.

Excellent speakers.

Folks you haven’t seen in a million years.

Fun, food, raffles, & laughs.

HAPPY HOUR.

All. In. ONE. Day.

All at one price.

awesome.
You know this is awesome high-level learning, which likely is on your tattered and torn 2019 resolution list AND
You actually get to hang out with awesome folks you haven’t seen in forever. Bonus–there’s no assigned seating. Unless rowdiness ensues, if so-all bets are off. AND
You can:

• wear awesome casual attire,

• get awesomely well-fed for breakfast and lunch,

• meet up with our awesome Chapter Partners & Sponsors to see what new stuff is out there,

• enter into the awesome raffle for super cool prizes, AND

• attend our awesome Happy Hour

FPA NENY 2019 Symposium Flyer

PROGRAM SCHEDULE & Speaker Bios can be found in the flyer.

2019 GENERAL SESSIONS Generational Intelligence to Build a Sustainable and Growing Practice Sean M. Farley, Senior VP & Divisional Sales Manager, John Hancock Investments (APPROVED CFP/CPA:1 CE) Now What Should We Do?  Where We Are in the Economic Cycle and What Does It Mean for US and International Equities Talley Léger, Equity Strategist at OppenheimerFunds (APPROVED CFP/CPA:1 CE) Estate Planning for Short Life Expectancies Gary Altman, Esq., Founder and Principal Attorney, Altman & Associates (APPROVED CFP/CPA:1 CE) Advice in a New Era  Paul Cieslik is a National Speaker for Capital Group, home of American Funds (APPROVED CFP/CPA:1 CE) Road Map To Retirement – Top IRA Planning Mistakes Doug Orton, CRPC, VP & Business Development Consultant at MFS Fund Distributors, Inc. (APPROVED CFP/CPA:1 CE) MORNING BREAK-OUT SESSIONS 1. Social Security How to Grow From Here:  Matt Sperazzo, John Hancock (APPROVED CFP/CPA:1 CE) 2. Planning For College: Understanding Financial Aid, Scholarships, and Affordability: Strategies to Help Your Clients: Dr. Dean Skarlis, President, The College Advsor of New York (APPROVED CFP/CPA:1 CE) AFTERNOON BREAK-OUT SESSIONS 1. The Outlook for Fixed Income: David Keib, CRPC, CIMA, AIF, Capital Group (APPROVED CFP/CPA:1 CE) 2. Peeling the LTC Insurance Onion: Robert M. Vandy, CLU, ChFC, LUTCF, CLTC is President of Advisors Insurance Brokers (APPROVED CFP/CPA:1 CE) Early Bird price through April 30. (M $175, NM $200) 12.5% discount Regular price May 1 – 17. (M $200, NM $225) Full price and well worth it!

Register Now