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.
This Site uses Paypal as its 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, don’t forget to put the names of all the people you registered for in the “Message” box.
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.
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
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
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
Register Now
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
Register Now
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
Register Now
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.
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
Registration/Breakfast: 7:30A.M., Programs: 8:00A.M. to 4:30P.M.
HAPPY HOUR follows upstairs!
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.
• 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!