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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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.

 

All monthly meetings are VIRTUAL until further notice.

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

A review of relevant tax changes and planning opportunities to share with clients after a personal and financial maelstrom. We will discuss everything from SECURE Act planning options including ROTH conversions to tax changes in Stimulus bills to year end tax planning opportunities.

Learning Objectives:

  1. ROTH conversion analysis in a down market.
  2. Tax strategies in a down economy.
  3. Year end tax planning opportunities.

Members: $30| Non-members $45

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

Register Now

December 17, 2020 Thursday

1 Hour

Expected CE: CFP® and CPA

Virtual: Succession Planning Strategies For Your Retirement

Speaker: Suzanne Lawrence, Advisor Business Solution

Planning for clients has always been the #1 goal, but less than 50% of advisors have a succession plan in place, even during a pandemic. How might an unanticipated sudden or gradual change impact your practice, clients and lifestyle? Preparing for your next 1, 3, or 5+ years requires thoughtful planning, emotional checkpoints and realistic expectations in good and unexpected times.
Hear key points and action items on how to be proactive with your planning. In this interactive webinar you will learn:
  • What impact COVID-19 had on valuations this year
  • What types of exit planning strategies to consider
  • What adjustments savvy advisors are making in their practice
  • What are the biggest assumptions that can hurt your goals
Approved for CFP CE .

Members: $30 | Non-members $45

Time:  7:45 – 9:00 A.M.Program

Register Now


January 21, 2021 Thursday

1 Hour: PRESENTATION

Expected CE: CFP® and CPA


VIRTUAL: WINDS OF CHANGE: an update on financial markets given the current political and economic landscape

Speaker: Brad Rutan – MFS

Since the dawn of time winds have shaped our planet, and while humans are unable to control where, when and how the wind blows, it hasn’t stopped us from attempting to harness it, particularly for our benefit.  Analogously, there are four distinct winds which are currently, or soon to be, affecting risk in the market.  These winds of change have originated out of government stimulus, corporate credit, politics and globalization.   Just as humans are powerless to control the wind, investors cannot control these winds of change.  Fortunately, the absence of control does not equate to a lack of opportunity.  Join MFS’s Brad Rutan to explore how investors can take advantage of these developments.

Learning Objectives:

  1. Understanding the current and near future market risks.
  2. Learning the associated risks of Government stimulus, corporate credit, politics, and globalization.
  3. Finding the opportunities within each risk factor.

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

Venue:   VIRTUAL

Register Now


February 11, 2021 Thursday

1 Hour

Expected CE: CFP® and CPA

Market Intelligence – a comprehensive review of the investment landscape 

Speaker: Emily Roland, Co-Chief Investment Strategist at John Hancock

In today’s global financial markets and nonstop news cycle, it can be hard to cut through the noise and identify the trends that matter most. For a clearer view, join our Market Intelligence call, a comprehensive review of the investment landscape across key markets and asset classes that leverages the insight of dozens of asset managers and investment research firms. We’ll cover: The research behind Market Intelligence The outlook for U.S. and international stocks and bonds, Strategies for 2021 and beyond.

Learning Objectives:

  1. Understanding how our economy has evolved to current day
  2. Immediate outlook for US and international markets
  3. Investment strategies for 2021 and beyond.

Members: $30 | Non-members $45

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

Venue:  VIRTUAL

Register Now

March 18, 2021 Thursday

1 Hour

Recent Changes in the provision of Home Care in New York: What you need to know.

Speaker: Tara Anne Pleat, Esq.

During the 2020 NY legislative session, sweeping changes were made to the eligibility standards and tools for Medicaid funded home care for our seniors and other individuals with disabilities. Our program will focus on those changes, the home care process itself, and what advisors and practitioners should be telling their clients given the current landscape.

Learning Objectives:

  1. Understand the Home Care Application Process;
  2. Understand the new look back for home care and the programs to which it applies;
  3. Ensure advisors are giving their clients realistic and real life advice so families know what to expect.

Members: $30 | Non-members $45

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

Venue:   VIRTUAL

Register Now

April 22, 2021 Thursday

1 hour 

CFP CE expected.

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

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

 

Thursday, May 13, 2021

HANDOUTS:  Click on the handouts you want to access.

Session 1:

Session 2:

Session 3:

Session 4:

Session 5:

Session 6:

Session 7:

 

Login: 7:45A.M., Programs: 8:00A.M. to 4:30P.M.

FPA Partner & Sponsor Info

20th Annual SYMPOSIUM

SEVEN CEs.

Excellent speakers.

VIRTUAL (BUT, pants are required).

awesome.

FPA NENY 2020 Symposium Flyer (not ready)

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

 

DO NOT Register YET (pricing will be changed LOWERED)

 

Session 1: The Power of One 2.0:  Divorcees and Widows, Sheridan Culhane of MFS

Session 2:  Macro Economic and Investment Outlook, Brian Levitt of Invesco

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

Session 4:  Insurance Planning, Bob Vandy of AIB

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

Session 6:  Environmental, Social, and Governance Investing, Lenore Reiner of Eaton Vance
Session 7:  Planning Options Under the SECURE Act, Lou Pierro of Pierro, Connor & Strauss
2.02.2021: times approx
 Session/Time
1:  8:10 to 9:00am
2:  9:05-9:55am
3:  10:15-11:05am
4:  11:25-12:15pm
5:  1:00-1:50pm
6:  1:55-2:45pm
7:  2:55-3:45pm
Screen reader support enabled.