Financial Planning Association of Northeastern New York

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Loudonville, NY
Financial Planning Association of Northeastern New York

FPA-NENY champions the financial planning process by fostering public awareness on the value of financial planning.

05/14/2026

The FPA Northeastern New York 25th Annual Symposium brought together an incredible lineup at the Hilton Garden Inn of Troy.

5 incredible learning sessions packed with real, actionable insights:

📈 Hugh Johnson- 2026 Economic Update
🩺 Dr. Carolyn McClanahan, CFP -Financial Planning for End of Life, Are You Happy Now?
🧠 Amanda Stahl - Retain Your Brain
💼 Doug Orton - Roadmap to Retirement

Between presentations, attendees connected with our partners, collecting stamps on their raffle cards for a chance to win amazing prizes donated by sponsors, the Hilton Garden Inn, speakers, and FPA NENY.

Community. Education. Connection. That’s what this is all about.

📩 [email protected] | 🌐 fpa-neny.org

04/10/2026

Don’t miss our 25th Annual Symposium! Tickets are on sale now at www.fpa-neny.org

04/09/2026

Tickets are now available to our May 13 Symposium and all sessions offer CFP CE, come join us! Visit www.fpa-neny.org

03/21/2026

Thanks again to Eric Ludwig, PhD, CFP®️, RICP®️ with The American College of Financial Services for sharing findings from studies on advisor effectiveness and retirement withdrawal strategies 💡

03/14/2026

FPA Pro Bono team members Maria Natarelli, Tom McGrath and Howard Kibrick participated in CEO Staff Wellness Day at the Hilton Garden Inn - Troy on Friday. Feels good to give back!

03/05/2026

Our fastest-growing community? NexGen.

These are financial planners who are new to the profession—whether by age, experience, or through a bold career change. Financial planning is attracting talent from many different paths, and our NexGen community reflects that energy: diverse, collaborative, and eager to grow.

Next up, we’re connecting with the students of the Finance Club at Siena College for our Campus to Career: A Roundtable Networking Event — an opportunity to share career journeys, insights, and advice with the next generation of advisors.

📍 Siena Hall
📅 March 16, 2026
⏰ 5:30 – 7:30 PM
🍕 Pizza social to follow!

Are you a NexGen advisor who’d like to join us? Reach out — we’d love to have you involved.

02/27/2026

Join us for a Double Header you won’t want to miss! 🎉

On March 19, 2026, the Financial Planning Association – Northeastern New York chapter welcomes Eric Ludwig, PhD, CFP®, RICP® of The American College of Financial Services for a powerful two-part morning session at Wolferts Roost Country Club.

🧠 Hour 1: The Science of Advisor Effectiveness
Discover what AI analysis of 100,000 conversations reveals about client success.

💼 Hour 2: How Much Can I Really Withdraw?
Navigate safe retirement spending strategies in today’s market.

📅 3.19.2026
⏰ 8:00–10:00 AM
🎟 Tickets available now at fpa-neny.org

Level up your impact. Strengthen your strategy. See you there!

02/14/2026

A big thank you to Reg Harnish, CEO of OrbitalFire, for sharing practical strategies, real-world insights, and best practices to help financial professionals safeguard client data and protect portfolios in today’s digital landscape.

An informative and timely conversation that reinforced just how critical cybersecurity is to our profession.

01/29/2026

🔐 Protecting Portfolios & Passwords 🔐
A Cybersecurity Survival Guide for Financial Planners

Join the Financial Planning Association – Northeastern New York for an insightful event on safeguarding client data and financial portfolios in today’s digital world.

📅 February 12, 2026
📍 Wolfert’s Roost
🎤 Reg Harnish, CEO of OrbitalFire

Learn practical strategies, real-world insights, and best practices every financial professional should know.

🎟️ Tickets available now
👉 fpa-neny.org
📧 [email protected]

01/19/2026

Our chapter had an enlightening breakfast seminar on Thursday with Graham Kimmerer of MFS on creating a platinum practice. Stay tuned for more monthly morning meetings at Wolfert’s Roost!

Address

P. O. Box 11565
Loudonville, NY
12211

Telephone

(518) 458-7774

Website

http://www.fpa-neny.org/

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