Financial Planning Association of Northeastern New York

Financial Planning Association of Northeastern New York FPA-NENY champions the financial planning process by fostering public awareness on the value of financial planning.

Join us for A Tax Odyssey: What Financial Planners Should Be Telling Their Clients Right Now featuring Martin S. Finn, J...
09/30/2026

Join us for A Tax Odyssey: What Financial Planners Should Be Telling Their Clients Right Now featuring Martin S. Finn, JD, LL.M., CPA (RLGC Law Group, PLLC).
Gain key insights to keep your clients ahead of the curve this season.
🗓 Date: Thursday, October 22, 2026
⏰ Time: 7:30 AM – 9:15 AM
📍 Location: Wolferts Roost Country Club
🎟 Reserve your spot today at www.fpa-neny.org (Link in bio)

09/25/2026

Recap of our NexGen FPA meet-up at Tree House Brewing Saratoga! 🍻

NexGen FPA meeting at Tree House Brewing in Saratoga for a relaxed evening of networking. Huge thanks to our sponsor Fir...
09/25/2026

NexGen FPA meeting at Tree House Brewing in Saratoga for a relaxed evening of networking. Huge thanks to our sponsor First Trust with their teammates Bradley Smelstor and Harley Sacks hosting us!

Join us for the FPA NENY NexGen September Happy Hour at Tree House Brewing Company in Saratoga Springs! Whether you’re l...
09/17/2026

Join us for the FPA NENY NexGen September Happy Hour at Tree House Brewing Company in Saratoga Springs! Whether you’re looking to catch up with familiar faces or expand your local network, this is the perfect relaxed evening to drop in.

🗓 Date: Thursday, September 24, 2026
⏰ Time: 3:00 PM – 6:00 PM
📍 Location: Tree House Brewing Co. (Saratoga Springs, NY)
🎟 Admission: Free (Registration Required)

🔗 Reserve your spot today: email ⁠[email protected]⁠ to RSVP!

Huge thanks to our sponsor, First Trust, for making this event possible. See you there! 🙌

NetworkingEvent

Join FPA Northeastern New York for our highly anticipated LIVE & IN PERSON CFP® Ethics Course! ⛳️🗓 Thursday, September 1...
09/04/2026

Join FPA Northeastern New York for our highly anticipated LIVE & IN PERSON CFP® Ethics Course! ⛳️

🗓 Thursday, September 17, 2026
⏰ 7:30 - 9:40 a.m.
📍 Wolferts Roost Country Club

Don’t miss this chance to learn, network, and enjoy a beautiful morning at “The Roost.”
Ready to secure your spot?
👉 Visit the link in our bio for tickets and more info.

Next Gen is at it again, catching up over coffee at Uncommon Grounds in Clifton Park. Thanks to Brad with First Trust fo...
08/15/2026

Next Gen is at it again, catching up over coffee at Uncommon Grounds in Clifton Park.

Thanks to Brad with First Trust for sponsoring as well as leaders Christina and Joe for organizing!

The 2026/2027 FPA NENY Program Schedule is officially live, and tickets are officially ON SALE NOW!☕️ FIRST UP: NexGen C...
07/31/2026

The 2026/2027 FPA NENY Program Schedule is officially live, and tickets are officially ON SALE NOW!
☕️ FIRST UP: NexGen Casual Coffee
📅 When: Friday, August 14 | 8:00 AM – 9:00 AM
📍 Where: Uncommon Grounds (Clifton Park)
📚 2026–2027 Speaker Lineup Highlights:
⚖️ Sept 17: CFP Ethics with Dan Candura (Live 2-hour required course!)
🧾 Oct 22: A Tax Odyssey: What Financial Planners Should Be Telling Their Clients Right Now with Martin S. Finn, JD, LL.M., CPA/PFS
🤖 Nov 19: Top Thematic Positioning Ideas | AI’s Ripple Effects with Ryan Issakainen, CFA (First Trust)
🛡️ Dec 17: Changing the Guard with Collette Fidrych (Invesco)
📈 Jan 21: 2027 Capital Market Outlook with Kevin Mullen, CFA, CIMA (MFS)
🏛️ Feb 25: Estate Planning Update with Lou Pierro, Esq.
🎓 May 12: 26th Annual Symposium at Hilton Garden Inn, Troy
🎟 TICKET & SEASON PASS INFO
Individual tickets are available for members ($40) and non-members ($65). (Note: Sept. Ethics is $50M / $75NM).
💰 WANT TO SAVE 25%? FPA Members can purchase a Season Pass or Combo Pass (includes monthly meetings + Symposium ticket) to get the best value, guarantee a seat at every event, and show ultimate support for our local Chapter!
👉 Click the link in our bio to register for the Coffee Social and lock in your Season Pass today!

📢Heads up, NY-based Financial Advisors!Ready to start your day with good coffee and even better connections? FPA NENY Ne...
07/25/2026

📢Heads up, NY-based Financial Advisors!

Ready to start your day with good coffee and even better connections? FPA NENY NexGen is hosting a Casual Coffee Social, and we’d love for you to join us!

📅 Friday, August 14th, 2026
⏰ 8:00 AM – 9:00 AM
📍 Uncommon Grounds (9 Clifton Country Rd, Clifton Park, NY)

Why join us?
🤝 Connect with local NexGen members & financial planning professionals
🌐 Expand your network in a casual, comfortable setting
💡 Swap industry insights and experiences… all over a great cup of coffee!

🎟️ Free to attend, but registration is required! (Link in comments)

Special thanks to First Trust for sponsoring this event!

We can’t wait to see you there! ☕️

Our next gen members met for coffee and networking at Mocha Lisa’s in Clifton Park, talking shop and building camaraderi...
07/02/2026

Our next gen members met for coffee and networking at Mocha Lisa’s in Clifton Park, talking shop and building camaraderie. Thanks to First Trust for support!

Address

P. O. Box 11565
Loudonville, NY
12211

Telephone

(518) 458-7774

Website

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