FPA Pro Bono Opportunities!
ShareOur Chapter has partnered with the Schenectady YWCA VITA (scroll to the second listing, please.) to provide Pro Bono financial planning to their members! The Schenectady YWCA focuses on helping...
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Share Our Chapter’s inaugural NexGen event is off and running (thank you for your support!). If you are a planner age 36 or younger, please attend our FREE NexGen Happy Hour at Wolf’s 1-11 at 111...
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2017 Symposium Handouts
PROGRAM SCHEDULE* GENERAL SESSIONS (Click each title for the presentation slides) Preparing Your Practice for the Great Wealth Transfer: Matt Sommer, CFA, CFP®, CPWA®, Janus [LINK] Engaging Millennials...
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Administrative Manager Financial Planning Firm-Red Hook, NY
Job Summary We are a growing boutique financial planning firm based in Northern Dutchess County, NY and serving the Hudson Valley, NYC and Washington, DC areas. We are seeking a seasoned and confident...
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Message from incoming 2018 FPA of NENY President Michael Frontera CFP®,...
As dedicated financial planners, we guide our clients through their most substantial and complex financial matters. We bring our body of knowledge, ethics and experience to help bring our clients’...
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