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2015 FPA Annual Advocacy Survey Results Are In
ShareRespectfully submitted by FPA NENY Advocacy Chair James Lee, CFP® The Financial Planning Association released the results of a survey which sought membership opinions on issues related to the...
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Employment Opportunity – Arista Investment Advisors Ltd.
ShareTo apply for this position please submit information to Kim Mullin at kim@aristaadv.com Client Service and Planning Associate Job Description We are a fee-only, independent financial planning...
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2016 FPA All-Member Virtual Media Training
ShareDear Chapter Members, Ben Lewis, our National Association’s PR Director has announced the dates for the all-member virtual media trainings are set for 2016 and registration is now open. These...
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February Meeting Handouts
ShareBelow you will find the presentation for our Thursday, November 19th at 8:00am meeting. Handout FPA NENY 2.11.16 The post February Meeting Handouts appeared first on Financial Planning...
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April Meeting Handouts
ShareBelow you will find the presentation for our Thursday, April 14th at 8:00am meeting. This meeting will have two sessions. Basis Step Up $5 million Estate IRA 2 Trust FPA NY April 2016 The post...
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SYMPOSIUM 2016 HANDOUTS
ShareBelow you will find the handouts for each session. SPECIAL NEEDS PRIMER – 2016 FPA Symposium May 2016 LEE WEBMAN WILKES FINKE VANDY KEIB AMBAL Annual 2014 Dalbar Study Mona Lisa Chart Review of...
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Summer Internship Candidate – Resume Attached
ShareWe have an individual, Nolan Kelly, who is interested in a financial planning summer internship and has reached out to us. His resume is below. Please contact Nolan directly with any inquiries....
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Employment Opportunity – Curran Investment Management
ShareFinancial Service Representative Independent Investment Advisor located in Albany, NY is seeking a motivated individual experienced in servicing financial service customers to provide the highest...
View ArticleEmpire Asset Management Group Job Posting
ShareFinancial Operations Specialist Empire Asset Management Group of Albany, NY is an established investment advisory firm dedicated to helping individuals, families, business owners and small...
View ArticleFPA All-Member Media Training Schedule
ShareHello Members! I am pleased to tell you that we have solidified our schedule for All-Member Virtual Media Trainings in 2017! These are opportunities for all members, regardless of their location,...
View ArticleFPA 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...
View ArticleNextGen Happy Hour!
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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