Financial Planning Association of Northeastern New York

Home
United States
Loudonville, NY
Financial Planning Association of Northeastern New York

Call Website Contact the business

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

10/30/2026

Thanks to everyone who came out to yesterday’s FPA NexGen Casual Coffee at Uncommon Grounds Coffee+ Bagel in Clifton Park! It was wonderful connecting with both new and familiar faces over coffee.
A big thank you to Allianz and First Trust for supporting this event! Keep an eye out for details on our next gathering, we can’t wait to see you there.

10/28/2026

Great insights to help clients plan with confidence!
Last Thursday our event at Wolferts Roost Country Club welcomed speaker Martin S. Finn for “A Tax Odyssey: What Financial Planners Should Be Telling Their Clients Right Now.”
Thank you to all of our members, volunteers and sponsors for making it happen!

10/15/2026

FPA NENY NexGen is heading to Uncommon Grounds in Clifton Park for our next Casual Coffee Social. Whether you’re a younger planner, newer to the profession, or just looking to connect with peers in a totally relaxed, zero-pressure setting, grab a cup and join us.

📅 Thursday, October 29, 2026
⏰ 8:00 – 9:00 a.m.
📍 Uncommon Grounds, Clifton Park

It’s completely free to attend—just drop in when you can!

🔗 RSVP to [email protected]. Special thanks to First Trust for supporting this event!

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! 🍻

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!

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

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.

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!

Address

P. O. Box 11565
Loudonville, NY
12211

Telephone

(518) 458-7774

Website

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

Alerts

Be the first to know and let us send you an email when Financial Planning Association of Northeastern New York posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.