Financial Planning Association of Northeastern New York

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

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

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!

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.

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!

🔐 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]

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!

Create A Platinum Practice: Every advisor has a different vision of their ideal practice.

What’s working today is important—but what will keep your practice thriving 10 or 20 years from now?

Join us for an upcoming meeting focused on helping advisors create an edge: how to intentionally build their ideal practice, grow with purpose, and serve clients at the highest level as the industry continues to evolve.
If you’re serious about long-term growth and sustainability, this is a conversation you won’t want to miss. Register today: https://fpa-neny.org/meetings-events/

🚨 Big News for Financial Planners 🚨

David Booth, Founder and Executive Chairman of Dimensional Fund Advisors is taking the stage at FPA SHIFT™ 2026.

In his session, Life, Invested™: Reshaping the Investment Conversation, Booth will share a powerful, human-centered approach to investing that helps advisors explain uncertainty, manage expectations, and build deeper client trust.

⏰ Early Bird pricing ends Monday, January 12
👉 Register now to save and secure your spot for this can’t-miss speaker: https://bit.ly/4sDWAom