Maria Natarelli, CFP®, CRPC®, BFA™, Pro Bono Director, Financial Planning Association of NENY, will be presenting a program on financial literacy at the Bethlehem Town Hall Auditorium next Friday 9/16 @ 2pm. Thank you for your continued dedication to our community!

A big thank you to our Pro Bono chair Maria Natarelli who continues to give back to our community!

Please join us next Wednesday @ 8:30 for a joint virtual event with the EPC. Jeffrey Levine, CPO of Strategic Wealth will be discussing 10 CRITICAL IRA ERRORS ADVISORS MUST AVOID. See you there!

The FPA of NENY wanted to recognize all the generous work in the classroom our members from Inspire Confidence Group did along with Junior Achievement teaching entrepreneurship in 5 elementary classrooms around the capital region. Special thanks to Saša Mirković and Maria Natarelli !

Please join us for our virtual event next Thursday the 15th as Adam S. Minsky will be our guest discussing Student Loan Management During Unprecedented Times. This will be very valuable with the recent legislative and policy changes that may be on the horizon.

A huge thank you to tomorrows sponsors, Paul Giovanniello of Calamos Wealth Management and Saša Mirković of Inspire Confidence Group! Thank you for your ongoing support, we appreciate you.

Sending a huge congratulations to FPA NENY’s very own Maria Natarelli & Saša Mirković and the entire Inspire Confidence Group for being named to Forbes Best in State list for wealth management in 2023!

Please join me in welcoming Marisa Rothstein CFP, JD, AEP of Siena Private Wealth to our board of directors serving as our Partner’s Chair. We thank you for your service and your commitment to our chapter’s future success.

One week from today we will be hosting Matt Hougan, CIO of Bitwise Asset Mgt at our monthly in person meeting! He will be presenting a course specifically created for advisors to better engage their clients on crypto and blockchain technology.

Just one week away from our monthly meeting at the Roost where our guest Tara Anne Pleat, Esq will be discussing current trends in LTC and Special Needs Planning. Hear how the Secure Act 2.0 will affect how planners address retirement accounts during the estate planning process.

And a very special thank you to our meeting sponsors, Neev Crane of Invesco US Bob Vandy of Advisors Insurance Brokers and Mary Beth Hofmeister, CFP of Sage Financial Assiciates! Grateful for your support!

A special thank you to our advocacy chair Howard Kibrick and our friend and current FPA National President James Lee, CFP®, CRPC™, AIF® James Lee for their dedication and efforts! They spent time on March 21st - statewide advocacy day with Assembly member Kelles and the offices of Assembly

Member’s Hunter and Fahy.

Who’s in for Symposium 2023???? We can’t wait to see you there at the Hilton Garden Inn Troy next Thursday the 18th @ 8:30! We have an amazing lineup!

The FPA NENY is marking another successful year of service by celebrating with our members and guests. Please join us on Thursday, June 29 from 4:30 - 7:30pm at The Mill on Round Lake for food and drinks (on us!). Can’t wait to see you there!

This Thursday the always engaging and insightful Martin Finn will be our guest at the Roost, providing us with Estate & Income tax planning updates that can be used with our corporate and individual clients. A grateful thank you to this months sponsors, Dean Skarlis and AJ Long.

Please join us this Tuesday in welcoming Doug Orton, VP of Business Development at MFS who will be discussing Secure Act 1.0 and 2.0 and it’s implications on our clients. Special thanks to our sponsors Phil Martin MFS and AJ long Specific Solutions!!!! Thank you

This Thursday at the Roost we are hosting very special guest Holly Swan JD of the Eaton Vance Institute. She will discuss helping us navigate after tax conversations with our clients. See you there!