EPC ENY Invite: FPA NENY 2017 Symposium

Date: Thursday, May 18, 2017
Time: 7:30am - 4:15pm
Location: Hilton Garden Inn - Troy
Speaker: various

The Financial Planning Association of Northeastern New York cordially invites the members of the Estate Planning Council of Eastern New York to attend (at MEMBER price):

The BEST Symposium yet!!
  Please join us for our the FPA NENY's 17th Annual Symposium on May 18 at the Hilton Garden Inn - Troy--at FPA Member price!  CFP & CPA Continuing Education credits have been granted for ALL sessions!   What a day we have planned for YOU!  Top shelf speakers and a PANEL discussion featuring speakers from The American College of Financial Services!  Here's the line-up:
Preparing Your Practice for the Great Wealth Transfer  
      Matt Sommer, CFA, CFP®, CPWA®, Janus
Engaging Millennials – Financial Planning’s Rubik’s Cube 
      Eric Roberge, CFP® - Founder, Beyond Your Hammock
Building Portfolios for the Next Phase of Bull Markets
      Doug Sandler, Chief US Equity Officer, RiverFront
The Emergence of Retirement Income Planning (Panel Discussion):
      Michael Finke, Ph.D., CFP®, Jamie Hopkins, ESQ., MBA, LLM, CLU®, ChFC®, RICP®, Wade D. Pfau, Ph.D. 
Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement:
      Wade D. Pfau, Ph.D., CFA, The American College.
Bond Investing
     Bryan Favilla – Director of Fixed-Income Markets, American Funds
The Evolving Cyber Fraud Threats
     William French, VP, Fidelity
Preparing for Nonfinancial Retirement Risks
     Robert Pokorski, M.D
College Cost Reduction Strategies: 5 Proven Ways To Save Your  Clients Money 
     Dean Skarlis, Ph.D., The College Advisor of New York
Retirement Planning with Alternative LTC Products
    Peter Skelton, CEO & Ryan Meyer, KAFL
Private vs Community Foundations; Finding the right fit for your  client
     Mindy Derosia, CFGCR & John H. Lavelle, CPA, LL.M.,  Lavelle & Finn, LLP
Click HERE for Program Descriptions
Click HERE for Speaker Bios

Catch the Early-Bird PRICE:   

Member tickets are just $175 and  Non-Member tickets are $200 


Ticket price includes materials for ALL sessions, Breakfast, Lunch, Snacks, AND Continuing Education credit! Oh--and the RAFFLE.  And the complimentary Happy Hour...

Many THANKS to our Partners and Sponsors!

 Registration/Breakfast at 7:30 A.M.. President and Introductions begin at 7:45 A.M.  When purchasing your ticket online, please indicate (in the comment box) which morning & afternoon breakout sessions you'll likely attend, please.

 Questions?  Let me know!  Otherwise: thank you!!

See Upcoming Event Calendar