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DTSTART:20170518T113000Z
DTEND:20170518T201500Z
LOCATION:Hilton Garden Inn - Troy
UID:1458620170518T113000ZEPC ENY Invite: FPA NENY 2017 Symposium
DTSTAMP:20260409T144243Z
DESCRIPTION:\nThe 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): \n \n \n \nThe BEST Symposium yet!! \n   \n  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!](https://www.theamericancollege.edu/)  Here's the line-up: \n  \n \n \nGENERAL SESSIONS\n Preparing Your Practice for the Great Wealth Transfer  \n      Matt Sommer, CFA, CFP®, CPWA®, Janus \nEngaging Millennials – Financial Planning’s Rubik’s Cube  \n      Eric Roberge, CFP® - Founder, Beyond Your Hammock \nBuilding Portfolios for the Next Phase of Bull Markets \n      Doug Sandler, Chief US Equity Officer, RiverFront \nThe Emergence of Retirement Income Planning (Panel Discussion): \n      Michael Finke, Ph.D., CFP®, Jamie Hopkins, ESQ., MBA, LLM, CLU®, ChFC®, RICP®, Wade D. Pfau, Ph.D.  \nReverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement: \n      Wade D. Pfau, Ph.D., CFA, The American College. \n  \nBREAKOUT SESSIONS\n Bond Investing \n     Bryan Favilla – Director of Fixed-Income Markets, American Funds \nThe Evolving Cyber Fraud Threats \n     William French, VP, Fidelity \nPreparing for Nonfinancial Retirement Risks \n     Robert Pokorski, M.D \nCollege Cost Reduction Strategies: 5 Proven Ways To Save Your  Clients Money  \n     Dean Skarlis, Ph.D., The College Advisor of New York \nRetirement Planning with Alternative LTC Products \n    Peter Skelton, CEO & Ryan Meyer, KAFL \nPrivate vs Community Foundations; Finding the right fit for your  client \n     Mindy Derosia, CFGCR & John H. Lavelle, CPA, LL.M.,  Lavelle & Finn, LLP \n  \n \nClick[ HERE](http://files.constantcontact.com/733850e0601/c16fbe83-463c-4f27-86f7-fc5d2792e9be.pdf) for Program Descriptions \nClick [HERE](http://files.constantcontact.com/733850e0601/42329726-de29-46ad-bd49-9f8a13257831.pdf) for Speaker Bios      \n \n \nCatch the Early-Bird PRICE:   \n \nMember tickets are just $175 and  Non-Member tickets are $200 \n \n[REGISTER HERE](http://www.fpa-neny.org/meetings-events/)\n \nTicket price includes materials for ALL sessions, Breakfast, Lunch, Snacks, AND Continuing Education credit! Oh--and the RAFFLE.  And the complimentary Happy Hour...\n \nMany THANKS to our [Partners and Sponsors](http://www.fpa-neny.org/partners-and-sponsors/)!\n \n 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.\n \n Questions?  Let me know!  Otherwise: thank you!!\n
SUMMARY:EPC ENY Invite: FPA NENY 2017 Symposium - Estate Planning Council of Eastern New York, Inc. 
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