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Calendar of Events

FPA OF GREATER ROCHESTER NEW YORK

Calendar of Events for 2018-2019

  • September 12, 2018: Medicare 101
  • 2-hour course / 2 credits NYS & CFP®
  • Speaker: Jane Ahrens
  • Irondequoit Country Club

 

  • October 10, 2018: LinkedIn: How to Make it Rock
  • Speaker: Michelle Arbor of Savvy Social Media
  • Locust Hill Country Club

 

  • November 14, 2018: Succession Planning for Financial Advisors
  • 2-hour course / 2 credits NYS & CFP®
  • Speaker: Doug Gorman
  • Locust Hill Country Club

 

  • December 12, 2018: Social Security
  • 1-hour of networking
  • 1-hour course / 1 credits NYS & CFP®
  • Speaker: Jamie Block
  • Locust Hill Country Club (bar area)

 

  • January 9, 2019: Striking it Niche
  • 2-hour course / 2 credits NYS & CFP®
  • Speaker: Steve Wershing
  • Locust Hill Country Club

 

  • February 13, 2019: Tax Update
  • 2-hour course / 2 credits NYS & CFP®
  • Speaker: Jamie Block
  • Locust Hill Country Club

 

  • March 13, 2019: College Planning
  • 2-hour course / 2 credits NYS & CFP®
  • Speaker: ­­­­­­­TBA
  • Locust Hill Country Club

 

  • April 10, 2019: CFA Economic Update
  • 2-hour course / 2 credits NYS & CFP®
  • Speaker: TBA
  • Locust Hill Country Club

 

  • May 8, 2018: No meeting.

 

  • June 19, 2019: ANNUAL SYMPOSIUM
  • Location: Irondequoit Country Club

 

  • No meeting in July or August

 

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