Menu

Calendar of Events

FPA OF GREATER ROCHESTER NEW YORK – email admin@nyfpa.org for more info about any program

  • September 4, 2019       Tax law changes for 2020; How to glean more info out of a tax return
  • 2 CE credit hours
  • Location: Midvale Country Club, Penfield NY
  • October 2, 2019           Ch-Ch-Changes – Not your father’s investment industry
  • 1 CE credit hour              Click here for Registration
  • Location: Midvale CC
  • November 6, 2019        Year End Strategies – your clients could be doing more
  • 1 CE credit hour               click here to register
  • Location: Midvale CC
  • December 4, 2019         Behavioral Finance/Current Economic Update
  • 2 CE credit hours
  • Location: TBA
  • January 8, 2020            The Forgotten Insurances/Where are your clients exposed?
  • 1 CE credit hour
  • Location: TBA
  • February 5, 2020          Understanding the elder care spectrum and its admission process
  • 2 CE credit hours
  • Location: TBA
  • March 4, 2020               Audit triggers and best practices; what the SEC can teach us
  • 1 CE credit hour
  • Location: TBA
  • April 1, 2020                  Trust Management & Debriefing
  • 2 CE credit hours
  • Location: TBA
  • June 3, 2020                  Don’t let a disability derail your clients’ plans
  • 1 CE credit hour
  • Location: TBA
  • June 17, 2020                Annual Symposium
  • Location: Locust Hill Country Club