Past Meetings

    Social Hour: Program Year Kickoff

    September 12, 2018
    5:30 PM - 7:00 PM

    Beer Bones
    594 New Loudon Rd.
    Latham, NY 12110
    Venue website

    Join us to kick of the Program's year at the new Beer Bones Taproom in Latham

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    Program's Year-End Social Hour

    June 19, 2018
    5:30 PM - 7:30 PM

    Lost & Found Bar & Kitchen
    929 Broadway
    Albany, NY 12207
    Venue website

    Come have a drink with the Society of Financial Service Professionals Northeastern New York Chapter and end the Program’s year with some fun!

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    Business Entity Selection: What You Need To Know

    May 09, 2018
    11:30 AM - 1:00 PM

    Shaker Ridge Country Club
    802 Albany Shaker Rd.
    Albany, NY 12211
    Venue website

    Jim Aussem, JD, AEP FSP National President Elect and Past President of the FSP’s Cleveland Chapter, will be presenting to our Chapter on business entity selection after the 2017 Tax Bill.

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    The Impact of Robo-Advisors and the Modern Financial Services Office

    April 18, 2018
    11:30 AM - 1:00 PM

    Shaker Ridge Country Club
    802 Albany Shaker Rd.
    Albany, NY 12211
    Venue website

    Join Justin Smith CFA, CFP® to learn about new trends in technology in financial services industry.

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    FSP Focus on Healthcare: Health Delivery and Disruption in the Marketplace

    March 14, 2018
    11:30 AM - 1:00 PM

    Shaker Ridge Country Club
    802 Albany Shaker Rd.
    Albany, NY 12211
    Venue website

    Join us to learn from local healthcare experts on the state of healthcare in America, with a focus on recent developments in the delivery of health services on a local level.

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    Winter Social - Connecting With Our Community

    February 07, 2018
    5:30 PM - 7:30 PM

    Lost & Found Bar & Kitchen
    929 Broadway
    Albany, NY 12207
    Venue website

    Come have a drink with the Society of Financial Service Professionals Northeastern New York Chapter and learn more about a great local organization at a great new establishment!

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    Winter Social - Connecting With Our Community

    January 10, 2018
    5:30 PM - 7:30 PM

    Lost & Found Bar & Kitchen
    942 Broadway Albany, New York
    Albany, NY 12207
    Venue website

    Come have a drink with the Society of Financial Service Professionals Northeastern New York Chapter and learn more about a great local organization at a great new establishment!

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