Past Meetings

    What's New in Tax: Impacts on the Financial Services Industry

    December 05, 2017
    11:30 AM - 1:00 PM

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

    Thomas F. Commito, J.D., L.L.M., CLU, ChFC, will be providing our Chapter with an update of new tax regulations and what to watch for in 2018.

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    Hugh Johnson's Economic Update

    November 08, 2017
    11:30 AM - 1:00 PM

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

    Hugh Johnson will present our Chapter with an economic update, his outlook for the remainder of the current and the next year, a barometer of our economic health.

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    FSP Professionals Day

    October 04, 2017
    11:30 AM - 4:30 PM

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

    Planning to Give: Charitable Planning Tips and Tools

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    Social Hour - Members as Mentors

    September 13, 2017
    5:00 PM - 7:00 PM

    The Warehouse Grill & BBQ
    219 Wolf Road
    Albany, NY 12205
    Venue website

    Come have a drink with the Society of Financial Service Professionals Northeastern New York Chapter and learn more about Mentor and Mentee opportunities within our Chapter!

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    Breakfast with FSP at Saratoga National Museum of Racing

    August 16, 2017
    8:00 AM - 10:00 AM

    National Horse Racing Museum & Hall of Fame
    191 Union Ave.
    Saratoga Springs, NY 12866
    Venue website

    Come have breakfast in the Saratoga with FSP members at the National Museum of Racing and Hall of Fame.

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    Outsourcing to Help Grow Your Business

    June 14, 2017
    11:30 AM - 1:00 PM

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

    Learn how outsourcing key roles can increase efficiency and benefit your company

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    Social Security and Medicare Strategies for Middle Income Clients: Plan Today to Secure Tomorrow

    May 17, 2017
    1:00 AM - 3:15 AM

    New York Long Term Care Brokers
    11 Executive Park Dr.
    Clifton Park, NY 12065
    Venue website

    This multidisciplinary program will provide practical information advisors can use immediately in their practices.

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    Special Needs Planning for Children

    May 10, 2017
    11:30 AM - 1:00 PM

    Delmonico's Clifton Park
    3 Northside Dr.
    Clifton Park, NY 12065

    Join Tara Anne Pleat,Esq. as we discuss the Special Needs Planning for Children

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    Changing Client Solutions in a Changing LTC World

    April 12, 2017
    11:30 AM - 1:00 PM

    Italian American Community Center
    257 Washington Ave. Ext.
    Albany, NY 12205

    Join us as we discuss the changing world of LTC Planning

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    Social Event - Tech Businesses Serving the Financial Professional

    March 07, 2017
    5:30 PM - 7:30 PM

    Nine Pin Ciderworks
    929 Broadway
    Albany, NY 12207
    Venue website

    Enjoy Great Local Speakers & Cider!

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    New Year/Holiday Social and Siena Basketball Game

    January 17, 2017
    5:00 PM - 9:00 PM

    Public House 42
    42 Eagle St
    Albany, NY 12207
    Venue website

    Join us for Appetizers and Cash Bar and a Siena Basketball Game for Siena v. Rider

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