Past Meetings

    What's New: Tom Commito's Annual Update

    December 12, 2018
    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 and insurance regulations to note in 2018 and what to watch for in 2019.

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    Hugh Johnson's Economic Forecast

    November 13, 2018
    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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    Lessons To Be Learned – Tax Reform

    October 10, 2018
    11:30 AM - 1:00 PM

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

    As we digest the many provisions of the Tax Cuts and Jobs Act, the IRS has started to issue proposed regulations that provide additional guidance. Many questions remain unanswered. This session will discuss highlights of the legislation and proposed reg

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    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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