Congratulations Jeff!
Financial Planning Association of WNY
金融服务
Amherst，NY 152 位关注者
The Western New York Chapter of the Financial Planning Association.
关于我们
The Financial Planning Association? (FPA?) is the largest membership organization for CFP? professionals in the US. Members of this association also include those who support the financial planning process. Our members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. The WNY chapter has been in existence since January 1, 2006 and is one of 93 chapters of the FPA?. Our chapter has 130 members managing over $9 billion for 13,000 clients. We generally meet the second Wednesday of the month for lunch at the Reikart House located at 5000 Main Street, Amherst, NY 14226. Our programs typically provide continuing education credits for CERTIFIED FINANCIAL PLANNER? professionals, accountants, attorneys and insurance agents.
- 网站
-
https://chapters.onefpa.org/wny/
Financial Planning Association of WNY的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 总部
- Amherst，NY
- 类型
- 非营利机构
- 创立
- 2006
地点
-
主要
获取路线
P.O Box 368
US，NY，Amherst，14226
动态
-
MARCH LUNCHEON: LIFE AND TAXES: A TAX-TIME CHECKUP SPEAKER: Michael Sosnowski, CFP, CLU, ChFC, RICP, CFS | Transamerica Many clients expect their financial professionals to utilize a holistic planning approach to help them build and protect wealth. Planning can include something as simple as a beneficiary review to identify potential mistakes or something more complex like a 1040 review to help clients understand their tax situation. With an uncertain tax future, this presentation is designed to provide some ideas and help identify potential opportunities to help improve a client’s overall financial well-being. Register Here: https://lnkd.in/eiEpa7VD
-