When

Wednesday, October 2, 2019 from 7:45 AM to 9:00 AM EDT
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Where

Midvale Country Club 
2387 Baird Road
Penfield, NY 14526
 

 
Driving Directions 

Contact

Diana Barlow 
FPA of Greater Rochester NY 
585-410-1462 
admin@nyfpa.org 

 Please join us on Wednesday, October 2nd for a joint program between FPA & SFSP at Midvale Country Club.  Registration opens at 7:40am with a buffet breakfast.  Class begins promptly at 8am-9am.  This course will carry 1 CE credit.

Just an exciting reminder that FPA membership will now include our monthly programs.  You will still have to register but no fee will be charged.  Non members will pay $40.  And if a member invites a guest, the cost is $25 for their first program.

Ch-Ch-Changes-not your father's investment industy

presented by Kitty Bressington, CFP®, CDFA®  of Linden Financial Consultants 

The investment industry continues to reshape itself, reacting to and endeavouring to stay ahead of both legislative changes and the client market.  We'll cover some of the recent changes and some of potential issues advisors face.

 

 

This program is in the process of approval for 1 CE NYS credit and 1 CFP credit.

Register Now! Registration closes on September 30, 2019.  Click above to sign up today!