Wednesday, November 6, 2019 from 7:45 AM to 9:00 AM EST
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Midvale Country Club 
2387 Baird Road
Penfield, NY 14526

Driving Directions 


Diana Barlow 
FPA of Greater Rochester NY 

 Please join us on Wednesday, November 6th 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 now includes 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.

Year End Strategies - your clients could be doing more

presented by Ed Rodbro, American Heart Association 

In the course of working with clients, financial professionals find their clients many times have interest in supporting charity and charitable gifts but do not always recognize what gift planning strategy matches up with the clients’ needs and situation.  This course will help the financial professional recognize charitable giving solutions and strategies by reviewing some of the benefits and true costs of gifts of appreciated assets including gifts of insurance, gifts of stock, and gifts of real estate.  The course will review many of the tax benefits associated with charitable giving and will provide detailed explanation of certain forms of life-income gifts including charitable trusts and charitable gift annuities.  In addition, the course provides a review of several of the common strategies used by advisors at end-of-the-year planning season including Qualified Charitable Distributions from retirement accounts, and donor advised funds. 

Thank you to our program sponsor

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

Register Now! Registration closes on November 4, 2019.  Click above to sign up today!