Wednesday, March 4, 2020 from 7:45 AM to 9:00 AM EST
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Irondequoit Country Club 
4045 East Avenue
Rochester, NY 14618

Driving Directions 


Diana Barlow 
FPA of Greater Rochester NY 

 Please join us on Wednesday, March 4h for a joint program between the Financial Planning Association and the Society of Financial Service Professionals at Irondequoit Country Club.  Registration opens at 7:45am with a buffet breakfast.  This will be a one hour course from 8:00am-9:00am carrying 1 CE credit for NYS & CFP licenses.

Concentrated Wealth at Work

presented by Mary Dixon - Regional Vice President
Columbia Threadneedle Investments

Key Employees, Senior Employees and Executives:  The wealth concentration of an individual in one of these categories can be significant. Employees may participate in defined benefit plans, defined contribution plans, deferred compensation plans and various ways of acquiring company stock. Whether a dynamic growing company or an established firm, high concentrations of wealth in one place is a financial risk factor. Establishing a financial plan that integrates various compensation and retirement programs is an essential need for these employees.

Thank you to our program sponsor, Columbia Threadneedle Investments