RSVP here by 10/11.
"FPA Beyond CNY!"
Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. Learn more about the long-term strategic vision of the FPA and how the organization can help you achieve professional fulfillment through practice support, learning, advocacy, and networking.
Speaker: James Lee, CFP CRPC AIF
James Lee, currently serves as the volunteer Past President of the Board of Directors for the Financial Planning Association. He is president of Lee Investment Management in Saratoga Spring, NY and believes strongly in the value of financial planning and strives to move the professions forward through volunteer efforts with FPA. Lee has been a member of FPA for over 20 years and served on the Board of Directors of the FPA Northeastern NY for 7 years. He is a founding member of the FPA Council of New York, and past Chair of FPA's Legislative and Regulatory Issues Committee (LRIC). In addition to his work with FPA, Lee has serves on the Board of Directors of The Prevention Council, Saratoga Arts and the Saratoga Youth Lacrosse Association. He also served as a member of the Town of Greenfield's Planning Board and Board of Assessment Review. Lee currently serves as the Administrator of Greenfield's Economic Development Revolving Loan Fund.
There will be no CE available for this presentation.
Sponsor: Dave Keib, CapitalGroup
Please register no later than Friday, October 11th for this program. Sponsors are charged for all those that RSVP, so please attend if registered.
Our 2024 Platinum sponsors are MFS Investment Management (Phil Martin) and The Capital Group.
Upcoming events:
November 20th
December 5th: Ethics!
December 18th