FPA of Rochester

The leading organization for financial planners in the Greater Rochester area. Use #ROCFPA to share the impact!

[Stephen Wershing @swershing]

Rochester, NY FPA peeps -- join me as I speak about defining a client experience tailored to your target market. This Wednesday, Jan 9, 8am @ROCFPA #StrikingItNiche

[FPA of Rochester @ROCFPA]

First up, Doug Gorman of #CrisafulliGorman talking on the emotional logistics behind #succession planning 📝

[FPA of Rochester @ROCFPA]

Want to know more about the difference between succession planning for yourself, and succession planning for your clients? Stop by our @ROCFPA November program starting now!

[FamilyWealth&Legacy @TeamFWL]

Could US healthcare services be getting a revamp? The #CVS Health, Aetna merger could make healthcare more affordable and convenient for all of us. https://t.co/GihYErM8B8

[FPA of Rochester @ROCFPA]

This morning we listen to @michellearbore of Savvy #socialmedia talking about how to make your LinkedIn rock! 📝

[FPA of Rochester @ROCFPA]

Be sure to grab your #morningjoe , four parts to Medicare is sure to get tricky. ☕️

[FPA of Rochester @ROCFPA]

& we're off! The kick-off to our 2017-18 series begins with Jane Ahrens on the world of #Medicare 🤓

[MichaelKitces @MichaelKitces]

FPA Syracuse and Rochester, here I come! :) (@ Washington Dulles International Airport - @dulles_airport) https://t.co/MbLBQN5IJw

[FPA of Rochester @ROCFPA]

#philanthropy isn't just for the wealthy. https://t.co/h5LZDgIpzo

[FPA of Rochester @ROCFPA]

However #NYS Right of Election entitles Medicaid to 1/3 of healthy spouse's estate assets, regardless of what legal docs state. 😳📜👨🏼‍⚖️ https://t.co/9xsf2y9tDB

[FPA of Rochester @ROCFPA]

A #nursinghome stay is an important time to consider adjusting the healthy spouse's legal documents. #thursdaythoughts

[FPA of Rochester @ROCFPA]

A #nursinghome stay is an important time to consider adjusting the healthy spouse's legal documents. #thursdaythoughts

[FPA of Rochester @ROCFPA]

🎥✨ Now up #ERISA attorney Shelby George of @ManningNapier teaching about #IRA Rollovers & #Fiduciary concerns!

[FPA of Rochester @ROCFPA]

#BestPractices Tip 1: Give clients a snack at meetings. It will #naturally help them make big decisions more effectively. 🍪

[FPA of Rochester @ROCFPA]

Grab your #gummybears and #coffee ! Session ✌🏼 starts now: @MichaelKitces on behavioral #finance

[FPA of Rochester @ROCFPA]

@MichaelKitces , says #safewithdrawalrates can, and should be evaluated on an individual client basis. - the mind of a true #CFP ® https://t.co/4aSuQ0gZUo

[FPA of Rochester @ROCFPA]

Studies indicate that the saf(est) withdrawal rate is 4%, even in the worst market environment when it comes to #retirementplanning

[FPA of Rochester @ROCFPA]

Studies indicate that the saf(est) withdrawal rate is 4%, even in the worst market environment when it comes to #retirementplanning

[CFP Board @CFPBoard]

Curious about the benefits of having a Health Savings Account (HSA)? Barry Corkern, CFP® explains [VIDEO] @THV11 https://t.co/HfrSveO0ek

[FPA of Rochester @ROCFPA]

A simple, yet powerful tool to keep clients accountable. https://t.co/OwJxbwDVFz

[MichaelKitces @MichaelKitces]

"Timeline introduces new feature for 'Withdrawal Policy Statement'" https://t.co/LE5Lyj1ClF

[FPA of Rochester @ROCFPA]

Kitces mentions #retirement is a concept that first emerged in the 1950's.

[FPA of Rochester @ROCFPA]

And it begins! #ROCFPA symposium 2017 kicks off with guest speaker @MichaelKitces 🎥