Chair:   Marie DeCaprio, CFP^® - (914) 432-5058

Vision:
To provide to members high quality, educational opportunities that are relevant, interesting, timely and that provide continuing education credits approved by the CFP Board of Standards

Goals and Activities:

• Choose dates for meetings
• Choose topics that are interesting and timely
• Seeks speakers that are experts on the subject, as well as excellent presenters
• Contact speakers: secure course outline for submission to CFP Board and speaker bios for use in publicizing event
• Confirm with speaker: secure meeting times, give directions to speaker and secure lodging if applicable
• Solicit feedback from meeting attendees on quality of program and relevance of topic via use of evaluation form
• Solicit feedback from members on topics they would like to hear
• Provide informative and educational programs to professionals in the community, including attorneys who concentrate in estate planning, elder law and tax planning.

FPA of the Greater Hudson Valley holds several membership meetings each year that emphasize the significant role of financial planning in the estate, tax and elder law planning processes.  We also welcome speakers willing to address our membership on legal topics associated with the financial planning process.