Financial Planning Association Of Greater Hudson Valley

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 133527414 ✦ Pleasantville, NY ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Of Greater Hudson Valley?

The Financial Planning Association of Greater Hudson Valley is a nonprofit organization, home to around 200 members, situated in the Hudson Valley region. Its primary mission is to foster educational growth among financial planners, both established and aspiring, through regular meetings and forums. These events serve as platforms for learning various aspects of financial planning. The association also maintains a website and publishes a newsletter, both of which are accessible to members and the public. These resources draw upon the expertise of financial planners and other relevant sources. The association's activities include organizing eight to ten monthly meetings, each featuring insightful topics that members can incorporate into their financial advisory services.


Official website here: www.fpaghv.org

Is Financial Planning Association Of Greater Hudson Valley legitimate?

Financial Planning Association Of Greater Hudson Valley is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Greater Hudson Valley submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.fpaghv.org

What is the mission statement of Financial Planning Association Of Greater Hudson Valley?

The Financial Planning Association of Greater Hudson Valley's mission is to offer an educational platform for both established and aspiring financial planners. This is achieved through regular meetings and forums, where they can delve into various aspects of financial planning. The organization also communicates its knowledge and insights to the public through a website and a newsletter, utilizing the expertise of its members and other relevant sources. With around 200 members, the association hosts approximately eight to ten meetings annually, each focusing on informative topics that financial advisors can utilize in their services.


Official website here: www.fpaghv.org

Who is the CEO of Financial Planning Association Of Greater Hudson Valley?

Bill Brancac is the President of Financial Planning Association Of Greater Hudson Valley.


Official website here: www.fpaghv.org

What is the revenue of Financial Planning Association Of Greater Hudson Valley?

Financial Planning Association Of Greater Hudson Valley's revenue in 2022 was $19,853.


Official website here: www.fpaghv.org

Who are the executives of Financial Planning Association Of Greater Hudson Valley and what are their salaries?


Here are 8 key members and their salaries:


Byrke Sestok (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thomas W Ausfahl (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Horowitz (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bill Brancaccio (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Laura Medigovich (Director Adv)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alfie Schloss (Dir. Pro Bon)
  • Compensation: $0
  • Related: $0
  • Other: $0
Neil Lubarsky Esq (Allied Profe)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Lasco (Dir Nexgen)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpaghv.org

Where can I find the form 990EZ for Financial Planning Association Of Greater Hudson Valley?

Financial Planning Association Of Greater Hudson Valley's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.fpaghv.org

Learn more at the official website: www.fpaghv.org

Mission Statement of Financial Planning Association Of Greater Hudson Valley

The Financial Planning Association of Greater Hudson Valley serves as a educational platform for both established and aspiring financial planners. Through regular meetings and forums, it offers a comprehensive learning environment, allowing members to delve into various aspects of financial planning. This organization also extends its knowledge base to the public, making its resources accessible via its website and newsletter. With an approximate membership of 200 individuals, the Financial Planning Association of Greater Hudson Valley hosts eight to ten educational events annually, covering a wide array of relevant financial planning topics. These gatherings serve as valuable tools for members, aiding them in offering comprehensive financial services to their clients.

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Impact




October, 2024

The Financial Planning Association of Greater Hudson Valley significantly enhances the financial planning landscape by fostering continuous education and professional development among current and aspiring financial planners. Through regular meetings and forums, it offers a structured platform for members to explore various facets of financial planning, ensuring they stay updated with industry trends and best practices.

The organization plays a pivotal role in building a knowledgeable community by facilitating discussions on relevant topics. With a member base of around 200, it creates an environment where financial professionals can share insights, tools, and resources that enrich their practice. The accessibility of information through its website and newsletters further empowers both members and the public to make informed financial decisions.

By maintaining a consistent schedule of eight to ten informative meetings each year, the association not only serves its members but also contributes to the broader community. This commitment to education and resources promotes a culture of thoughtful financial planning, ultimately leading to improved financial literacy and stability within the Greater Hudson Valley region.




This information is meant to be a general summary of Financial Planning Association Of Greater Hudson Valley. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$19,853 (2022)
Expenses
$21,708 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $3
  • Program Service Revenue: $5,277
  • Gross Receipts: $19,853

Assets and Liabilities:

  • Total Assets: $25,681
  • Total Liabilities: $0
  • Net Assets: $25,681

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Organization Details

Principal Officer

Bill Brancac

Main Address

A HOROWITZ 427 BEDFORD ROAD STE330, PLEASANTVILLE, NY, 10570

NTEE Category

Code: S41 - Community improvement

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