Trainings & Other Educational Opportunities
5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
p. (518) 373-7336
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Focus on Mid Hudson Valley & Upstate New York.
What Members Are Saying: "I wanted to let you know that our organization has signed up with the Hartford plan available through AXA as a member of NYCON. This was exactly what our organization was looking for – a plan that our staff could use, but would not be an expense to the organization. Not having to be concerned with Form 5500 and other obligations is what other small organizations are looking for." - Diana Bennett, Executive Director, Scotia-Glenville Children´s Museum
Please note: AXA is not an Endorsed Corporate Partner
Capital Financial Planning
NYCON Corporate Member
6 Tower Place
Albany, NY 12203
Arthur P. Forget, MBA, Vice President
Arthur joined the financial services industry over 6 years ago. Arthur holds a Masters of Business Administration from the College of St. Rose in Albany, NY. He has completed a Master’s Certificate in Financial Planning and is currently studying toward the Certified Financial Planner® certification.. Arthur is focused on assisting business owners and young professionals. He seeks to forge strategic partnerships with professionals in complementary industries so that clients might receive a high level of attentive service to their holistic needs. Arthur works with companies to establish 401(k) and other retirement plans for employee recruitment and retention. A community volunteer who enjoys making a difference for others, Arthur lives in Latham and enjoys golf.
"I am focused on attention, service and commitment to my clients. I am looking to establish long term relationships built on trust, integrity and customer service."
Please Note: Capital Financial Planning is not an Endorsed Corporate Partner
VALIC Financial Advisors, Inc.
Frank Booth, Vice President Retirement Plans Consultant
North Atlantic Region
135 Route 202/206, Suite 13
Bedminster, NJ 07921
VALIC provides among the most comprehensive services in the industry - services designed to improve plan administration for you and help your employees make wise decisions about money and retirement. We currently help over 25,000 employers with their retirement plans. For consistency of service throughout the state of New York, VALIC advisors are located upstate in Albany, west to Buffalo, and down state in New York City and Long Island.
What Nonprofits Are Saying: “The Central Park Conservancy has enjoyed a 15 year relationship within VALIC as the exclusive provider of retirement planning services for our employees. One of the driving success factors for us has been the high level of individualized face-to-face service the VALIC Financial Advisors provide to each of our employees on a monthly basis… As our plan has grown, we have performed due diligence, and explored other options available to us in the marketplace. After 15 years, we remain convinced that VALIC provides the right balance of investments and services to help guide our employees to a successful retirement.” - Stephen Spinelli CFO CentralPark Conservancy
Disclaimer: The New York Council of Nonprofits, Inc. (NYCON) disclaims all current and future liability for the use of any retirement product offered to the membership of NYCON eliminating said membership rights and recourse solely and exclusively to the retirement vendor that member specifically chose by board action or other. Should questions or concerns about your retirement product be forthcoming please direct all inquiries to respective retirement vendor; pursuing their respective complaint procedures and liability limitations contained in the retirement product that you purchased directly from them. NYCON makes no claim or guarantee of warrantee for any retirement product and instead cautions the member purchasing specific retirement product to perform their own respective due diligence analysis on said warrantees and their own respective rights and liabilities under their respective retirement product that they have purchased. For all intents and purposes, any retirement product purchased by a member of NYCON is purchased “as is.”
Main Office: 272 Broadway, Albany NY, 12204 | Regional Offices: NYC, Oneonta, Poughkeepsie, Rochester | p. (800) 515-5012 • f. (844) 802-2204 • e. email@example.com