- Membership in FPA of Long Island is about 430 financial professionals.
- The entire FPA membership totals over 23,000.
- 84% of members have ten plus years of professional experience
- 73% of members are CFP®s
- 10% of members are ChFCs
- 13% of members are CPAs
- 75% have a Bachelor’s degree or higher
- 42% are SEC registered; 24% are State registered
Partnership Opportunities –
The Annual Symposium & Exhibition – October 31, 2014. For the Annual Symposium there are three different levels you can choose from, our Platinum Level gives you the opportunity to present at the Preconference Tax Update Session, the Opening General Session or the Luncheon Session; the Gold Level gives you the opportunity to present at a Break Out Session and the Silver Level offers the exhibit hall experience; plus additonal opportunities to gain exposure (name tags, lanyards, tote bags, plus more). The FPA of Long Island Partnership Packages are available on a first-come, first-served basis and the 2014 speakers are planned between December 2013 and April 2014. Submit the completed 2014 Speaker/Session Information Form for review and acceptance by the Symposium Planning Committee for all Platinum and Gold Level Sponsor spots.
Chapter Program Meetings. There are opportunities to be a Main Sponsor which gives you a 15 minute Sponsor Spotlight Presentation; or a Booth Sponsor at one of our chapter meetings. Call the Chapter Office at (516) 542-2004 to find out about available meetings.
Annual Golf Outing – June 8, 2015: Many opportunities to be a part of this fun day of golf! They include the Breakfast Sponsor, Lunch Sponsor, Awards Sponsor, Putting Green Sponsor, Range Sponsor or Tee/Green Sponsor. Registration information will be posted soon.
Craig Ferrantino – Director of Symposium – (631) 393-2888
Larry Sangirardi - Director of Programs – (631) 923-0885
Tim Rossiter - Chairman of Golf Outing – (631) 549-7612
Janet Cino – Chapter Administrator – (516) 542-2004
Profitable Business Network
The financial professionals you will meet through the FPA of Long Island chapter can help you build long-term business relationships. FPA of Long Island has almost 440 financial professionals in the Long Island area representing a broad spectrum of specialties including financial planning, broker dealer services, insurance/annuities, mutual funds, banks/thrifts/trust law, investment management and accounting. Members are a highly targeted market for your product or service.
Qualified Business Leads
The chapter holds regular chapter meetings that provide attendees with continuing education credits.
Speaking to this group gives you a targeted audience that is open to hearing your message. Members who attend are there to learn new information and network before and after meetings. It’s an excellent time to collect business cards for follow-up marketing. Members are continually looking for information on new products and services to meet their clients’ needs.
Annual Symposium & Exhibition
2014 Symposium & Exhibition Date: Friday, October 31, 2014
The Symposium is a one day event held annually at the Crest Hollow Country Club in Woodbury, New York. Partnership and speaking opportunities are available, full details are available by clicking here or you can email or call Craig Ferrantino, our Chairperson of Symposium at (631) 393-2888.
THANK YOU to our 2014 Partners!