Chapter Meetings & Events



 Please Note:    Dates, topics and speakers are subject to change due to availability of speakers.

UPCOMING SPRING EVENTS

 


Wednesday, May 23, 2018   9:00 AM – 12:30 PM
Chapter Program Meeting   

Earn 15 NYS Insurance 6 CFP CE Credits!

 LIFE & HEALTH INSURANCE ESSENTIALS

CE Provider: Anthony J. Colletti, II CFP, LUTCF, ACGI Consulting Services 

Get more information

Register Now!  Registration Deadline: Friday, May 18th 

Registration Fees: FPA Member: $135.00  Non Member: $200.00

9:AM – 9:30 AM – Registration, Networking, Continental Breakfast

 9:30 AM-12:30 PM – Review Session and Exam 

Location: Greenway Plaza
145 Pinelawn Road
Lower Level
Melville, NY 11747

Meeting Sponsored by Jackson


Wednesday, May  30, 2018  5:30 PM – 8:30 PM  
Fee Advisor’s Meeting

Del Frisco’s Grille
160 Walt Whitman Road
Suite 1108B
Huntington Station, NY 11746 

Registration fee $33.oo per person

Meeting sponsored by Nationwide


Wednesday, June 13, 2018
Chapter Program Meeting

Topic: Tax Update  

Location: TBD


Wednesday, September 26, 2018  5:30 PM – 8:30 PM
Chapter Program Meeting

Topic: 

Location: TBD


Thursday, OCTOBER 18th, 2018 –

19th ANNUAL SYMPOSIUM & EXHIBITION

Location:  Crest Hollow Country Club, 8325 Jericho Turnpike, Woodbury, NY 11797 


Wednesday, November 14, 2018
Chapter Program Meeting

Topic: Ethics  

Location: TBD


PAST EVENTS

 

Tuesday, January 9, 2018, 8:00 AM – 1:00 PM
Chapter Program Meeting 

Earn 4 CE Credits!

THE ESSENTIAL 1040 WORKSHOP – Presentation by Kathryn Keane, EA – NATP  

Molloy College / Suffolk Center
7180 Grumman Lane
Republic Airport
Farmingdale, NY 11735

This Meeting was sponsored by Intercontinental Capital Group.


Tuesday, January 16, 2018, 5:00PM – 7:00PM
NexGen  Study Group  

The FPA of LI NexGen is launching a Study Group that will be meeting throughout the year. Come join us for the kickoff!  There will be discussions on the following topics, “Career Aspirations” and “How to Prospect and Get New Clients”. This is a great opportunity to network and learn from your peers. Pizza will be served!

Forest Hills Financial Group
200 Broadhollow Road
Suite 405
Melville, NY 11747

Link to Facebook event… https://www.facebook.com/events/163701197576563/


Wednesday, January 17, 2018, 8:30 AM -11:00 AM
Board of Director’s Strategic Planning Meeting

Melville Marriott
1350 Walt Whitman Rd
Melville, NY 11747


Wednesday, January 24, 2018,  5:30 PM – 8:30PM
Fee Advisor’s Meeting

Del Frisco’s Grille
160 Walt Whitman Road
Suite 1108B
Huntington Station, NY 11746 

This meeting was Sponsored by Empower Retirement


 

Tuesday, February 6, 2018,  8:30 AM – 10:00 AM
Microsoft Workshop – Cyber Security

The importance of cyber security for business is increasing with the rise of modern and targeted threats. Understanding cybersecurity can help small and medium businesses stay safe in today’s growing and changing security threat landscape. In this event you will gain deeper insight into the cybercrime marketplace and learn about cybercriminal categories and crime ware kits. You’ll also gain valuable insight about your business’s cybersecurity needs through an interactive risk assessment and learn five ways to defend your business from cybercrime.

Do not miss this complimentary workshop.

Microsoft Store – in the Walt Whitman Mall
160 Walt Whitman Road
Huntington Station, NY 11746

 


Monday, April 23, 2018   5:30 PM – 7:30 PM
NexGen  Study Group  

The FPA of LI NexGen Study Group be meeting throughout the year.
This is a great opportunity to network and learn from your peers.

Register Now!

LOCATION:
Forest Hills Financial Group
200 Broadhollow Rd, Suite 405
Melville, NY 11747

There will be discussions on the following topics:, 

1. On-boarding a new client: Process, workflow, expectations set 
2. Where do you see yourself in 5 years and what are you doing to get there?

Link to Facebook event... https://www.facebook.com/events/163701197576563/


Wednesday, April 25, 2018,  8:30 AM – 11:30 AM Breakfast Meeting

Chapter Program Meeting Sponsored by American Advisor Group

Location: 58 South Service Road, Melville NY

Topic: Integrating Home Equity into Retirement Planning & Basics of Estate Planning

                                     Earn 2 CE Credits!

TOPIC IHome Equity Conversion Mortgage using housing wealth to fit into a client’s comprehensive retirement plan. Take an advanced look at the tools and strategies that financial professionals may wish to incorporate into their planning for clients in or approaching retirement age.

Presented by: Hank J. Sanders III, Vice President, AAG American Advisors Group

TOPIC II: Estate Planning Types of Trusts & Their Differences; a guide for Financial Planners.

Learn how to protect assets from taxes & long term care costs, as well as expediting an estate settlement.

Presented by: Attorney Kevin A. Drakeford,  Aibara Reed Law Group, LLC

Register Now!

 Your registration includes networking and a continental breakfast.

FPA LI Members: $25.00

Non- Members:     $50.00

 


Thursday, April 19, 2018,  5:00 PM – 7:00 PM  
Celebrate the End of Tax Season!!    Networking Event @ Insignia Restaurant, Smithtown 


Thursday, May 3, 2018  8:30 AM – 10:30 AM

Complimentary Microsoft Class

How to use LINKEDIN to  Grow Your Business, Fuel Your Business OR Build Your Business Pipeline

Microsoft Store – in the Walt Whitman Mall
160 Walt Whitman Road
Huntington Station, NY 11746