Chapter Meetings & Events



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

UPCOMING EVENTS

 Chapter Networking Event 

Thursday, August 16, 2018   5PM -7PM

Blackstones Steakhouse

10 Pinelawn Rd,
Melville, NY 11747

Please RSVP: Register Now!


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

Topic: Medicare – Open Enrollment Update

Location:     Radisson Hotel
                        110 Vanderbilt Motor Parkway, Hauppauge, NY 11788

Sponsored by United Healthcare!


Thursday, OCTOBER 18th, 2018 

19th ANNUAL SYMPOSIUM & EXHIBITION    Earn up to 8 credits!

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

8:00 AM – 6:00 PM   Register Now!


Wednesday, November 14, 2018  5:30 PM – 8:30 PM
Chapter Program Meeting

Topic: Ethics  

Location: TBD


PAST EVENTS


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


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   8:30 AM – 11:30 AM
Chapter Program Meeting   

Earn 2 CE Credits for CFP’s & CPA’s

 Tax Planning After the TCJA –  The tax changes brought about by the enactment of the Tax Cuts and Jobs Act in December 2017 have many people questioning what to do.   This course will review the changes from the TCJA and discuss the planning opportunities that exist under the new law.

Presented by:  Neil D. Katz, Esq. 
                          Managing Partner of Katz, Smith & Chwat, P.C. 

 Neil is a primary lecturer and contributor to the development of the Katz Tax Seminars, LLC; a well- recognized, widely attended continuing education program registered with the National Association of State Boards of Accountancy as a sponsor of continuing education on the National Registry of CPE Sponsors.

 Get more information

Register Now!

Registration Fee: $35 for FPA Members, $70 non-members

Hamlet Golf & Country Club
One Clubhouse Drive, Commack, NY 11725

Sponsored by Jackson National!