Chapter Meetings & Events



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

UPCOMING EVENTS

Chapter Program Meeting

Wednesday, March 27, 2019   5:30 PM – 8:30 PM

Four Points by Sheraton Plainview
333 South Service Road
Plainview, NY 11803

EARN 2 CE CREDITS!!    Register Now!

2 Presentations: Mediation vs. Litigation   

  • Understand the logistics of what a mediation is, and how litigation differs
  • How to title assets in the event of a potential divorce
  • Typical custody issues

Fundamentals of Trust and Estate Planning 

    • Wills and Trusts (revocable and irrevocable)
    • Use of Disclaimers
    • Gift and Estate Law update
    • Nuts and bolts of estate administration
  • Cost to attend: $45 for FPA LI Members/ $90 Non-Members – price includes Registration, dinner and networking.

Chapter Program Meeting

Wednesday, April 17, 2019   8:30 AM – 11:30 AM

Lower Level
145 Pinelawn Road
Suite 340 N
Melville, NY 11747

EARN 2 CE CREDITS!!

Compliance & RIA Platform

More information to follow


Chapter Program Meeting

Wednesday, May 15, 2019   5:30 PM – 8:30 PM

EARN 2 CE CREDITS!!

Succession Planning

More information to follow


Chapter Program Meeting

Wednesday, June 19, 2019   8:30 AM – 12:30 PM

EARN 15 Insurance Credits

More information to follow


Wednesday, May 22,  2019  5:30 PM – 8:30 PM
Fee Advisor’s Meeting
Location: Radisson Hotel
110 Vanderbilt Motor Parkway, Hauppauge, NY 11788

Cost to attend: $33.00, includes dinner and discussion


2019 Annual Scott Hirschbein Memorial Golf Outing

MONDAY, June 3, 2019 at the Wind Watch Golf & Country Club, Hauppauge, NY 11788

Shotgun Start at 7:30 AM contact FPALI@optonline.net for more information

  • Foursome – $740 – 4 golfers for 18 holes of golf, includes breakfast & Lunch
  • Breakfast sponsor – $500, signage at event during Breakfast, 10 Minute presentation at Lunch
  • Lunch Sponsor – $1000, signage during lunch, 15-minute Presentation at Lunch
  • Registration Sponsor – supply promotional cooler bags with your company logo to all attendees (150)
  • Tee Sign – $125 – company sign displayed on golf course.
  • Beverage Cart – TBD -signage prominently displayed on cart.

Advocacy Day 2019  – 6th Annual FPA Advocacy Day
When: June 5-6, 2019

Where: Liaison Washington Capitol Hill
415 New Jersey Ave, NW
Washington, DC 20001

All FPA members are invited!

Let us know if you know any state or federal law makers personally, our Advocacy Committee would be thrilled to meet them.

Contact FPA LI Advocacy Director, Joyce Streithorst for more information: joyce@frischfinancial.com


PAST EVENTS

Topic: THE ESSENTIAL 1040 WORKSHOP – Presentation by Kathryn Keane, EA – NATP  – Earn 4 Credits

This course will cover standard features of inflation-indexed updates as well as new head of household paid preparer due diligence, updated tax forms and schedules, the qualified business income (QBI) deduction and modifications to the net operating loss (NOL) rules. Finally, since 2018 was a big year for tax reform, you’ll learn all about the Tax Cuts and Jobs Act and its impact on preparing your clients’ 2018 returns.


Thursday, February 28, 2019   8:30 AM – 11:30 AM

Chapter Program Meeting

Earn 2 CE Credits for CFP’s & CPA’s

Smarter Social Security

A Broad overview of the Social Security program as it pertains to retirees and their beneficiaries while emphasizing spousal and survivor benefits.  These auxiliary benefits will be examined and attendees will learn how to optimize payouts using a simple strategy.

Presenter – Daniel Mazzola

AMERICAN PORTFOLIOS – 4250 Veterans Memorial Highway, Holbrook, NY 11741, Floor 4, Meeting Room 1

Via Satellite:  HILTON CAPITAL GROUP – 1010 Franklin Avenue, Suite #300 A, Garden City, NY 11530