Chapter Meetings



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


July 25th,6:00 PM-8:00 PM

Next Gen Meeting
Location:  Bryan Trugman’s Office


August 3rd, 8:30 AM-10:00 AM

Symposium Committee Meeting
Location:  Mark Badami’s office at Zipper Eisner Financial, 350 Motor Pkwy, Ste 404, Hauppauge, NY 11788


August 17th, 8:30 AM-10:00 AM

Symposium Committee Meeting
Location:  Mark Badami’s office at Zipper Eisner Financial, 350 Motor Pkwy, Ste 404, Hauppauge, NY 11788


September 7th, 8:30 AM-10:00 AM

Symposium Committee Meeting
Location:  Mark Badami’s office at Zipper Eisner Financial, 350 Motor Pkwy, Ste 404, Hauppauge, NY 11788


September 13, 2017, 6:00 – 9:00 PM
Fee Advisor Group Meeting
Location:  TBA


September 14, 2017, 8:30 AM – 10:00 AM
Board of Directors  Meeting
Location:  Mark Badami’s office at Zipper Eisner Financial, 350 Motor Pkwy, Ste 404, Hauppauge, NY 11788


September 15, 2017, 10:00 AM – 12:00 noon
Program Committee Meeting


September 19th,6:00 PM-8:00 PM

Next Gen Meeting
Location:  Bryan Trugman’s Office


September 20, 2017, 8:30 AM – 10:00 AM
Microsoft Class – Cyber Security!
Location:  Walt Whitman Mall, 160 Walt Whitman Road, Huntington Station, NY 11746


September 21st, 8:30 AM-10:00 AM

Symposium Committee Meeting
Location:  Mark Badami’s office at Zipper Eisner Financial, 350 Motor Pkwy, Ste 404, Hauppauge, NY 11788


September 27, 2017, 5:30 PM – 8:30 PM
Chapter Program Meeting:529 Plans and College Planning
Location:  Crest Hollow Country Club, 8325 Jericho Turnpike, Woodbury, NY 11797


FPA NATIONAL CONFERENCE – FPA Annual Conference 2017 BE Nashville 2017 –  October 2-4, 2017


TUESDAY, OCTOBER 10th, 2017 – 18th ANNUAL SYMPOSIUM & EXHIBITION

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

CLICK HERE for Attendee Registration Form

CLICK HERE for Sponsor Registration Form


September 28th, 8:30 AM-10:00 AM

Symposium Committee Meeting
Location:  Mark Badami’s office at Zipper Eisner Financial, 350 Motor Pkwy, Ste 404, Hauppauge, NY 11788


October 17, 2017, 5:00 PM – 7:00 PM
Central Long Island Social Event
Location:   Jewel Restaurant, 400 Broadhollow Rd., Melville, NY 11747


October 19, 2017, 8:30 AM – 10:00 AM
Board of Directors  Meeting
Location:  TBD


October 23, 2017, 5:00 – 7:00 PM
Eastern Suffolk Social Event
Location:   Centro Trattoria & Bar, 336 W Montauk Hwy, Hampton Bays, NY 11946


October 24, 2017, 8:30 AM-11:30 AM
Post Symposium Breakfast
Location:   Melville Marriott


October 24, 2017, 5:00 PM – 7:00 PM

Western Nassau Social Event
Location:   Polo Lounge, Garden City Hotel, 45 7th Street, Garden City, NY 11530


October 28, 2017, 10:00 AM – 2:00 PM
Financial Fitness Day
Location:  Freeport Memorial Library, 144 W Merrick Road, Freeport, NY 11520


November 8, 2017, 5:30 PM – 8:30 PM
Chapter Program Meeting – CFP(R) Required Ethics Course
Location:  Crest Hollow Country Club, 8325 Jericho Turnpike, Woodbury, NY 11797 

Interactive Ethics – Presentation by Dan Candura, CFP(R)


November 9, 2017, 8:30 AM – 10:00 AM
Board of Directors  Meeting
Location:  American Portfolios, 4250 Veterans Memorial Highway, Holbrook, NY 11741


December 6, 2017, 6:00 PM-9:00 PM
Fee Advisor Group Meeting 
Location:  TB


December 7, 2017, 8:30 AM – 10:00 AM
Board of Directors  Meeting
Location:  Scott Sander’s office, Sanders Thaler Viola & Katz, LLP, 350 Jericho Turnpike, Suite 1, Jericho, NY 11753


December 11, 2017, Time: TBD
Board of Directors Holiday Dinner
Location:  TBD


 

CHAPTER PROGRAM MEETINGS ALREADY HELD IN 2017

January 11, 2017, 8:00 AM – 1:00 PM
Chapter Program Meeting
THE ESSENTIAL 1040 WORKSHOP – Presentation by Kathryn Keane, EA – NATP

February 1, 2017, 6:00 PM – 9:00 PM
Fee Advisor Group Meeting

February 15, 2017, 5:30 PM – 8:30 PM
Chapter Program Meeting

SMARTER SOCIAL SECURITY – Presentation by Daniel G. Mazzola, CFA, CPA, CFP(R)
Presentation Handout

March 16, 2017, 8:30 AM – 11:30 AM
Chapter Program Meeting
ESTATE PLANNING UPDATE – 2 Presentations
Fundamentals of Trust and Estate Planning-2017 Update by Michael T. Nolan, J.D. and
Long Term Care and Asset Protection Planning by Kevin Condon, J.D. – Grenier, Humes & Nolan, LLP

April 25, 2017, 8:00 AM – 11:00 AM
Chapter Program Meeting
 Life & Health Insurance Essentials – Anthony J. Colletti, II, CFP, LUTCF / ACGI Consulting Services Group

May 17, 2017, 5:30 PM – 8:30 PM
Chapter Program Meeting
1. Retirement Solutions for High Net Worth Business Owners – A Look at Alternative Plan Design — Presented by Bill Schories / OppenheimerFunds – Retirement Solutions Handout
2. Pension Risk Transfer — Presented by Steven Musmanno / APS Pension and Financial Services – Pension Risk Transfer Handout

May 23, 2017, 8:30 – 10:00 AM
Focus Group Meeting
Why Dementia Matters to You:  Financial Planning in the Shadow of Dementia
Presented by Ryan Bertrand, CFP,CLU / Transamerica

May 24, 2017, 6:00 – 9:00 PM
Fee Advisor Group Meeting

FPA NATIONAL – MEDIA TRAINING:  June 15, 2017, 4:00 – 5:30 PM Virtual Training

To register please visit https://www.onefpa.org/MyFPA/MyChapter/Pages/MediaTraining.aspx.


June 17, 2017
Annual Ellen Gordon CPAs 4(a): Cause 5K Run/Walk to End Hunger
Location:  Eisenhower Park, Field 1 & 2, East Meadow, NY 11554

CLICK HERE for more information or to register


FPA NATIONAL 4th ANNUAL ADVOCACY DAY – June 20-21st Washington, DC

FPA NATIONAL CONFERENCE – June 23-25 – FPA NexGen Gathering


July 6, 2017, 8:30 AM – 9:30 AM
Symposium Committee Meeting
Location:  Mark Badami’s office, Zipper Eisner Associates at 350 Motor Pwy, Ste 404, Hauppauge, NY 11788


July 11, 2017, 8:30 AM – 10:00 AM
Microsoft Class – Windows One Note
Location:  Walt Whitman Mall, 160 Walt Whitman Road, Huntington Station, NY 11746


July 19, 2017, 5:00 – 7:00 PM
Central Long Island Social Event
Location:   The Refuge, 515 Broadhollow Road, Melville, NY 11747

 

July 20th, 8:30 AM-10:00 AM

Symposium Committee Meeting
Location:  Mark Badami’s office at Zipper Eisner Financial, 350 Motor Pkwy, Ste 404, Hauppauge, NY 11788