Exciting news for the 19th Annual Symposium & Exhibition on Thursday, October 18th! 



JOIN US on Thursday, OCTOBER 18th, 8am to 6pm

Crest Hollow Country Club
8325 Jericho Turnpike
Woodbury, NY
Get directions.

 

 

 

$175.00
$275.00
$99.00
$199.00

Our exciting and informational agenda sponsored by UnitedHealthcare and Jackson National includes:

 

 

 

 

Thanks to Nationwide, FPA of Long Island Chapter is proud to announce Jeff Gordon, as our featured lunch speaker!!! Jeff Gordon is a four-time NASCAR Cup Champion and NASCAR on FOX analyst. Jeff will talk about his racing career and the steps he took towards an enjoyable post-racing life.

You do not want to miss his talk!

 

 

Also on the agenda is Keynote Speaker Alan Mallory, BSc, PEng, PE, PMP

Hear his presentation on “REACHING NEW HEIGHTS,” a captivating mountaineering adventure narrative to the top of Mount Everest.

 

 

Additional Agenda Items

  • Nationwide – 2018 Tax Planning Tips and Updates
  • Interconential Group – Comparing the Pros and Cons of HECM VS HELOC
  • Advisors Insurance Brokers – Peeling the LTC Insurance Onion
  • Money Guide Pro – Measuring & Managing Stress in the Financial Planning Process
  • APS PENSION – Plan Design for the Closely Held Company
  • First Trust – “Why Commodities”
  • Sheaff Brock Investment Advisors, LLC – Understanding Market Volatility and How to Manage It
  • Prudential – Truth About Annuities

See the full agenda here.

 


Thank you to our Sponsors:  

 

Platinum Sponsors:

  • UnitedHealthcare
  • Jackson National

 

Gold Sponsors:

  • American Portfolios
  • Nationwide
  • Feldman Kramer & Monaco

 

Silver Sponsors:

  • APS Pension & Financial Services
  • Advisors Insurance Brokers (AIB)
  • First Trust -Intercontinental Group
  • Money Guide Pro

 

Bronze Sponsors:

  • Oppenhemier
  • SEI
  • Charles Schwab
  • Crump Insurance
  • TransAmerica
  • Columbia Threadneedle
  • Allanz
  • Franklin Templeton

 

Sponsorship Opportunities are still available
Don’t miss out! Meet face-to-face with Financial Professionals!


Opportunities for Sponsorship and Partnering

The FPALI Symposium & Exhibition is our organization’s flagship event where you can meet face-to-face with hundreds of financial planning professionals in the Long Island region to showcase your products/services. The impact you can make on attendees and the exposure you receive can lead to lasting benefits for your organization and you.

Will Your Message Be Heard?  Our Symposium gives you exposure to:

  • Over 360 members
  • $10 billion in Assets Under Management
  • Over 150 different product lines

 

PLATINUM PARTNERSHIP*
KEYNOTE LUNCHEON SPEAKER / SHARED SPONSORSHIP  – $4,400

  • Co-Sponsor of the Keynote Speaker for Luncheon Session. 
  • Premium exhibit space in the Symposium Exhibit Hall.
  • Symposium registration for two people (includes all education sessions and meals).
  • Company name prominently displayed during day of Symposium and throughout year. 
  • Company recognition from the main platform at Symposium. 
  • Full page ad in event directory.
  • FPA website a repository tool for members.
  • Electronic file of all attendees before and after event.

 

GOLD PARTNERSHIP*
KEYNOTE SPEAKER SPONSORSHIP  – $3,900

  • Keynote Speaking opportunity to present a 50 minute educational session at one of the four General Sessions held.
  • Prime exhibit space in the Symposium Exhibit Hall.
  • Symposium registration for two people (includes all education sessions and meals).
  • Company name prominently displayed during day of Symposium. 
  • Company recognition from the main platform at Symposium. 
  • Half page ad in event directory.
  • FPA website a repository tool for members.
  • Electronic file of all attendees before and after event.

 

SILVER PARTNERSHIP*
BREAKOUT SESSION SPEAKER SPONSORSHIP  – $2,500

  • Breakout Session speaking opportunity to present a 50-minute educational presentation. 
  • Prime exhibit space at Symposium.
  • Symposium registration for two people (includes all education sessions and meals).
  • Company name prominently displayed during day of Symposium. 
  • Company recognition from the main platform at Symposium. 
  • Quarter page ad in event directory.
  • Electronic file of all attendees before and after event.

 

BRONZE PARTNERSHIP  – $1,500

  • Exhibit space at Symposium.
  • Symposium registration for two people (includes all education sessions and meals).
  • Honorable mention.
  • Electronic file of all attendees before and after event.

 

*All applications for presentations at the Platinum, Gold and Silver Level Sponsorships are subject to approval by the FPA Symposium Committee in advance.  Your application constitutes an indication of interest for presenting at the FPA of LI Symposium, and should your initial topic not be approved by the committee, you will have a chance to change the topic to one that may be approved.  Preference will be given to presentations that qualify for Continuing Education credits from the NYS Department of Insurance, and/or CFP Board of Standards, or that meets a specific topic of interest to the FPA of LI Conference Committee.  The FPA of LI Conference Committee retains the sole right to determine if a sponsorship and/or presentation meets the objectives of the event.  Sponsorships with speaker presentation proposals, including session topic, speaker’s bio, descriptive paragraph of session, timed outline, and any references, must be received by email at fpali@optonline.net .  Thank you in advance for your support!

For answers to  “Frequently Asked Questions” or more information about the Symposium and the FPA of LI, visit our chapter webpage or call the chapter office at (516) 542-2004.