Chapter Meetings

Upcoming Chapter Meeting:


FPA GHV Dinner Meeting

Tuesday, May 6, 2014

4:30pm – 8:00pm

The Demise of DOMA - Advising to Same Sex Couples
(This program has been submitted to CFP Board of Standards for 3 CFP CEUs.)
The repeal of the Defense of Marriage Act (DOMA) has changed the way we should be advising our same sex couple clients. Please join us on May 6th when Attorney Ralph Randazzo and James Tissot, CFP®, will help us understand how this impacts our planning on such issues as:

  • Healthcare
  • Retirement benefits
  • Social Security
  • Survival benefits
  • Divorce
  • Income taxes
  • Estate taxes
  • Residency in non-recognized states

We will also learn how the changes have reshaped how we plan our engagements:

  • Key considerations when planning
  • To wed or not to wed
  • Impact on Long Term Care
  • Life insurance


Ralph M. Randazzo, Partner, Randazzo & Randazzo, L.L.P., is a former member of the Board of Directors of SAGE (Services and Advocacy for GLBT Elders), the past Chairman of the Taxation Law Committee and member of the Elder Law, Taxation Law and Surrogates Court Committes of the Suffolk County Bar Association and former Treasurer and board member of LeGaL (Lesbian and Gay Law Association of Greater New York).
 
James Tissot, CFP®, President & Founder, Prism Planning, Inc., currently
practices in New York City, Westchester County and the Hudson Valley. He came to a financial planning career due in large part to the AIDS crisis. To better assist a friend afflicted with HIV/AIDS, James started attending seminars offered at the Lesbian and Gay Center on financial planning for the disabled and terminally ill, sponsored by "Body Positive." He has served as the Chair of the FPANY Board of Directors and as a member of the National Financial Planning Association Board of Directors.   
 
Click here to read more about our presenters.

MEETING LOCATION:
Sam's of Gedney Way
50 Gedney Way
White Plains, NY
Parking available behind the restaurant and in the municipal lot across the street.


Click here for directions.
 
Continuing Education Credit - This presentation has been submitted to CFP® Board of Standards for three (3) hours of Continuing Education. To receive CFP® credit, please come prepared to provide your CFP® certificant # and/or the last four digits of your SSN#. You must stay for the entire program to receive credit.

ADVANCE REGISTRATION IS STRONGLY ENCOURAGED.
To Register:   

Email your reservation to Lori Somerville
or call Lori Somerville at 877-817-8400.
Click here to pay online by credit card.

 


 

Dinner Meeting Fees:

FPA GHV Local Dues/Season Pass Members
While there is no additional fee for this meeting for our Paid Dues Assessment (season pass) members, your RSVP is required.
FPA GHV Non-Local Dues/Season Pass Members  & Other FPA Chapter Members:
$45 Advance
$55 at door, space permitting
Future Member Guest Fee:
$55 Advance
$65 at door, space permitting
(At the door, check or cash only.)

FIRST-TIME PROSPECTIVE MEMBER GUEST POLICY

First-time attendee guests must be prospective members to attend at the discounted rate of only $25 (payment of registration fee by cash or check only at door).
Advance registration required by contacting Lori Somerville at 877-817-8400.

Cancellation Policy:

If we must cancel this meeting, an email will be sent to all registrants. If you are unable to check your email, call 877-817-8400. Except in unusual circumstances, we would know about the cancellation the afternoon before the meeting. If you need to cancel, let us know by 4:00 p.m. on Friday, May 2. There will be a $30 charge if you do not give cancellation notice.

 


 

Many Thanks to our Program Sponsor!

GHV - Security Benefit (JPEG)

Kevin Kleitz
(845) 857-5559


2014 Program Schedule


Tuesday, February 11 - Dinner Meeting
Tuesday, March 11 - GHV Practice Management Breakfast Meeting
Tuesday, April 29 – Allied Professionals Networking Breakfast
Friday, May 2 - GHV Insurance & CFP CE Luncheon
Tuesday, May 6 - GHV Dinner Meeting
Tuesday, June 10 - June Dinner Meeting
Tuesday, October 14 - GHV Dinner Meeting
Tuesday, November 11 - GHV Ethics Dinner Meeting
Thursday, December 11 - GHV Holiday Cocktail Party

 

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