2013 Chapter Meetings & Events

FPA GHV Dinner Meeting
Date: Tuesday, May 14
Time: 4:30 pm - 8:00 pm
Topic 1: Helping Clients Avoid Retirement Ruin

FPA GHV Allied Professionals Interactive Networking Breakfast
Date: Monday, January 28
Time: 7:30 am - 9:30 am
Guest Speaker: Joshua Feinman. Chief Global Economist, Deutsche Asset Management Americas

FPA GHV CE Luncheon Meeting
Date: Tuesday, January 29
Time: 10:00 am - 2:00 am
Topic 1: Identity Theft  (quiz)
Topic 2: Insurance Law

FPA GHV Dinner Meeting
Date: Tuesday, March 12
Time: 5:00 pm - 8:00 pm
Topic 1: Medicare 101
Topic 2: A Snapshot of Medicare Supplements

FPA GHV Breakfast Meeting
Date: Friday, April 5
Time: 8:00 am - 10:00 am
Topic 1: EQ not IQ

2012 Chapter Meetings & Events

FPA GHV Allied Professionals Interactive Networking Breakfast
Date: Tuesday, January 17
Time: 7:30 am - 10:30 am
Topic 1: Interdisciplinary Case Studies

FPA GHV Breakfast Meeting
Date: Friday, February 17
Time: 7:00 am - 9:30 am
Topic 1: Debt 911

FPA GHV Dinner Meeting
Date:  Tuesday, March 13
Time:  5:00pm – 8:00pm
Topic 1:  Making Sure Your Clients are Protected: "Personal Insurance" - An Overlooked Financial Product
Topic 2: The Expected Family Contribution:  What is it and How does it Effect the Cost of College

FPA GHV Dinner Meeting
Date: Tuesday, April 10, 2012
Time: 5:00 pm - 8:00 pm
Topic 1: A Survey of Consumer & Commercial Bankruptcy & Other Options
Topic 2: Using Stock Options to Take Advantage of Market Volatility & Build Income Streams

FPA GHV Dinner Meeting
Date: Tuesday, May 8, 2012
Time: 5:00 pm - 8:00 pm
Topic 1: An Interactive Case Study

FPA GHV Allied Professionals Interactive Networking Breakfast
Date: Tuesday, May 31
Time: 7:30 am - 9:30 am
Topic 1: Litigation, malpractice, errors and omission

FPA GHV Ethics Breakfast Meeting
Date: Friday, June 1, 2012
Time: 8:00 am - 10:30 am 
Topic 1: A Case for Ethics

Allied Professional Networking Breakfast
Date:  Friday, September 28
Time:  7:30 am – 9:30 am
Topic:  The Supreme Court Decision: Where Does Health Care Reform Go From Here?

FPA GHV Dinner Meeting
Date:  Tuesday, October 9
Time:  4:00 pm – 8:00 pm
Topic:  Elder Law & Estate Planning Essentials

FPA GHV Breakfast Meeting
Date: Friday, November 9
Time: 8:00 am - 10:00 am
Topic 1: How Your 2013 Form 1040 Will Be Impacted by Tax Law Changes  
Topic 2:  Leveraging a Fee-Based Variable Annuity in Your Practice 

FPA GHV Dinner Meeting
Date: Tuesday, December 11
Time: 4:00 pm - 8:00 pm
Topic 1: A Look Ahead to the Investment Climate in 2013

2011 Chapter Meetings & Events

FPA GHV Dinner Meeting
Date: Tuesday, December 13, 2011
Time: 5:00 pm - 8:00 pm
Topic 1: How and When Client Investment Losses Can be Legally Recovered
Topic 2: Business Owner Succession and Related Life Insurance Planning

Date: November 8, 2011
Time: 5:00 - 8:00 pm
Topic 1: The Facts About Reverse Mortgages
Topic 2: Life Insurance as an Asset Class 

Date: October 11
Time: 5:00 - 8:00 pm
Topic 1: Collaborative Law – Transforming the Manner in which Disputes are Resolved

Date: September 22 – New Alliance of Allied Professional Networking Event with NYSSCPA Westchester Council
Time: 5:00 - 8:30 pm
Topic 1: Networking Success – How to develop the strategic relationships to best serve your clients
Topic 2: Family Security – How can affluent families 

Date: June 14
Time: 5:00 - 8:00 pm
Topic 1: Ethics Dinner Meeting with Dan Candura 

Date: May 18
Topic: FPA of Greater Hudson Valley in conjunction with CPS EA Insurance Services and On-Site Insurance School is pleased to present an educational program on Wednesday, May 18, 2011, at Antonees in White Plains.  This program offered up to 14 NY & CT Insurance CEs and up to 15 CFP CEUs, depending on which sessions were attended.

Date: May 10
Time: 5:00 - 8:00 pm
Topic 1: Project Member Interaction
Topic 2: Life Insurance Funded Executive Benefits featuring the Leveraged §162 Bonus

Date: April 12
Time: 5:00 - 8:00 pm
Topic 1: Eight Critical Factors for Analyzing a Non-Traded REIT 
Topic 2: Asset Allocation Using Precious Metals

Date: March 8
Time: 5:00 - 8:00 pm
Topic 1: Business Builders Workshop
Topic 2: Estate Planning for Same-Sex Couples and commitment-Phobes

Date: February 8
Time: 5:00 - 8:00 pm
Topic 1: Financial Advisors & Technology
Topic 2: State of the Estate Tax - 2010 and Beyond

2010 Chapter Meetings & Events

Date: October 12
Topic 1: How to Promote Your Business Using Public Relations
Speaker: Rosemarie Monaco, President • Group M Inc.
Topic 2: Managed Futures
Speaker: Stephen Luongo, Director, Institutional Markets • Peregrine Asset Management Inc.

Date: September 14
Topic 1: Philahthropic Planning
Speaker: Michael Pohlmann
Topic 2: Social Security
Speaker: Representative from Social Security Administration

Date: June 8
Topic: Case for Ethics

Date: May 11
Topic: Security Solutions for the Affluent
         Secrets to Business Growth

Date: April 13
Topic: Misconceptions Surroudning Disability Income Insurance

Date: March 9
Topic: Estate Planning
         Financial Planning Using Trusts

Date: February 9
Topic: Hedge Fund Manager's Dispatches
         Collaborative Divorce Process

Date: January
Topic: 2010 Tax Update & Roth Conversions

2009 Chapter Meetings & Events

Date: December 14
Topic: Revenue Weighted Exchange Dinner Meeting

Date: November 10
Topic: Municipal Bonds
          Working with Geriatric Care Manager

Date: October 13
Topic: Life Settlements
          Business Exit Planning Process

Date: September 15
Topic: Ethics Program

Date: May 12
Topic: Asset Protection Planning
         Paying for College

Date: April 14
Topic: Hedge Fund Replication

Date: March 10
Topic: New Developments in Qualified Plan Design
         Individual Health Care Insurance

Date: February 10
Topic: Using Retirement Plans to Invest in Real Estate

2008 Chapter Meetings & Events

Date: December 9
Topic: Xs and Os of Personal Insurance Policies

Date: November 11
Topic: 12 IRA Planning Mistakes to Avoid
        Understanding Tenant-in-Common Investments

Date: October 21
Topic: Cutting Edge Tax Planning
Speaker: Michael Kitces

Date: September
Topic: Technology Trends

Date: June 18
Topic: NYSSCPA - Personal Financial Planning & Eldercare Joing Conference

Date: June 10
Topic: Code of Ethics

Date: May 13
Topic: New York State LongTerm Care Partnership
          Reverse Mortgages

Date: April 1
Topic: Recent Developments / Planning Update
          Income Replacement Funds

Date: March 11
Topic: Long Term Care

Date: February 5
Topic: Unique Tax Reduction & Estate Planning Issues