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