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Special Events

SEATING IS LIMITED, SO DON'T WAIT TO REGISTER!

 

Allied Professionals Networking Breakfast
Tuesday, April 29, 2014
7:00 a.m. – 9:30 a.m.
A professional photographer will be available before the event at 7:00 a.m. 
to take complimentary head shots of attendees for their LinkedIn Pages.


The Allied Professionals

of

The FPA Greater Hudson Valley Chapter

the Westchester Chapter of the New York State Society of CPAs

& the Westchester County Bar Association

invite you

to join us for an Allied Professionals Interactive Networking Breakfast

Topic:

How to Use LinkedIn as Your Business Marketing Tool

Do you have a LinkedIn account and don't know what to do with it?

Or perhaps you have heard about LinkedIn,

but don't know why or how you need to use it?

Our upcoming Allied Professionals breakfast meeting on April 29th will focus on an important topic that affects all business professionals (that means you!). The presentation will help you develop an action plan for using LinkedIn as your business marketing tool.

You may have signed up for an account on this important professional internet networking resource, added your photo, your bio, etc. and accepted invitations from other professionals, associates, clients and friends to link-in.

Now what do you do??!!

In addition, if you're in a regulated industry, how do you take advantage of the potential that LinkedIn has to offer and assure that you are in compliance with any applicable restrictions?

WE ARE EXCITED TO ANNOUNCE THAT OUR GUEST SPEAKER IS

Jared Trexler

Ed Slott and Company, LLC

Jared will be enlightening us on the social media questions to ask, how LinkedIn differs from other social media platforms and how to develop an action plan on how to use LinkedIn as your business marketing tool.

You will learn critical information to enhance your marketing efforts and have the opportunity to network with your fellow CPAs, attorneys and financial professionals. 

This is an event you will not want to miss! Please join us!

Jared Trexler is in charge of product development, marketing coordination and all branding and social media management for Ed Slott and Company, LLC. He has delivered social media presentations to financial professionals, CPAs and attorneys, as well as tailored presentations to schools and civic organizations. He also trains Ed Slott's elite advisors in the use of social media and serves as a resource to them. He has been with the firm since 2008 and has spearheaded a growth in product development and the national launch of the company's social media efforts. He is also the author of two books and a freelance national sports columnist.

This course is being submitted for 1 CPE credit, pending approval.

TO REGISTER:

Contact your Association Person below.

Registration fee for members and non-members is $35.00.

You will be provided registration confirmation required to attend the event.

REGISTRATION DEADLINE: Tuesday, April 22, 2014

FPA Greater Hudson Valley   NYSSCPA  Westchester County Bar Assn.
Marcia Kaplan, CFP® Amy Amodeo  Luis Rivera, Esq.
914-289-0700 x11  914-273-0777 (fax 914-273-1787)  914-761-3707 x20                    

 

Date: Tuesday, April 29, 2014

Time: 7:30 a.m. to 9:30 a.m.

Place: Doral Arrowwood (Hudson Conference Room)

           Anderson Hill Road

           Rye Brook, NY  


FPA Greater Hudson Valley

Educational Half-Day Insurance Session

Friday, May 2, 2014

9:30 a.m. to 2:00 p.m.

Sam's of Gedney Way

5o Gedney Way, White Plains, NY

3 or 15 NY Insurance CE Credits

(3 Insurance CEUs issued for the lecture and 

an additional 12 Insurance CEUs issued for the optional home-study + exam)

&

2 or 9 CT Insurance CE Credits 

2 LRE Insurance CEUs issued for the lecture and 

an additional 9 L&H Insurance CEUs issued for the optional home-study + exam

&

3 or 7 CFP CE Credits

(3 CFP CEUs for the lecture and

an additional 4 CFP CEUs for the optional home-study + exam)

 

"NYCR-238020/CT-108349 - Recent Trends In Disability Insurance"

On-Site InsuranceSchool Instructor: Lee Conti, Jr., ID# NYIN-317132

 

Part 1 

Growing the Retirement Nest Egg During a Disability

Millions of Americans have disability insurance (DI) policies - to provide income in the event of a disability - but very few have protection that will continue to fund a retirement account if they were to become disabled. This session will teach advisors how to protect one of their clients' top assets: their clients' ability to work, earn income, and save for retirement. It will explore, in-depth, the DI retirement protection plan which helps their clients continue to save and invest up to $50,000 a year above and beyond their other DI coverage if they were to become too sick or hurt to work.

 

Part 2 

How to get clients of substantial wealth the coverage they need.

Discounts available for Associations & Multi Life program updates. 

7 common client objections and important info on how to handle. 

Click here for more details on this lecture. 

 

"NYCS-216858/CT-108350 - Ethical Practices in the Insurance Industry Home-Study" 

On-Site Insurance School Instructor: Lee Conti, Jr., 

ID#NYIN-317132

The reading material for this course will be sent to you upon registering for the class. The pre-reading is important and required in order for you to be able to pass the exam.

AGENDA:

Registration & Networking

9:30am-10:00am

Recent Trends in Disability Insurance (Part I)

10:00am-11:30am

Luncheon Served & Words from our Sponsors

11:30am-12:15pm

Recent Trends in Disability Insurance (Part II)

12:15pm-1:15pm

Exam

for the optional home-study for those participating in the extra insurance and CFP credits

1:15pm-2:00pm

 

Our Instructor

Lee Conti, Jr. is CPS Elite Advisors Insurance Services Director of Advisor Development in the Northeast. 

Please click here for speaker bio. 

 

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.

 

ADVANCE REGISTRATION IS MANDATORY!

 

REGISTRATION DEADLINES:

Registration deadline for home-study & lecture is Thursday, April 24, 2014.

Registration deadline for lecture only is Tuesday, April 29, 2014.  

TO REGISTER:

Click here to register.

For questions regarding registration, contact

John Lundgren at jlundgren@cpseainsurance.com or

914-752-4469 x102

REGISTRATION FEES:

FPA Members & Non-Members:

$35 for Lecture Only

$165 for Lecture & Home-Study

CONTINUING EDUCATION CREDITS:

Insurance Credits: The home study w/on-site exam and on-site lecture combined offers 15 NY Insurance CEs for NY State residents and 11 CT Insurance CEs for CT State residents. 

CFP Credits: The home study w/on-site exam and on-site lecture combined have been accepted by CFP Board for 7 hours of continuing education credit.

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. 



 

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