Meetings & Events

Chapter Program Meetings:

Our program meetings are always informative and timely with comprehensive coverage of various subjects such as taxes, pensions and estate planning.

  • There is a $40 fee for members to attend our dinner program meetings and a $25 fee to attend our chapter breakfast meetings. 
  • Non-members are welcome. There is a $80 for dinner meetings and $50 for breakfast meetings charge for non-members. 
  • Most monthly meetings offer 2 CEUs for CFPs or CPAs. 
  • Please check each meeting announcemnt for details on time, location and registration fees of each meeting. Registration is required in advance.

Fee Advisor Group Meetings:

FPA of Long Island's Fee Advisor Group also holds meetings throughout the year. However, registration in theses programs is limited to members of the Fee Advisor Group. For further information on the Fee Advisor Group and to become a member click here


Speaker / Session Information Form for Program Meetings

If you would like to be considered as a speaker at a chapter program meeting, please click here for a copy of our Speaker/Session Information Form.  Complete this form and email it to the Program Planning Committee in care of the chapter office at fpali@optonline.net



2013 Annual Symposium - Session Materials

CLICK HERE to view the 2013 Symposium Brochure with session descriptions.

1. Preconference

Federal Tax Individual Update
Note Pages   --   Handout

Vincent J. O'Brien
2. Opening

Building a Better Portfolio "Core"

Notepages  --One page Intro

Risk & Return Spectrum

Survival Test-Financial Planning Magazine

Craig L. Israelsen
3. Breakout 1A

Case Studies in Long Term Care Planning

Notepages  

NYS Partnership Additional Income Disregard

Link to Fall 2013 NYS Partnership Agent Newsletter

Robert Vandy
4. Breakout 1B

Reverse Mortgage Qualifications and 2013 Program Changes

A Smart Financial Decision

HECM for Purchase

Robert Tollin
5. Breakout 1C

Fixed Income Market Outlook & Trends in High Yield

Notepagess

James Serhant
6. Breakout 1D

The Case for Alternatives

Notepages

John Corcoran
7. Breakout 2A

New Opportunities in Creative
Estate Planning: Hybrid Annuities

Handout

Robert Lewis
8. Breakout 2B

Technology and the Future of Financial Plannng

Handout

Tom Roberts
9. Breakout 2C

Understanding the 1031 Real Estate Market
and Current Opportunities

Notepages for 1031 Exchanges

Notepages for Total Income Real Estate Fund

Larry Milder
10. Breakout 2D

Frozen in the Headlines

Handout

Larry Sinsimer
11. Lunch

Changing the Frame

Handout

Paul Santoro
12. Breakout 3A

Social Security: 12 Keys to Optimizing Benefits

Notepages

Retirement Income Strategies Workbook

Social Security Client Brochure

Social Security Benefits - flyer

Waldean Wall
13. Breakout 3B

Mortgage Market Year End Review

Notepages

Frank Melia
14. Breakout 3C

Asset Allocation in Alternative Investments

Notepages

Asseet Allocation - White Paper

Sameer Jain
15. Breakout 3D

Retirement Income Solutions

Notepages

Managed Portfolios

Retirement Income Portfolios

Todd W. Schaul
16. Post 1

The Roadmap to Retirement

Notepages

Gretchen S. Miller
17. Post 2

Helping Clients Plan for the Costs of Long-Term Care

Notepages

Health Care Cost Assessment Fact Finder

Assessment Sample

No plan for long-term care? - Flyer

Carlo L. Cordasco

 

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