Calendar of Events

Please Note:
Topics and speakers are subject to change due to availability of speakers.


June 4, 2013 - 8:30-10:30 AM
Symposium Committee Meeting
Location:  Molloy College/Suffolk Center, 7180 Republic Airport, Farmingdale, NY 11735

All chapter members are invited to attend this meeting and become part of the planning of our annual Symposium & Exhibition.  This is a great opportunity to meet other chapter members and the sponsors who support our chapter.  For more information or to share your ideas please speak with the event chairman, Paul Schifter - (631) 366-1999.


June 10, 2013 - 7:30 AM Shotgun Start
Annual Scott Hirschbein Memorial Golf Outing
Location:  Wind Watch Golf & Country Club
1715 Vanderbilt Mortor Parkway, Hauppauge, NY

Click here to register on-line. 

Click here for the outing announcement and registration form. 

THANK YOU TO OUR OUTING SPONSORS!
Breakfast Sponsor:  Jackson
Lucheon Sponsor:  OppenheimerFunds
Awards Sponsor:  Realty Capital Securities
Putting Green Sponsor:  Charles Schwab Advisor Services
Tee Sign Sponsors: Access Brokerage, BlackRock, Franklin, Gregory & Company, Hartford Mutual Funds, Invesco, MFS Investment Management, Nationwide, Prudential Annuities, Realty Capital Securities and Transamerica Retirement Services


June 14, 2013
Educational Seminar (8:30 AM - 12:30 PM)
Location:
Molloy College/Suffolk Center, 7180 Republic Airport, Farmingdale, NY 11735

FORUM ON FUNDS: FIXED AND EQUITY FUND MANAGERS SHARE THEIR INSIGHTS

No matter what type of invsetor you are, there is bound to be a mutual fund that fits your style. At our this meeting we will have six portfolio managers that will speak to you about the upcoming market opportunities and risks.

Fixed Income Fund Managers Panel:  Troy E. Willis, J.D., CFA from OppenheimerFunds; Andrew Fox, CFA, CIMA from Lord Abbett; and Gary Russell, CFA from DWS Investments

Equity Fund Managers Panel:  Brian Jacobsen, Ph.D., CFA, CFP®, from Wells Fargo Advantage Funds, Lindsay Seward from Hartford Mutual Funds, and B. Randy Bateman, CFA from Huntington Funds.

THANK YOU TO OUR MEETING SPONSORS!
Main Sponsor: OPPENHEIMER FUNDS with a presentation by Wendy Ehrlich
Booth Sponsors:  ALLIANZ, iREVERSE HOME LOANS, LIVE IN REVERSE and SECURITY BENEFIT

CLICK HERE TO REGISTER ON-LINE. 

CLICK HERE FOR THE MEETING ANNOUCEMENT AND REGISTRATION FORM.


Saturday, June 15, 2013
Ellen Gordon CPAs 4(a): Cause 5K Run/Walk to End Hunger

Location:  Eisenhower Park, Field #1, East Meadow, NY
(Access from Merrick Ave. entrance only)

Registration Starts at 7:30 AM; Race Time 8:30 AM

The FPA of Long Island is joining with the Nassau Chapter of the New York State Society of CPAs and the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners in the 12th Annual, The Ellen Gordon CPA's 4(a): Cause 5K Run for Hunger, charity run/walk and food drive to benefit Island Harvest.  Island Harvest distributes food throughout Long Island.  The event will take place at Eisenhower Park, East Meadow, NY, on Saturday, June 15, 2013 at 8:30 AM.  Our goal is to raise $20,000 through the participants and our all-important sponsors. 

There will be time for socializing before,during and after the run/walk where refreshments, food, music and raffle gifts will be served and presented to the participants and spectators.  Please consider supporting Island Harvest (an affiliate of Feeding America, our Nations Food Bank) at this fundraising and networking event. 

Join your fellow members and allied professionals for a good cause and fun day!
CLICK HERE TO REGISTER ONLINE

CLICK HERE to download the Registration Form


Thursday, June 20, 2013
Networking Event
Location:
TBD

Description:  Let's welcome the beginning of Summer and come out to join your fellow members for an evening of networking. 


September 20, 2013
Breakfast Meeting - Courses that offer NYS Insurance CE 

Location:
  The Milleridge Inn, 585 North Broadway, Jericho, NY 11753

SPONSOR OPPORTUNITIES ARE AVAILABLE
Main Sponsor: 
Booth Sponsor:


October 2, 2013 (Date changed due to speaker's availability)
Dinner Meeting - Course that will offer required CFP Ethics CE
Location:
  The Milleridge Inn, 585 North Broadway, Jericho, NY 11753

ETHICS IN ACTION - CFP Board Approved for 2 CE in Ethics
Presented by Dan Candura, CFP®

SPONSOR OPPORTUNITIES ARE AVAILABLE
Main Sponsor: 
Booth Sponsor:


November 1, 2013
Annual Symposium & Exhibition 

Location:  The Crest Hollow Country Club,
8325 Jericho Tpke, Woodbury, NY 11797  

Click here for the 2013 Partnership Enrollment Form. 

Click here for the 2013 Speaker/Session Information Form.

 


December 12, 2013, 6:00 PM
Networking Event

Location:  TBD

Description:  An informal way to meet and network with fellow chapter members, the board of directors and sponsors.  A great opportunity to express your ideas for chapter meetings and events.


January 10, 2014, 8:00 AM - 1:00 PM
Tax Update Seminar

Location:  Molloy College / Suffolk Center, 7180 Republic Airport, Farmingdale, NY


 

 

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