Calendar of Events

 

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


April 22, 2014, 8:30 AM - 9:30 AM
Symposium Committee Meeting
Location: 
Molloy College / Suffolk Center, 7180 Republic Airport, Farmingdale, NY 11735

All chapter members are invited to join the Symposium Committee.  This committee works to plan the annual chapter conference, setting the agenda, selecting the speakers, recruiting sponsors and getting the word out to our members to attend.  For more information please contact the Symposium Chairperson, Craig Ferrantino.


April 23, 2014, 8:30 AM - 10:00 AM
Membership Committee Meeting

Location:  Molloy College / Suffolk Center, 7180 Republic Airport, Farmingdale, NY 11735


April 24, 2014 - 6:00 - 8:00 PM
Networking Event

Location:  Jewel Restaurant, 400 Broadhollow Road (Route 110), Melville, NY 11747

REGISTER NOW

Are you looking to connect with fellow FPA members? Then you want to join us at our Networking Event on Thursday, April 24th from 6 to 8 PM, at Jewel Restaurant.  This event brings together chapter members, the board of directors and many of our strategic partners.  This is a great opportunity to find out how you can get more out of your membership, or you can share your ideas with board members on how to improve what is already being done, or maybe you want to get more involved -- come out and see who we are. 

There will be an open cash bar and hors d'oeuvres.  Plan to be there!  And remember to bring your business cards with you.


May 7, 2014, 5:30 PM - 8:30 PM
Program/Education Meeting

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

REGISTER NOW

Click here for a printable flyer

Part 1. Equity Indexed Annuities (NYCR-226887) - Presented by Michael Raymond, Director of Product Research, Prudential Annuities
The purpose of this course is to review Equity Indexed Annuities as part of a retirement portfolio.  The main topics for discussion will be to describe the moving parts and provide a framework for the participants to evaluate and understand these investment options.  The course will also include several case studies to show in practice the implications of the different parts in the annuity structure. 

Part 2. Commonly Overlooked Tax Strategies (NYCR-______) - Presented by Chuck DiVencenzo, JD, Vice President, Advanced Markets, Allianz Life Insurance Company
This presentation will discuss:
--Several commonly overlooked tax strategies that can help financial professionals educate their clients about potential tax savings ideas.
--Marginal tax brackets, retirement income strategies such as Roth IRA conversions and how the 3.8% Medicare surtax will apply to higher income taxpayers and undistributed net investment income for certain trusts. 
--Additional withdrawal and transfer strategies such as early IRA withdrawals, net unrealized appreciation (NUA), split-income annuity strategies, and beneficial IRA tax strategies. 

Your registration includes 2 hours of continuing education credit for NYS Insurance, and/or CFP, and/or CPA; Networking Opportunities and a full dinner.

SPONSOR OPPORTUNITIES ARE AVAILABLE
Main Sponsor:  BLUEROCK
Booth Sponsor:


June 9, 2014, 6:30 AM - 1:30 PM
Annual Scott Hirschbein Memorial Golf Outing
Wind Watch Golf & Country Club, 1715 Vanderbilt Motor Pkwy, Hauppauge, NY 11788

CLICK HERE TO REGISTER TO GOLF (or for golf and sponsorship)

CLICK HERE TO SPONSOR EVENT (without golf registration)

CLICK HERE for a printable flyer with outing details.

Come join the fun at our annual golf outing! Plan to take a break to enjoy a day of golf at the Wind Watch Golf & Country Club in Hauppauge on Monday, June 9th. Atop one of Long Island's highest points, the Wind Watch Golf & Country Club offers mesmerizing panoramic views of the North Shore. Enjoy one of the most unique and challenging courses as well as exceptional catering and golf outing facilities. 

This first-class tournament brings the Board Room outdoors so you can network with other financial and business professionals from around Long Island.  Our format opens the tournament up to golfers of all abilities,  Mark your calendars and sign up today! 


June 13, 2014, 8:00 AM - 11:00 AM
Program/Education Meeting - Proposed Topic - Investment Strategies

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

SPONSOR OPPORTUNITIES ARE AVAILABLE
Main Sponsor: 
Booth Sponsor:


June 14, 2014 - Saturday
Special Event with CPAs

13th Annual Ellen Gordon CPAs 4(a): Cause5K Run/Walk to End Hunger

Location:  Eisenhower Park, Field #1, East Meadow, NY
Registration Starts at 7:30 AM, Race time: 8:30 AM

REGISTER ONLINE at Active.com

FPA of LI Chapter Members:  Be sure to come out for a fun morning and help support a good cause! Register today to join with allied professionals and run or walk to help to fundraise to end hunger today.  The FPA of LI is joining with the NYS Society of CPAs and NCCPAP in their 13th annual 5K Run/Walk to End Hunger.  Last year many of us enjoyed a great day in the park and we hope more of you will consider joining us at this year's event.

Printable Registration Form to Participate

Printable Registration Form to be a Sponsor


Late June 2014, 6:00 PM
Networking Event

Location:  TBD


September 12, 2014, 8:00 AM - 11:00 AM
Program/Education Meeting - Proposed Topic - NYS Insurance CE
Location:  TBD

SPONSOR OPPORTUNITIES ARE AVAILABLE
Main Sponsor: 
Booth Sponsors:


October 1, 2014, 5:30 - 8:30 PM
Course that will offer required CFP Ethics CE credits
ETHICAL CHALLENGES - Presented by Dan Candura, CFP(R)

Location:  TBD

SPONSOR OPPORTUNITIES ARE AVAILABLE
Main Sponsor: 
Booth Sponsors:


October 31, 2014, 8:00 AM - 6:00 PM
15TH ANNUAL SYMPOSIUM & EXHIBITION
Location:  Crest Hollow Country Club, Woodbury, NY

 

 

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