Calendar of Events


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

September 12, 2014, 8:30 AM - 11:30 AM
Program/Education Meeting
Location:  The Milleridge Inn, 585 North Broadway, Jericho, NY 11753

Presentation by:  Barry Fox, B.A., M.A. - College Financial Aid Consultant


Your registration includes networking time, a full breakfast and 2 hours of continuing education credits for CFP®s and CPAs.  FPA member fee to attend is $25.00; non-member fee is $50.00.

With college costs skyrocketing, many parents are concerned about college cost.  Learn insider tips to maximize financial aid from Long Island's leading financial aid expert with over 40 years of experience.  Follow our step-by-step strategies to fill our your FAFSA (Free Application for Federal Student Aid), plan a needs analysis, and negotiate with the college.  We explain how the federal government calculates your "expected family contribution" and how the value of your family home and other property is counted.  Certain assets are counted more heavily in the financial aid formulas thant others.  Where you keep your money could mean the difference between getting $20,000 in financial aid or getting nothing.  If you don't know how to legally and ethically position your money properly for purposes of financial aid, you could end up losing thousands in financial aid.  We show how separation, divorce and remarriage affect your aid, who qualifies as an independent student, and how to conduct the best FREE Internet scholarship searches.  We describe the CSS/Financial Aid PROFILE® application, New York State's unique financial aid program-TAP, and federal grant and loan programs.

CLICK HERE for a printable meeting announcement

Main Sponsor: Lorraine Lods with Allianz

Booth Sponsors:  Eric Fracasso with Invesco
                         Morris Glazer and Ken Junge with Transamerica

October 1, 2014, 5:30 - 8:30 PM
Course that offers the 2 required CFP Ethics CE credits
LocationThe Entrepreneur Center, 1800 Walt Whitman Road, Suite 155. Melville, NY 11747

ETHICAL CHALLENGES - presented by Dan Candura, CFP®

Ethics training doesn't have to be dull or boring. 

Ethical Challenges uses animated videos and interactive audience polling to keep the audience involved and learning.  Teams participate in an informative and engaging session that teaches the five learning objectives required by CFP Board for ethics training in 2014 through the use of case studies involving the ethical challenges faced by five CFP® professionals. 

1.  Define elements of the fiduciary standard. 
2.  Determine when the fiduciary standard applies in a variety of financial plannng contexts and scenarios. 
3.  Determine if a CFP® professional is providing financial planning services or material elements of financial planning services. 
4.  Explain CFP Board's compensation disclosure requirements to clients and prospective clients. 
5.  Communicate any potential conflicts of interest to a client at the initiation of client engagement. 


Call the chapter office for more information at (516) 542-2004

October 31, 2014, 8:00 AM - 6:00 PM


Location:  Crest Hollow Country Club, Woodbury, NY

CLICK HERE for more information & to Register

CLICK HERE for Exhibitor Information