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

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 out 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 than 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 to Register - Your registration includes networking time, a full breakfast and 2 hours of continuing education credits for CFPs and CPAs.  FPA members fee is $25.00; non-member fee is $50.00.

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
ETHICAL CHALLENGES - Presented by Dan Candura, CFP(R)

Location:  TBD


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