19th Annual Symposium & Exhibition - October 18, 2018 at Crest Hollow Country CluB

Join us for the FPA of Long Island's 19th Annual Symposium & Exhibition on Thursday, October 18, 2018 at the Crest Hollow Country Club in Woodbury, NY brought to you by the Financial Planning Association of Long Island, our sponsors and our hard working committee members!

Register Now! 

 AGENDA AT A GLANCE  

General Session    
8:00 - 9:00 AM       Nationwide - 2018 Tax Planning Tips and Updates - CE and NYS Insurance Credits 

General Session   
 9:00 - 10:00 AM     Prudential - The Truth about Annuities - CE and NYS Insurance Credits 

10:00 - 11:00 AM   Continental Breakfast with Partners in the Exhibit Hall

11:00 - 11:50 AM   Breakout Session - Choose 1  (each session is 1 CE credit)

1. MoneyGuidePro - Measuring & Managing Stress in the Financial Planning Process
2. Intercontinental Capital Group - HECM Reverse Mortgages and Portfolio Coordination Strategy
3. Succession Lending - M & A and Financing Power Lunch
4. Sheaff Brock Investment Advisors, LLC - Understanding Market Volatility, and How to Manage It 

11:50 - 12:20 PM   Coffee Break with Partners in Exhibit Hall

Lunch Keynote Speaker
12:20 - 1:10 PM  Alan Mallory, BSc, PEng, PE, PMP  - "REACHING NEW HEIGHTS" (1 CE Credit)
                           Experience a captivating mountaineering adventure narrative to the top of Mt                                         Everest.

Featured Speaker
1:10 - 2:40 PM  Jeff Gordon, Four-Time NASCAR Cup  Champion and NASCAR on FOX analyst. Jeff                           will talk about his racing career and the steps he took towards an enjoyable post-                                 racing life.

2:40 - 3:10 PM    Coffee Break with Partners in Exhibit Hall

3:10 - 4:00 PM   Breakout Session - Choose 1  (each session is 1 CE credit)

1. APS PENSION - Plan Design for the Closely Held Company
2. First Trust - "Why Commodities" 
3. Advisors Insurance Brokers - Peeling the LTC Insurance Onion - CE and NYS Insurance Credits

General Session  
4:00 - 5:00 PM     American Portfolios - Modifying Investor Behavior:  How Advisors Can Protect              Clients From Their Worst Instincts  CE

General Session 
5:00 - 6:00 PM     Feldman Kramer & Monaco - Elder Law/Medicaid Protecting Your Home & Assets &      Student Loan Forgiveness - CE