18th Annual Symposium & Exhibition

Join us for the FPA of Long Island's 18th Annual Symposium & Exhibition on Tuesday, October 10, 2017, 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!

Sponsors, Sessions and Speakers are currently
being selected; updates to the Agenda will be made as sessions are confirmed

AGENDA AT A GLANCE

General Session
8:00 - 9:00 AM Nationwide - 2017 Tax Planning Tips and Updates CE and NYS Insurance

General Session
9:00 - 10:00 AM Moritt Hock & Hamroff LLP-The ABC's of IDGT's, and other exciting estate planning strategies CE

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

11:00 - 11:50 AM   Breakout Session - Choose 1
                                 1 Are You A Target of 401k/403b Litigation? (APS Pension and Financial Services) CE
                                 2. Reverse for Purchase-Why Downsizing and Not Paying All Cash for Your Next Home May Make Perfect Financial Sense! (InterContinental Capital Group) CE
                                 3. Building a Balanced Protfolio with Indexed Annuities (Allianz) CE and NYS Insurance                                  4. Risk Management (Cataylst Funds) CE

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

General Session

12:20 - 1:10 PM American Portfolios- Impact Your Practice With ESG Investing CE

Luncheon Session
1:10 - 2:40 PM         Alden Mills - Former Navy SEAL Platoon Commander;
                                 Founder and President, Perfect Fitness;
                                 Author of Be Unstoppable: The Eight Essential Actions to Succeed at Anything

2:40 - 3:10 PM Dessert and Coffee With Partners in Exhibit Hall

3:10 - 4:00 PM    Breakout Session - Choose 1
                                   1. Who Moved My (LTC) Cheese? (NY Long Term Care Brokers) CE and NYS Insurance
                                   2. Cutting-edge Trends in Insurance Planning (CPS Elite Advisors) CE
                                   3. The Changing of the Residential Real Estate Market (Wells Fargo)

General Session
4:00 - 5:00 PM Feldman Kramer and Monaco-Basic Estate Planning CE

General Session
5:00 - 6:00 PM Prudential-The Future of Investment Returns-A guide to developing a prudent investment portfolio within a Variable Annuity CE and NYS Insurance