When

Wednesday, June 19, 2019 from 8:00 AM to 4:30 PM EDT
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Where

Irondequoit Country Club 
4045 East Avenue
Rochester, NY 14618
 

 
Driving Directions 

Contact

Diana Barlow 
FPA of Greater Rochester 
585-410-1462 
admin@nyfpa.org 

FPA Annual Symposium 2019 

Please join us on Wednesday, June 19th at Irondequoit Country Club for this year's FPA Symposium.  You will have options to attend several interesting and informative CE credited classes throughout the day along with breakfast, lunch, and coffee & snack breaks.  There will be plenty of time to network with others in our industry along with time to visit exhibitor booths.


We are happy to introduce our Keynote Speaker, Mr. Jeff Lanza.  Mr. Lanza was an FBI Special Agent  for over 20 years investigating cybercrime, fraud, organized crime, human trafficking and terrorism.  He appears regularly on CNBC's Closing Bell and Power Lunch, the Fox News Channel and has appeared on Larry King Live, the Today Show and Good Morning America.


Individual Ticket for FPA members - $150 EARLY BIRD pricing

Individual Ticket for FPA non members - $200 EARLY BIRD pricing

College Student - $50 (college ID is required)

Ethics Program only - $50 class will be presented from 2:00-4:00pm


Symposium EXHIBITOR booth - $500

  • includes full day ticket for two representatives
  • exhibitor booth
  • attendee roster
  • promotion on FPA social media
  • each guest will receive a passport card, when they visit each booth you will punch their card giving them the opportunity to win prizes from the FPA

Symposium SILVER sponsorship - $850

  • promotion on FPA social media & signage during symposium
  • short promotional video during break
  • full day ticket for two representatives
  • exhibitor booth
  • attendee roster

Symposium GOLD sponsorship - $1,250

  • one monthly meeting sponsorship during 2019-2020 program year (Locust Hill CC breakfast CE program with 25-50 guests in attendance)
  • company name included in FPA president's announcements
  • promotion on FPA social media & signage during symposium
  • short promotional video during break
  • full day ticket for two representatives
  • exhibitor booth
  • attendee roster

Symposium PLATINUM sponsorship $2,000

  • 10 minute presentation during lunch at symposium
  • additional signage with company logo during symposium
  • one monthly meeting sponsorship during 2019-2020 program year (Locust Hill CC breakfast CE program with 25-50 guests in attendance)
  • company name included in FPA president's announcements
  • promotion on FPA social media & signage during symposium
  • full day ticket for two representatives
  • exhibitor booth
  • attendee roster

Monthly CE Program Sponsorship - $500

  • 10 minute presentation during a monthly breakfast program
  • meeting attendee roster
  • promotion on FPA social media
  • logo listed on email invitations for program
  • sales materials/table set up
  • THIS IS INCLUDED WITH GOLD & PLATINUM SPONSORSHIPS (or can be sponsored separately)

AGENDA

7:45am – 8:15am              Registration, Exhibitor Booths open & Breakfast

8:15am – 8:30am              FPA Chapter announcements

8:30am – 10:30am            KEYNOTE Jeff Lanza – Stay Secure Online/Solutions to Real World Cyber Risks

10:30am – 11:00am         Exhibitor time & morning break

11:00am – 12:00pm         Laurie Miraglia – Geriatric Care Management

OR

11:00am – 12:00pm         Eric Leeper – Acquisition + Succession = The Growth Machine

12:00pm – 1:00pm           Lunch, Networking & Exhibitor time

1:00pm – 2:00pm             David Shaffer – Medicaid Planning

OR

1:00pm – 2:00pm             Eric Leeper – Creating your Legacy by Partnering with the Next Generation

2:00pm – 2:30pm             Exhibitor time & afternoon break

2:30pm – 4:30pm             Kitty Bressington (SFSP) – Ethics

OR

2:30pm – 3:30pm             Kay Pfleghardt & Brian Imrich – Millennial Planning

3:30pm – 4:30pm             Bill Donofrio – Reverse Mortgage