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    Welcome and thank you for making the Financial Planning Association® (FPA®) your professional home!

    To help you make the most of your membership with FPA, we are pleased to provide you this helpful guide to enhance your knowledge. Available Resources

    Your FPA membership makes a powerful statement about you. It says you are a financial planner who is serious about your profession and are purposeful about staying informed, educated and involved

    Networking After 5.... Cocktails and Conversations

    Network with your fellow FPA-LI Members and Friends over Complimentary Cocktails
    March 05, 2020 | 5:00 PM

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    March's Program Meeting

    "Smarter Social Security" and "Senior Living Advisory Services - Navigating the Journey Many Financial Planners' Clients Will Take"
    March 25, 2020 | 8:00 AM

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    Upcoming Program Meetings:

    Wednesday, April 22nd - 5:30pm
    "The Fabulous 4: Last Will and Testament,
    Trust, Power of Attorney and Medical Directives"
    presented by: Donna Stefans, Stefans Law Group 

    "Building a Legacy of Philanthropic Giving"
    presented by Marc Saffren, m3Development

    Thursday, May 21st - 8:00am  
    "Nuts and Bolts of NYS Tax Residency Audit"
    presented by Attorneys, Karen Tenenbaum, Marisa
    Friedrich and Leo Gaborich

    Wednesday, November 18th - 5:30pm
    "CFP Ethics"



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