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    Financial Planning Association of Long Island

    The Financial Planning Association (FPA) is a community made up of thousands of Financial Planners who are facing the same day to day challenges as you, working together to elevate their individual careers, each other, and the Financial Planning Profession.

    Our most important goal is to help you be the best planner you can be.  Whether your looking to learn and grow, make lifelong connections through our Chapter or build the confidence you need to serve as your clients' most trusted counselor and confidant,
    the FPA of Long Island can be your guide.

    You work tirelessly to transform the lives of your clients, and we want to do the same for you.  We hope you will take this opportunity to join our professional community so that we can get where you're going together. 


    our 2021 Platinum SponsorS

                         



    JOurnal of FInancial planning 

    has gone digital... with the same great thought provoking content!
    Click here to access the Journal of Financial Planning each month.


    2020 Virtual Symposium
    Surviving and Thriving in Times of Crisis:
      The New Normal

    Our first ever virtual Symposium was a huge success and would not be possible without the support of our Sponsors and Members.  Thank you to all will attended and participated.

    View the Symposium Journal here: 



     

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    FPA Sizzle

    5 Financial Planning Strategies to Help Navigate the Current Crisis

    What you need to know about the new Consolidated Appropriations Act of 2021, the likelihood of changes in tax law, the Biden Tax Proposals, Leveraging Annuities in Legacy Planning, and Strategic Roth Strategies.
    March 18, 2021 | 10:00 AM

    Read More  Register Now

    Fee Advisor Round Table ~ The Language of Value: How Financial Professionals Communicate Fees So Price Matters Less

    Fees are on sale. Should you join the discounters, or should you learn how to better communicate your value?
    March 31, 2021 | 9:00 AM

    Read More  Register Now

    5 Steps for CyberSecurity that all Financial Professionals Need to Know

    Learn how data becomes exposed, what threats you and your clients could potentially face, and 5 steps you can take today to protect your online identity.
    April 28, 2021 | 12:00 PM

    Read More  Register Now




     


    We are committed to continue to provide our FPA-LI members and community
    with high quality CE programming without interruption during these unprecedented times. 
    For the foreseeable future, all of our Chapter Program, Fee Advisor and NexGen Meetings and our Annual Symposium will be held virtually on-line with recommendations
    from the CDC, New York State and local authorities.