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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.
Fee Advisor Round Table "The Client Experience"
A "Client Experience Assessment" to help you determine how client-centric your firm is and offer ideas on how you can continue to enhance and differentiate your firm and services.
June 04, 2020 | 10:00 AM
Estate Planning Vital Documents & Update: Helping You, Your Family, and Clients be Prepared During the Coronavirus Pandemic and Beyond
Explore the four most important Life Care and Estate Planning documents that no one should live without.
June 18, 2020 | 10:00 AM
Attendee Registration - 21st Annual Symposium and Exhibition
A full day CE Symposium featuring nationally acclaimed, leading speakers in the Financial Planning Profession discussing the latest developments that impact and enhance our profession.
October 29, 2020 | 8:00 AM
Sponsor Registration - 21st Annual Symposium and Exhibition
Here is your chance to meet face-to-face with hundreds of Financial Planning Professionals, Investment Managers, Accountants and Insurance Agents in the LI region who are interested in what you are selling!
October 29, 2020 | 8:00 AM
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