WElcome to the FPA of Long ISland's
2020 Virtual Symposium

Tuesday, October 27th,
Wednesday, October 28th, 
And THursday, October 29th 
8:15am to 1:00pm Daily 

Join us for this opportunity to learn from top minds; engage in peer-to-peer learning and discussions including our corporate partners; and come together for the Financial Planning professions most important conversations.

In light of the Coronavirus pandemic, the health and safety of us all is of paramount importance.  And while we would love to see each other in person, we have instead created
an exciting 2020 Virtual Symposium.

This virtual three day event will feature nationally acclaimed, leading speakers in the Financial Planning profession discussing the latest developments that impact and enhance our profession.

This year's Symposium brings together key experts and thought leaders to discuss timely topics across many disciplines of Financial Planning and Practice Management.  No matter where you are in your career or how you practice, you will find stimulating content and sessions relevant to you.

9 Informative General Sessions
each offering CE Credit
(CPE and NYS Insurance Credits will apply to certain sessions)

Symposium journal Featuring our
Corporate Partners and Sponsors 

Gift Certificate for Lunch

Symposium Agenda 

Day 1 - Tuesday, October 27th

"Economic and Financial Market Outlook and Election Implications"
CE Credit
Presented by:  Hilton Capital Management
Speaker: ALexander Oxenham, CFA 

"What is a Cash Balance Plan, Where does it FIt"
Ce Credit • NYS Insurance Credit • CPE Credit
Presented by:  APs Pension and Financial Services, Inc.
Speaker: Stephen Abramson, CPC, CLU®, ChFC®

"An Investment PRofessionals Guide to Information Security"
Ce Credit
Presented by:  American Portfolios Financial Services
Speaker: Steve Krameisen 

Day 2 - Wednesday, October 28th

"2020 Income Tax Update"
CE Credit • CPE Credit
Presented by:  TD Ameritrade
Speaker: Robert L. GOldfarb, CPA, PFS, CGMA®, CFP®, CFE, DBAFA, DBAFE

"The Grey Divorce: Helping Your CLients Protect Assets and Property"
CE Credit • CPE Credit
Panelists:  Moss Kaufman, CFP®, Donna E. LaScala, RFC, CDFA®, CLTC
and Robert Tollin, CRMP, CDLP 

"The Impact of Economic Indicators on The Global Economy
and Global Markets"
CE Credit • NYS Insurance Credit
Presented by:  Prudential Financial
Speaker: Dr. Quincy Krosby

Day 3 - THursday, October 29th

"Navigating Volatility:  Election 2020 and Concentration
Risk in the S&P 500"
CE Credit
Presented by:  Invesco
Speakers: Nick Kalivas and Brian Levitt 

"Pandemic Update in Estate Planning, Assest Protection and
Medicaid Changes"
CE Credit • CPE Credit
Presented by:  Stefans Law Group PC
Speaker: Donna Stefans, Esq.

"How to Swim Your Best Race in Choppy Waters"
CE Credit
Presented by:  Jackson National LIfe Insurance
Speaker: Dr. Kevin Elko

Attendee PRicing:
Includes 9 General Sessions, Lunch Gift Certificate and Symposium Journal

FPA-LI Member - $99

Non FPA-LI Member - $199

Day Rate Available at $40 Member / $80 Non-Member Per Day

Individual Sessions Now Available at $15 Member / $30 Non-Member Per Session

If you are a FPA member of another Chapter, please contact us [email protected] for a promo code in order to receive the member price. 

become a Sponsor

For any questions, please contact Chapter Executive, Elissa Weick at [email protected]
or 516-542-2004

Presenting Sponsors 

Lunch SPonsors 

Mailing SPonsor

Happy Hour SponsoR

Additional Thanks to

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