Attendee Registration - 2020 Virtual Symposium

    October 27, 2020 8:15 AM to October 29, 2020 1:00 PM
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    Zoom Call


    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

    *List in formation