Mini Virtual Symposium - Together Towards Tomorrow

    May 13, 2021
    8:30 AM - 12:00 PM
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    Zoom Call



    WElcome to the FPA of Long ISland's
    inaugural Mini Virtual Symposium

    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.

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

    3 Informative General Sessions
    each offering CE Credit

    Digital Symposium journal Featuring our
    Corporate Partners and Sponsors 

    Symposium Agenda 

    THursday, May 13th
    8:30am - 12:00pm

    Session 1

     8:30am - 9:40am ♦ CFP® Board and NYS Insurance Credit
    Beneficiary & Wealth Transfer Planning After the SECURE Act
     Thomas Duncan, J.D. CLU, ChFC, CASL
    Presented and Sponsored by:

    Session 2

    9:50am - 10:50am ♦ CFP® Board Credit
    How to Use SLATs and GRATs for Estate Tax Savings and How Those Savings Could be Used in Retirement
     Stephanie M. Keating, Esq. & Kerri Winans Kaley 
    Presented and Sponsored by:

    Session 3

    11:00am - 12:00pm ♦ CFP® Board Credit
    Impact Investing and ESG Makes a Difference:  Opportunities and Strategies 
    Glen Yelton & Rene Reyna
    Presented and Sponsored by:

    Attendee PRicing:
    Includes 3 General Sessions and Digital Symposium Journal

    FPA-LI member - Early bird pricing through APril 15th - $35

    After April 15th - $50

    Non- FPA-LI member - Early bird pricing through APril 15th - $50

    After April 15th - $100

    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. 

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