Past Meetings
March's Program Meeting - POSTPONED
March 25, 2020
8:00 AM - 10:30 AM
Heritage Club at Bethpage
99 Quaker Meeting House Road
Farmingdale, NY 11735
Venue website
"Smarter Social Security" and "Senior Living Advisory Services - Navigating the Journey Many Financial Planners' Clients Will Take"
Networking After 5.... Cocktails and Conversations
March 05, 2020
5:00 PM - 7:30 PM
Waterzooi
850 Franklin Avenue
Garden City, NY 11530
Venue website
Network with your fellow FPA-LI Members and Friends over Complimentary Cocktails
February's Program Meeting
February 27, 2020
5:30 PM - 9:00 PM
Heritage Club at Bethpage
99 Quaker Meeting House Road
Farmingdale, NY 11735
Venue website
The new "Fiduciary Era" for Insurance in New York State and Private Placement Life Insurance Explained
Tax Update Program Meeting
January 22, 2020
8:00 AM - 1:00 PM
Heritage Club at Bethpage
99 Quaker Meeting House Road
Farmingdale, NY 11735
Venue website
Addressing the Tax Cuts & Jobs Act and the SECURE Act and how they are changing the landscape of Financial Planning
