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"

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    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

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    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

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    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

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