Past Meetings
Estate Planning Vital Documents & Update: Helping You, Your Family, and Clients be Prepared During the Coronavirus Pandemic and Beyond
June 18, 2020
10:00 AM - 11:30 AM
Zoom Call
Explore the four most important Life Care and Estate Planning documents that no one should live without.
Fee Advisor Round Table "The Client Experience"
June 04, 2020
10:00 AM - 11:30 AM
Zoom Call
A "Client Experience Assessment" to help you determine how client-centric your firm is and offer ideas on how you can continue to enhance and differentiate your firm and services.
Virtual Networking After 5... Cocktails and Conversations
May 07, 2020
5:00 PM - 6:00 PM
Zoom Call
Feeling stir-crazy working from home? Missing the social connections from in-person meetings? Just feeling stressed out and need to unwind with some friends and colleagues who know exactly what you are going through?
COVID-19 Financial Response Webinar Series
April 30, 2020 10:00 AM to May 28, 2020 11:30 AM
Zoom Call
Earn up to 3 CE credits while we provide you with the most up to date Financial Resources to help you and your clients get through COVID-19
Virtual CE Program Meeting
April 08, 2020
10:00 AM - 11:15 AM
Zoom Call
"Financial Communications and Strategies For Navigating Through the COVID-19 Crisis"
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
