Past Meetings

    CFP Board's Code of Ethics & Standard Conduct

    November 18, 2020
    9:00 AM - 11:00 AM

    Zoom Call

    Join us as we discuss 2020's significant changes and how they affect CFP Professionals

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    Attendee Registration - 2020 Virtual Symposium

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

    Zoom Call

    Earn up to 9 CE Credits at our Symposium featuring nationally acclaimed, leading speakers in the Financial Planning profession discussing the latest developments that impact and enhance our profession.

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    Fee Advisory Presents:

    October 01, 2020
    10:30 AM - 11:30 AM

    Zoom Call

    "Has COVID-19 Affected How You Think About Your Own Succession Plan?"

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    NexGen Presents: Financial Planner Career Path and Progression

    September 16, 2020
    5:30 PM - 7:00 PM

    Zoom Call

    No matter what stage of Your Career Path your in, join us to learn from National Renowned Industry Leaders on what Your Next Steps are!

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    The Ins and Outs of College Financial Aid

    September 10, 2020
    10:00 AM - 11:30 AM

    Zoom Call

    Tips every Financial Advisor needs to know to advise Parents on how to start and succeed at the College Financial Aid process

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    Virtual Networking After 5... Cocktails and Conversations and BINGO!

    August 06, 2020
    5:00 PM - 6:00 PM

    Zoom Call

    Still feeling stir-crazy working from home? Connect with Old Friends and Make a Few New Ones! Virtual BINGO prizes include gift cards to Amazon and Starbucks!

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    NexGen Presents: Leveraging Social Media to Grow Your Business

    July 30, 2020
    4:30 PM - 6:30 PM

    Zoom Call

    Learn how Social Media can help you grow your business!

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    July Program Meeting - Divorcing Your Mortgage

    July 16, 2020
    10:00 AM - 11:30 AM

    Zoom Call

    Understand the implications & challenges of how a Divorce Settlement involves real estate, spousal and child support and how they affect Mortgage Financing and Tax Laws

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    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.

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    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.

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    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?

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    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

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    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"

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    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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