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
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.
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?"
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!
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
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!
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!
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
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
