Online event

FPA of Long Island 2021 Virtual Symposium

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Online

Join us for this opportunity to learn from top minds; engage in peer-to-peer learning and discussions including our corporate partners; and come together for the Financial Planning professions most important conversations.

The health and safety of us all is of paramount importance, so we will once again be holding our Annual Symposium virtually again this year.    

This virtual three day event will feature nationally acclaimed, leading speakers in the Financial Planning profession discussing the latest developments that impact and enhance our profession.

This year's Symposium brings together key experts and thought leaders to discuss timely topics across many disciplines of Financial Planning and Practice Management.  No matter where you are in your career or how you practice, you will find stimulating content and sessions relevant to you.

9 INFORMATIVE GENERAL SESSIONS
EACH OFFERING CE CREDIT
(CPE AND NYS INSURANCE CREDITS WILL APPLY TO CERTAIN SESSIONS)

SYMPOSIUM JOURNAL FEATURING OUR
CORPORATE PARTNERS AND SPONSORS 

UBEREATS GIFT CERTIFICATE FOR LUNCH

IN PERSON, SOCIAL DISTANCED, HAPPY HOUR & NETWORKING
ON WEDNESDAY, OCTOBER 27TH AT THE HERTIAGE CLUB AT 5:00PM

SYMPOSIUM SCHEDULE 

DAY 1 

Session #1
"Economic and Financial Market Outlook:  Preparing for 2022 - Now What?"
Presented by: Hilton Capital Management ♦ Speaker: Alexander Oxenham, CFA
(1) CE Credit

Session #2
"A Financial Professional's Guide to the Changing Tax Environment: 
Tax Efficient Strategies in a Time of
 Uncertainty"

Presented by: Prudential ♦ Speaker: Stephen Gilbert, CFP®, CLU®, ChFC®, RICP®, CRPC®
(1) CE Credit ♦ (1) NYS Insurance Credit ♦ (1) CPE Credit

Session #3
"Hidden Costs of Divorce:  How to Help Your Clients"
Presented by:  Long Island Collaborative Divorce Professionals ♦ Speakers: Catherine Canade, Esq., Aaron Lieberman, CFP®, Alyse Parise, LCSW, and Nannette Watts, CPA/ABV/CFF
(1) CE Credit ♦ (1) CPE Credit

DAY 2

Session #1
"Going Down the Mountain:  Correcting Conventional Wisdom on
Retirement Income Planning"

Presented by: Jackson National Life Insurance Company ♦ Speaker: Jeffrey R. Clark
(1) CE Credit

Session #2
"Life Insurance in Retirement Plans"
Presented by: APS Pension and Financial Services Inc. ♦ Speaker: Stephen Abramson, CPC, CLU®, ChFC®
(1) CE Credit ♦ (1) NYS Insurance Credit ♦ (1) CPE Credit

Session #3
"Estate Tax Changes, Are they Happening?"
Presented by:  Stefans Law Group PC ♦ Speaker: Donna Stefans, Esq.
(1) CE Credit ♦ (1) CPE Credit

Happy Hour - Cocktails and Conversations 
5:00pm at The Heritage Club at Bethpage State Park

DAY 3

Session #1
"Capital Markets Mortgage Update and Ask the Underwriter"
Presented by: Nationwide Mortgage Bankers, Inc. ♦ Speakers: Dr. Melissa Lawler,
Jeffrey Rosato and Robert Tollin, CRMP, CDLP ~ Moderator:  Bob Goldfarb 
(1) CE Credit

Session #2
"Washington Update: State of Politics & Policy"
Presented by: Invesco ♦ Speaker: Andy Blocker 
(1) CE Credit 

Session #3
"Overcoming Adversity: A Navy Seal's Advice on Facing Life's Challenges"
Presented by:  Allianz ♦ Speaker: Phillip Koontz
(1) CE Credit

Topic
Estate Planning
General Financial Planning Principles
Investment Planning
Practice Management
Professional Conduct & Regulation
Retirement Savings and Income Planning
Risk Management & Insurance Planning
Succession Planning
Tax Planning
Professional role
C-Suite
Lead Financial Planner
Tax Planner
Estate Planner
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career