FPA of LI - Program Meeting - May 7, 2014 

Plan to attend the FPA of Long Island's May Program Meeting - our meetings are a great way to meet other chapter members and get more involved in the organization that supports your career. These sessions will offer 2 hours of continuing education credits for New York State Insurance Licensees, in addition to CFP and/or CPA credit. 

Your registration includes networking time (be sure to arrive at 5:30 PM to share a glass of wine with our meeting sponsors), a full dinner and two hours of continuing education.

Part 1:  Equity Indexed Annuities (NYCR-226887)
Presentation by Michael Raymond, Director of Product Research, Prudential Annuities
The purpose of this course is to review Equity Indexed Annuities as part of a retirement portfolio.  The main topics for discussion will be to describe the moving parts and provide a framework for the participants to evaluate and understand these investment options.  The course will also include several case studies to show in practice the implications of the different parts in the annuity structure. 

Part 2.  Commonly Overlooked Tax Strategies (NYCR-245140)
Presentation by Chuck DiVencenzo, JD
Vice President, Advanced Markets, Allianz Life Insurance Company
This presentation will discuss:
--Several commonly overlooked tax strategies that can help financial professionals educate their clients about potential tax savings ideas. 
--Marginal tax brackets, retirement income strategies such as Roth IRA conversions and how the 3.8% Medicare surtax will apply to higher income taxpayers and undistributed net invest income for certain trusts.
--Additional withdrawal and transfer strategies such as early IRA withdrawals, net unrealized appreciation (NUA), split-income annuity strategies, and beneficial IRA tax strategies.

THANK YOU TO OUR MEETING SPONSORS!

Main Sponsor: Tom Lekowski with Bluerock RE
(704) 904-5654 -- tlekowski@bluerockcm.com

Booth Sponsor:  Scott Brown with John Hancock Investments
(516) 669-7980 -- Scott_Brown@jhancock.com

Be sure to come early to speak with them.