15th Annual Symposium & Exhibition 

Join us for the FPA of Long Island's 15th Annual Symposium & Exhibition on Friday, October 31, 2014, at the Crest Hollow Country Club in Woodbury, NY, brought to you by the Financial Planning Association of Long Island, our sponsors and our hard working committee members!

Register Now! 

TOP 5 REASONS TO ATTEND

1. You are a PROFESSIONAL.  Our topics are current, in the news and timely.  A great source for disc ussion with your clients. 
2. This is the most Comprehensive Financial Planning conference on Long Island. Our speakers will be leading discussions on a variety of topics - including tax updates, investment themes for 2014, retirement planning, long term care planning, estate planning, social security and more. You can't get this anywhere else!!
3. Network with your peers - the top planners, advisors and industry vendors in our region attend this event - develop new business relationships, friendships and business partnerships. 
4. Earn up to 8 hours of continuing education for CFPs and CPAs; and up to 5 hours of NYS Insurance credits. 
5. YOUR attendance supports your FPA Chapter!

AGENDA AT A GLANCE

Pre-Conference       Federal and New York Individual Income and Estate/Gift Tax Landscape
8:00 - 9:00 AM         Richard Bloom, CPA, PFS, MST and Michael Rudegeair, CPA, CFP(R)
                                 Weiser/Mazers LLP

Opening General Session
9:00 -10:00 AM        Investment Themes for 2014 
                                 Matthew S. Baker, CFA - Capital Markets Strategist , Fidelity Investments

11:00 - 11:50 AM     Breakout Session 1 - Choose 1
                                 1. Asset Protection: Elements and Strategies for Safeguarding Wealth 
                                     (NYCR-245139) - Waldean Wall, Allianz
                                 2.Managing Healthcare Costs in Retirement (NYCR-245573) - Gretchen Miller, 
                                    Prudential Annuities
                                 3. Advisors Gamma - How intelligent financial planning decisions can result in 
                                     better retirement income outcomes - Peter Dugery, Morningstar
                                 4. Elder Law and Estate Planning: The Basics and Beyond - Ronald Fatoullah, Esq.

12:20 - 1:10 PM       Breakout Session 2 - Choose 1
                                 1. Planning with Social Security (NYCR-236417) - Peter Chandler, 
                                     ICON Investments
                                 2. Dynamic Retirement Spending Strategies - Maria Bruno, CFP(R), Vanguard
                                 3. Reverse Mortgages as a Retirement Planning Tool
                                     Robert Tollin, Mortgage Lending Direct
                                 4. Investment Strategies-Focus on the Fundamentals of the Future
                                     Anthony Camilleri, American Funds

Luncheon Keynote   Quality of Life
1:40 - 2:40 PM         John Diehl, CFP(R), CLU, ChFC - HartfordFunds

3:10 - 4:00 PM        Breakout Session 3 - Choose 1
                                1. Planning Opportunities with IRAs and Qualified Plans (NYCR-236870)
                                    Tom Duncan, JD, CLU, ChFC, Nationwide (NY Insurance CE)
                                2. Invest in Real Estate Like an Institution - Rich Rydzik , Walton International
                                3. Buying and Selling a Financial Practice - Brian Grise, NEXT Financial
                                4. Sustainable Investing Not Yesterday's Socially Responsible Investing 
                                    Andrew Friedman, CFP(R)

Post Conference Sessions - both offer NYS Insurance CE
4:10 - 5:00 PM         The Changing LTC Planning Spectrum: A Case Study Review (NYCR-245243)
                                 Bob Vandy, New York Long Term Care Brokers (NY Insurance CE)

5:10 - 6:00 PM         Estate Planning with Annuities (NYCR-237105)- Christopher Lynn, Lincoln Financial