17th Annual Symposium & Exhibition

Join us for the FPA of Long Island's 17th Annual Symposium & Exhibition on Friday, October 28, 2016, 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!

AGENDA AT A GLANCE

General Session 2016 Tax Planning Tips and Updates
8:00 - 9:00 AM Tom Duncan, JD, CLU, ChFC - Nationwide Financial

General Session     IMPACT: Why Shoud I Care? Let the Experts Share - A Panel Discussion
9:00 - 10:00 AM     Panelists: Katherine St.Onge with Calvert Foundation, Jim Lumberg of Envestnet,
                                   Jon Hale of Morningstar and Amr Addas of Concordia University
                                   Moderator: Steve Distante, Vanderbilt Financial Group

10:00 - 11:00 AM Continental Breakfast With Partners in the Exhibit Hall

11:00 - 11:50 AM   Breakout Session - Choose 1
                                 1. Changing Client Solutions for a Changing LTC World (NYCR-252845)
                                 2. The Importance of the Reverse Mortgage and 7 Ways to Use
                                       it as a Financial Planning Tool
                                 3. Alternative Investments: Why Investors Want Them & Why Advisors Need Them
                                 4. Opportunity or Obsolescence

11:50 - 12:20 PM Coffee Break With Partners in Exhibit Hall

General Session Is A Bear Hibernating? (NYCR-245685)
12:20 - 1:10 PM Edward F. Keon, Jr. - Managing Director and Portfolio Manager of QMA

Luncheon Session Market Perspectives
1:10 - 2:40 PM Allen Sukholitsky, CFA - Goldman Sachs

2:40 - 3:10 PM Dessert and Coffe With Partners in Exhibit Hall

3:10 - 4:00 PM        Breakout Session - Choose 1
                                1. Rollovers in a Regulated Environment (NYCR-246647)
                                2. Are Long Term Care Needs Creating a Hole in Your Tax and Estate Planning?
                                     The Long Term Care Dilemma - New Developments in Long Term Care
                                      Planning That Can Affect You

4:10 - 5:00 PM        Breakout Session - Choose 1
                                 1.  Benefiting from Historically Low Interest Rates - NYCR-238417
                                 2. Guiding Clients Through Long Term Care - What Financial Professionals
                                       Should Know to Continue to be a Resource for Their Clients

General Session    Mind Over Markets -
                                  Understanding the Challenges and Opportunities of Investor Behavior
5:10 - 6:00 PM       Jessica Skolnick, CFA, Directory of Advisory Research
                                 American Portfolios Financial Services

Each session has been accepted by the CFP Board to offer 1 continuing education credit; all sessions offer 1 continuing education credit for CPAs; and 4 sessions are approved for NYS Insurance credit (they are the ones with the NYCR course number listed)