A Message From The Chapter President,
Craig J. Ferrantino
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Congratulations to our FPA Long Island members! You survived the first major tax haul since the 1980s! This is a great time to talk to clients, the press, and anyone else who would listen and let them know what you as a CFP, CPA, or Affiliated Professional thinks about this change and how it may affect them. Clients need us more than ever to help guide them through these significant changes!
Our Chapter has had some insightful events of late, from our Microsoft Cyber Security workshop to our Monthly Membership meeting on Social Security planning and Medicare Facts.
Thanks to our program committee Larry Sangirardi and Cliff Walsh for planning the Chapter Meeting at a new venue, the Radisson Hotel in Hauppauge, and Board Member Dan Mazzola and Doreen Marino for presenting the topics for the evening. Not only was the presentations great, the food and service was great as well!
The Board of Directors and I have reviewed the 2017 financials of our FPA LI Chapter. I happy to share that our chapter is becoming more healthy than in the past and we are thankful to all of the BOD and our accountant
Scott Sanders
for his sage bookkeeping.
The past month’s Journal of Financial Planning asks
What inspires you? What makes you want to be the best you can be in your career, your family or your community? As financial professionals we help people achieve their goals, their balance with finances which reflect the balance in their lives, we are Life Planners. George Kinder, known as the
father of the life planning movement
states that “Life Planning is financial planning done right.” He believes “life Planning is fundamentally a listening skill” along with mindfulness; and you can’t be a life planner unless you yourself are
living your plan.
Let the FPA help you live your plan and be the best you can be in your professional and personal life. Attend the chapter meetings and the Symposium to earn CE credits, network with your colleagues at the Fee Advisor Group, Social Events and the Golf Outing. Know any newcomers to the industry? Encourage them to attend a NEXGEN meeting. (They don’t have to be an FPA member to attend).
Live your Life Plan!
By the way, were you ever published, interviewed or filmed? Let us know and we will share your success with the membership.
Thank you for your support, and I hope to see you at the next FPA event!
Sincerely,
Craig
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The Microsoft Workshop on February 6th on
Cybersecurity for Your Business,
taught us how to Protect, Detect & Respond!
Join us for the next workshop in May
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SAVE THE DATES!!!
OCTOBER 18, 2018
19TH ANNUAL SYMPOSIUM & EXHIBITION
We listened to you! This date was strategically picked to be after the final tax filing date.
Our Symposium Committee Chair and incoming FPALI president Mark Badami has started meetings for the 2018 FPA LI Symposium. Feel free to get involved planning this year’s Symposium by attending the next committee meeting.
Volunteers are needed!
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FPA LI Annual Golf Outing
Monday, June 4, 2018
Wind Watch Golf & Country Club
Hauppauge, NY
We are pleased to announce this year’s Golf Committee: Co-Chairs John Baldi and Steve Conroy joined by new FPA LI member: Brian McCormick.
Keep a Look out for information on a Golf Clinic.
Learn to play prior to the outing.
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Thank you to
Intercontinental Capital Group, Transamerica, and Delaware Funds
for sponsoring the February Chapter Meeting!!
Also thank you to Daniel G. Mazzola, CFA, CPA, CFP
& Doreen Marino, MBA, for their presentation on Social Security and the Basics of Medicare.
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Attend the NexGen Study Group
Monday, April 23, 2018
f5:30 pm to 7:30 pm
Forest Hills Financial Group
200 Broadhollow Rd, Suite 405
Melville, NY 11747
There will be discussions on the following topics:,
1. On-boarding a new client: Process, workflow, expectations set
2. Where do you see yourself in 5 years and what are you doing to get there?
RSVP on Facebook
Share with your new colleagues - No need to be a member to attend
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March Chapter Meeting has been Rescheduled to:
April 25, 2018
Earn 2 CE Credits
Integrating Home Equity into a Retirement Plan
&
Estate Planning - The Different Types of Trusts
RXR Executive Park
58 South Service Rd, Melville, NY 11747
8:30 AM - 11:30 AM
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April 19th - 5:00 PM - 7:00 PM
NETWORKING EVENT AT INSIGNA - Have some fun with your peers a this popular Steak & Sushi Restaurant in Smithtown
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Fee Advisor Meeting
Wednesday, May - TBD
5:30PM - 8:30PM
The Fee Advisor Group meetings are structured to encourage dialogue and networking among advisors. Each Meeting offers a variety of topics
pertaining to the group.
Del Frisco's Grille
160 Walt Whitman Road, Suite 1108B
Huntington Station, NY 11746
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Be Part of the FPALI by joining one of the committees.
NexGen
committee is growing and recruiting members of the financial community under 40. Brian Trugman and Sara Stollberger bring a new energy and a new generation of financial professionals to be part of the FPA LI. Take a look at the NexGen Facebook page to see what the committee has been up to.
Link to Facebook event..
Larry Sangirardi, Director of Programs,
and along with the program committee have been busy planning the calendar for the 2018 program meetings. This past year numerous chapter meetings were offered to earn CE credits. The committee is working to continue to provide educational opportunities in the coming year.
Stephen Conroy, the Membership Committee Chair
, is spearheading a referral campaign and POP (PAY ONE PRICE) Combo Pass opportunities. The referral campaign simply involves bringing a guest to one of the FPA LI meetings or events and you will have a chance to win a $50 Amazon gift card!
John Baldi, Director of the Fee Advisor Group,
is finalizing the meetings for 2018. This group meets 3-4x a year. This meetings are structured to encourage dialogue and networking among advisors.
Daniel Mazzola, Director of the Pro Bono Committee,
along with
Rich Bergen
provides
monthly financial fitness workshops for those in financial need, prepares tax returns for veterans and their families and holds annual Financial Fitness Day in October.
Mark Badami, Director of the Annual Symposium & Exhibition
, and his committee will begin meeting in January to coordinate our annual flagship event that will be on October 18, 2018.
I continue to thank the committees for volunteering their time in planning the many programs and events that are offered for our Chapter. The FPA LI strides to keep our members educated and informed. Continue to view the website for upcoming events in 2018.
www.FPALI.org.
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We also have our upcoming events posted on our website
www.fpali.com
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