Thank you to our Platinum Sponsors United Healthcare & Jackson National
Message from FPA LI Chapter President, Mark Badami
Four Pillars of the FPA Long Island
These truly are exciting times for the FPA Chapter of Long Island! I look forward to being a part of the continued success and forward movement of this organization. The Board and I are committed to leading FPA LI in a direction that allows for our members to grow professionally, through education on today’s most pressing topics and networking, allowing you to provide the highest level of service to your clients.
I thought in my first newsletter as President of the FPA of Long Island, this would be a good time to reinforce the many reasons why you should continue to be a valued member of this fine organization. Too many times I have heard people who are not members of the FPA say, “Why should I join, I don’t see the value?” To that I say, “Shame on you!” There are many things that the FPA Chapter of Long Island brings to the table, I like to call them the
Four Pillars of the FPA LI.
Pillar 1 - Charitable Intent
… Each year we give back to the community by hosting or supporting other organizations, such as
National Association of CPA Practitioner’s Ellen Gordon CPA 4(a): Cause 5K Run/ Walk in June at Eisenhower Park,
with the proceeds benefiting Island Harvest. This year we will also participate in a “Build Day” for Habitat for Humanity. We hope many of you will join us and show off your house building skills. Please continue to check our website for dates and more details.
Pillar 2 – Advocacy Program
.. In response to a request from the National FPA, our local chapter has developed a new Board Position. Allow me to welcome Joyce Streithorst, CFP®, MSFS, CDFA as our new Advocacy Chair. She has hit the ground running and has already arranged for us to visit with state law makers in Albany on
Tuesday, May 14th
for our first
NYS Advocacy Day.
In addition, Joyce has also made arrangements for our chapter to join FPA National as they meet with federal law makers in Washington, D.C. on
Wednesday, June 5th and Thursday, June 6th.
We welcome those members who would like to accompany us to Washington. This is a great opportunity to meet our representatives and voice your opinions on today’s issues. The FPA LI chapter will be providing transportation to both locations. Moreover, any member who has relationships with these law makers, please reach out to us. We would like to know who you are and who you know.
Pillar 3 - Program Meetings
… One of our strongest points and is headed by two dynamos in the industry, Larry Sangirardi, CFP® and Cliff Walsh, CFA. Our chapter promises no less than eight (8) program meetings offering at least two (2) credit hours per workshop. So far, in January we hosted our traditional
“Understanding the New 1040”
course. The meeting was especially helpful to understanding how the New Trump Tax Plan will affect our clients. In February, our very own Pro Bono Chair, Dan Mazzola, CFP®, presented, and simulcasted in two locations, Garden City and Holbrook, on
“Smarter Social Security”
This was a broad overview of the Social Security program as it pertains to retirees and their beneficiaries, while emphasizing spousal and survivor benefits. The auxiliary benefits were examined, and attendees learned how to optimize payouts using a simple strategy for their clients. It was truly a dynamic presentation! The March 27th meeting was two-fold,
Medicaid and Protecting the Homestead
Divorce Planning – Mediation vs Litigation
. The speakers, both attorneys, shared their knowledge to offer 2 CE credits to attendees. Keep a look out for the invitation to the next chapter meeting on
Wednesday, April 17th.
Pillar 4 – NexGen Committee
.. Our final pillar is our commitment to our younger members. This Committee is being led by one of our newest member of the FPA LI Board of Directors, Youxi Liu, CFP®, CPA. Youxi has committed to increasing awareness to our younger professionals about what the FPA LI has to offer. One of the biggest draws to young professionals, is our Mentorship program. What better place for a young advisor to meet up with more seasoned advisors and ask them questions pertaining to the business? This is also a big part of the business succession plan that some of our members who are close to retirement age might be looking into. It can assist them in assuring that their clients are well taken care of once their book of business is sold. Our NexGen committee, has the ability to help our chapter grow and prosper.
And that is not all that we do! One of our favorite programs is the
FPA LI Annual Scott Hirschbein Memorial Golf Outing.
Where else can you play a round of golf, have breakfast and lunch for $185? The outing will be held at the
Wind Watch Golf & Country Club in Hauppauge on Monday, June 3rd.
This year’s Golf chair is Stephen Conroy. Steve is also FPA LI’s Director of Membership. Steve is doing a spectacular job coming up with great ideas for what will prove to be one of our best Golf Outings yet. The event fills up fast, so don’t hesitate to sign up as soon as possible.
Let’s not forget about our ever improving and motivating
FPA of Long Island Annual Symposium & Exhibition
This year will mark our 20th year of hosting this momentous event. Last year we had such speakers as NASCAR’s Legend, Jeff Gordon talking about what retirement looks like for a NASCAR driver, and Mountaineer Alan Mallory shared what it takes to climb one of the world’s tallest and most technical peaks. Both presentations were dynamic and motivating. This year the Symposium will be held at the
Crest Hollow Country Club in Woodbury on Wednesday, October 30th
Chaired by two incredibly creative individuals, John Baldi, CPA and Joyce Streithorst, CFP®, this event will be brought to a new level that has not been seen before. Anyone who would like to contribute ideas can get involved by joining the Symposium Committee. Keep a watchful eye out for the next committee meeting reminder emails. Having chaired this event the last two years, I can tell you first hand that this is truly a rewarding experience.
Membership Committee Chair,
has his work cut out for himself. This year we set a goal of Membership in our chapter to 400! An increase of 50 new members! Please make a point to join us at our next Membership Drive to not only mix and mingle with fellow and prospective members, but to find out how you can get $50 off next year’s membership just by referring a new member. Know anyone new to the Industry? Encourage them to join!
The FPA Spring Membership Drive is going on through April 30th, offering new members a savings of $200 off membership dues!
Fee Advisory Group
is being chaired by new Board Member, Dominic Privitera, CFP®, CRPC®.
This elite group is where Fee only professionals get together to brainstorm different ideas about business as well as discuss economic trends and forecasting ideas in a small group setting. If you are interested in attending one of these meetings, you need to act fast when you see the email. Space to the Fee Advisory Group meetings are limited to only 25 members. Check the website regularly for dates and locations.
It would be remiss of me if I didn’t recognize the following people who work tirelessly for the FPA LI on a daily basis. Our Past President and current Chairman of the Board, Craig Ferrantino, CWS® . Craig has helped shape and guide this organization in many ways through the years with his leadership. We truly appreciate his support and all that he has done to keep us moving forward. Our Chapter Executive, Trish Cimpric, works many hours a week to keep the FPA LI membership informed of what’s happening each month and keeps things moving in a timely manner. Michelle Blair, RFC is our chapter Secretary. A truly thankless job and she does it well with her great guidance and wisdom. Lastly, our Chapter Treasurer, Scott Sanders, CPA is a terrific example of what hard work is to a volunteer board. His standard is to always remain busy and never let the dust settle.
Thank you to all for your commitment to our organization and thank you for your voices which help shape our Chapter. We hope to see many of you throughout the year at our many chapter events and guarantee you will have fun, be educated on current trends, and move your business forward. Check our website often
or information on upcoming events.
Remember, if someone asks you, “What does the FPA do for you?” the answer is simple… just explain the Four Pillars and tell them to join us today!
Have a great year!
Mark A. Badami, CFP®
FPA SPRING MEMBERSHIP DRIVE
Three Reasons To Join By April 30
1. Join thousands of your fellow financial planners–and your professional home.
2. Become your best you: learn and grow, make a difference and serve your clients as the best planner you can be.
Save $200 on CFP® Professional and Allied Professional memberships with code
Discount applies to new CFP® Professional and Allied Professional membership types only.
Offer expires April 30, 2019.
Save the Date!!
May 16th - General Membership Meeting -
Learn how to Navigate the OneFPA website, discover what resources are available to members, discounts to apply for, knowledge circles and Media Training from FPA Public Relations Director, Ben Lewis.
MORE INFORMATION TO FOLLOW
2019 FPA LI
FPA LI’s 20th Annual Symposium
Wednesday, October 30, 2019
Crest Hollow Country Club, Woodbury, NY
The Symposium & Exhibition is our organization’s flagship event where you can meet face to face with hundreds of financial planning professionals in the Long Island region to showcase your products/ services. The impact you can make on attendees and the exposure you receive can lead to lasting benefits for you and your organization.
Four Partnership Levels: EARLY BIRD DISCOUNTS AVAILABLE
Platinum Sponsorship - $3,960 thru May 31, 2019.
$4,400 if Registered and Paid after May 31st
- All-inclusive Partner Program including:
- Year-long exposure to chapter members at ALL chapter events PLUS
- Prime exhibit space with recognition at the Symposium and registration for 4
Gold Sponsorship - $3,510 thru May 31, 2019.
$3,900 if Registered and Paid after May 31st
- Speaker presents at General Session at the Symposium
- Prime exhibit space with recognition at the Symposium and registration for 2
Silver Sponsorship - $2,000 thru May 31, 2019.
$2,500 if Registered and Paid after May 31st
- Speaker presents at Breakout Session at the Symposium
- Exhibit space with recognition at the Symposium and registration for 2
Bronze Sponsorship -
$750 thru May 31st.
$999 before August 31st.
Full Price starting September 1s
- Exhibit space with recognition at the Symposium and registration for 2
Meet the Experts and Learn Industry Secrets
Fee Advisor Group
The Fee Advisor Group
meets 3-4 times a year for dinner and open discussion regarding the business of being a "fee only" Advisor.
Next Meeting is on
Wednesday, May 22, 2019 at the Radisson Hotel,
110 Vanderbilt Motor Parkway, Hauppauge, NY
5:30 PM - 8:30 PM
You are invited to submit topic ideas to the Director of the Fee Advisor Group, Dominic Privitera at
Meetings are limited to 25 attendees
FINANCIAL FITNESS DAYS offered by the FPA LI
The Pro Bono Committee,
monthly financial fitness workshops for those in financial need and prepares tax returns for veterans and their families.
Volunteer at the Next
Financial Fitness Day
Saturday, April 13th at the Lindenhurst Library from 10:00 AM - 2:00 PM
Contact Director of Pro Bono:
Dan Mazzola at dgmazzola
NOW OPEN for our
FPA DC Advocacy Day!
Find out more about the
Annual FPA Advocacy Day
in Washington, D.C. in June. FPA National has done all the heavy lifting by providing you with:
- Appointments with the offices of your Members of Congress
- Online logistics and policy training
- Materials and badges
- Networking dinner and breakfast briefing
- Access to FPA PAC reception with invited Members of Congress
SAVE THE DATE!!
NYS Advocacy Day in Albany – Tuesday, May 14th - More information to follow
FPA of LI's Annual Scott Hirschbein Memorial Golf Outing
– June 3, 2019 Wind Watch Golf & Country Club
FPA LI 2019 Golf Partnership Packages
Foursome - $740, 4 golfers for 18 holes of golf, includes Breakfast & Lunch.
Individual Golfer - $185
Breakfast sponsor - $500 (2 available)
- signage at event during Breakfast.
- 10 Minute presentation at Lunch.
Lunch Sponsor - $1000
- signage during lunch.
- 15-minute presentation at Lunch.
Registration Sponsor – $1000
- supply promotional cooler bags with your company logo to all attendees (150).
Tee Sign - $125 or 6 Boxes of Golf Balls, company sign displayed on golf course.
Raffle Sponsor – Donate an item for the raffle – company recognition during event.
Contact Patricia at 516.542.2004 for more information
Earn CE Credits at FPA LI Program Meetings!!
March Program Meeting offered 2 Presentations. 1st was on
Mediation vs Litigaton. Attorney, Jennifer Sparacino discussed the benefits of mediation and the challenges of litigation, advising the attendees of the financial pitfalls that divorce has on clients. Attorney, Steven Kramer, who is an annual speaker at the FPA LI Annual Symposium & Exhibition, once again provided us with an engaging presentation on
Medicaid and Protecting the Homestead. Steven shared his knowledge of the various options clients have to protect their assets in their senior years.
The next program meeting is scheduled for April 17th and will be on
Compliance & The RIA Platform
The Meeting will take place at:
145 Pinelawn Road, Melville from 8:30 AM - 11:30 AM.
Please keep an eye out for the invitation.
Save the Date for Upcoming Meetings:
June 19th -
Life Insurance Credits
Meet The New Members of the FPA LI Board of Directors
FPA LI Director of Advocacy
Joyce Streithorst, CFP®, MSFS, CDFA
oyce began her career in the financial industry in 1992. She is currently the Director of Financial Planning for
Frisch Financial Group
. Joyce has been a member of the FPA LI since 2006. She has attended numerous FPA LI events, sat on a number of committees and is also co-chairing our chapter's flagship event, The Annual Symposium & Exhibition this fall.
FPA LI Director of the Fee Advisor Group
minic V. Privitera, CFP®, CRPC®
Dominic began his career in the financial industry in 2000. He is the Owner, Wealth Manager at
Total Wealth Planning LLC
. Dominic has been a member of the FPA LI since 2014. He has attended numerous FPA LI events, specifically the Fee Advisor Group. His expertise in the industry will prove to be valuable when choosing topic discussions.
FPA LI Director of NexGen
Youxi Liu, CFP
, CPA PFS
Youxi began her career in Finance in 2009 in China. She came to the United States to study at The College of William and Mary.
Youxi is an Accountant with
Federmann Financial Advisors
since 2013. She has been a member of the FPA LI since 2015 and has been on both the NexGen and the Symposium committees.
Check out the Resources Offered by OneFPA
FPA LI will participate in Habitat for Humanity's
Sponsor For A Day program this June.
SPONSOR FOR A DAY
, our members will assist in the building process of affordable homes.
Stop by the registration table at the next FPA LI meeting to see how you can help be part of this program.
Be Part of the FPA LI by joining one of the committees:
- Youxi Liu, Director of NexGen committee is growing and recruiting members of the financial community under 40. Take a look at the NexGen Facebook page to see what the committee has been up to. Link to Facebook event. Https://www.facebook.com/events/163701197576563/
- Larry Sangirardi and Cliff Walsh, Directors of Programs, and along with the program committee have been busy planning the calendar for the 2019 program meetings. Each year chapter meetings are offered to earn CE credits. The committee is working to continue to provide educational opportunities through out the year.
- Stephen Conroy, the Membership Committee Chair, is continuing to share the value of FPA LI membership and recruit new members. Bring a new guest to one of the FPA LI meetings or events and you will have a chance to win a $50 Amazon gift card!
- Dominic Privitera, Director of the Fee Advisor Group, this group meets 3-4x a year. The 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 an annual Financial Fitness Day in October.
- John Baldi and Joyce Streithorst, Directors of the Annual Symposium & Exhibition, and their committee meet monthly to coordinate our annual flagship event on October 30, 2019
- Joyce Streithorst, Director of Advocacy, updates the chapter on news regarding possible legislation or regulatory developments in our state.
A Big Thanks to the committees for volunteering their time in planning the many programs and events that are offered for our Chapter. The FPA LI strives to keep our members educated and informed.
Continue to view the website for upcoming events in 2019.