Over 200 Financial Pros Gather in in Woodbury for 20th Symposium

Woodbury, NY; December 6, 2019 – The Financial Planning Association of Long Island (FPA of LI) recently held its 20th Annual Symposium & Exhibition at the Crest Hollow Country Club in Woodbury, NY. The daylong event attracted finance professionals from across Long Island and the tri-state area with dynamic speakers, thought-provoking seminars and a wealth of opportunities for attendees to network and share ideas.

“As the Financial Planning Association of Long Island’s Board President, it is my pleasure to welcome everyone to what has become the region’s premier day of learning for financial planners, investment managers, accountants, insurance agents and others,” said Mark A. Badami, CFP, CTLC, during his opening remarks. “It is essential that our industry continue to set aside and invest time to learn about new products, services and technologies as well as develop lasting relationships with colleagues.”

The event was capped by an energetic lunch presentation by Keynote Speaker Steve Luckenbach, a recognized financial services industry professional. Mr. Luckenbach holds a FINRA Series 7 and 63 registrations. He is also author of the book, Don’t Believe Everything You Think based on his experiences working with and motivating advisors. During his presentation, he challenged those in attendance to understand the importance of the Why? in their lives and careers.

The Annual Symposium & Exhibition’s Platinum sponsor, Jackson National, was joined by Gold sponsors American Portfolios, Financial Services, Inc., Hilton Capital Management / LI Collaborative Divorce Professionals, the Nassau Suffolk Chapter of National Conference of CPA Practitioners (NCCPAP), and Nationwide. Silver sponsors included Advisors Insurance Brokers, Allianz, APS Pension & Financial Services, Inc., Asset Mark / Clark Capital Management, Equitable 1290 Funds, FPA National, Griffin Capital, Innovative Portfolios / Sheaff Brock Investment Advisors, Nationwide Mortgage Brokers, Inc., Prudential Annuities, and United Healthcare.

Guests in attendance were also able to browse sponsors’ displays in the Exhibit Hall where they spoke with representatives one-on-one and gained insights on key issues impacting their practices as well as their clients. Throughout the day, seminars tackled topics that ranged from tax caps and the fixed income investor to IRA mistakes and understanding Medicare, offering qualifying attendees up to eight CE credits. A highlight of the event was a celebration of FPA of LI’s 20th Anniversary Symposium and recognition of all individuals who had been members of the organization for 10 years or longer.

“It was deeply gratifying to be part of such an innovative event,” noted FPA of Long Island Symposium & Exhibition Co-Chairperson Joyce A. Streithorst, CFP®, MSFS, CDFA. “With 15 different informative educational seminars and more than 40 exhibit sponsors, attendees left with important information to share with clients with the ability to move their businesses forward and upward. My esteemed Co-Chair, John A. Baldi, MBA, PFS, CPA, and I want to thank everyone for their participation and contribution to the Symposium and Exhibition, to FPA of LI, and to the profession we all cherish.”

The Long Island chapter of FPA was established to help elevate and educate practitioners in the financial services industry. Through general membership meetings, pro-bono events, advocacy opportunities, networking events, charitable opportunities, a golf outing and the flagship symposium and exhibition, the organization delivers up-to-date and important information that financial professionals need to stay current and help their clients flourish.

About the Financial Planning Association® and its Long Island Chapter

Founded in 1973, the Financial Planning Association has 86 chapters nationally, including its Long Island chapter, which is based at 200 Motor Parkway in Hauppauge, NY. The Association is the principal professional organization for Certified Financial Planners (CFP®), professionals, educators, and financial services providers.

FPA of Long Island is a 501(c)(6) that provides its membership with education and training; standing behind the high standards of professional competence and ethical conduct. FPA of Long Island organizes monthly events and workshops to offer continuing education credits while also keeping members informed of legislative issues, new tax laws and compliance. In addition, the FPA of Long Island hosts its flagship event, the Annual Symposium and Exhibition, offering financial professionals up to eight continuing education credits. For more information, please contact (516) 524-2004 or visit www.fpali.org.

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PHOTO CAPTIONS (photo credit for both pictures are courtesy of Youxi Liu, who grants media permission use of both photos):

• Photo Caption #1: Pictured at Financial Planning Association of Long Island’s recent 20th Annual Symposium & Exhibition from left to right are: Eric Chorney and Stephen Burke, regional vice presidents with Jackson National, receiving an award from FPA of Long Island Symposium Co-Chairperson Joyce Streithorst for their dedication and years of service as Association members.

• Photo Caption #2: Pictured during the Financial Planning Association Long Island’s recent 20th Annual Symposium & Exhibition is its Luncheon that was attended by more than 200 guests.