This half day Mini Symposium will offer
Leading Speakers providing 3 CE Credits to Today's Hottest Topics
with Full Breakfast and Networking  

Thursday, May 21st
8:00am - 11:30Am

AGENDA

8:00am - 8:30am
Breakfast Buffet and Networking 

Session 1

8:30am - 9:30am
CFP® Board Credit

Utilizing Annuities Inside Irrevocable Trusts + BlackRock Market Update

Drew Kersh of Transamerica, will discuss the tax advantages of implementing annuities inside of irrevocable trusts and how to set them up the retain
second generation clients.

He will also share topics surrounding inherited IRAs and changes to Secure Act 2.0 along with the taxation associated with inherited nonqualified annuities.
With constant changes to solutions available today, there are numerous ways to mitigate the tax incidence beneficiaries face early on.

Joe Rosenthal of Blackrock, will be giving a market update for advisors utilizing recent data from Blackrock. He will share information from Blackrock’s student of the Market and share trends we’re seeing today from historical data.

Presented by: 

Drew Kersh, Regional Vice President at Transamerica – Long Island
Joe Rosenthal, CRPS, Vice President - Market Leader, Retirement Insurance Group at BlackRock

Sponsored by:

Session 2

9:40am - 10:30am
CFP® Board Credit

Non-Financial (Preparedness) Planning

In the normal course of business with your Financial Planning clients you may advise on issues related to Investment Planning, Estate Planning, Business Success Planning, and Fringe Benefits Planning.

However, there is another type of “Non-Financial Planning” that is also extremely important to protect your clients and their families – physical preparation for events outside of their control – such  as natural disasters and human-induced calamities.
 
This course will provide basic guidance on how to advise clients on preparing for worst-case physical and financial scenarios, and how to potentially integrate this type of planning into your services.

Presented by: 

Jesse Mackey, CEO / Chief Investment Officer, 4Thought Financial Group, Inc.

Sponsored by:

Session 3

10:40am - 11:30pm 
CFP® Board Credit

Using IRC Section 125 to Turn the Tide on Rising Healthcare Cost 

The program focuses on the inflationary cost of healthcare in America today and how combing two compliance/ approved programs can result in greater value and savings to both employers and employees.

It demonstrates that healthcare programs can be brought under financial control without changing your current brokers or your current healthcare companies but through the addition of a section of the ACA program (Section 125)
introduced by Congress in 1978 and modified again in 1984, 2000 and 2004.
The program is insured and fully compliant. It will result in a significant financial saving for employers while increasing the take home pay of employees.

It is currently being employed by Amazon, various healthcare facilities and many smaller employers to increase profits and improve employee stress over the cost of healthcare.  If you or your clients are dealing with the high cost of medical insurance this represents an alternative which must be understood.

Presented by: 

Joseph W. Tucciarone

Sponsored by:

attendee pricing

Includes 3 General Sessions,
Full Buffet Breakfast and Networking

FPA-LI member:    $65
Non-member:       $95

Exhibit Sponsor:

For any questions, please contact Chapter Executive, Elissa Weick
at [email protected] or 516-819-7679