Financial Planning Association of Long Island

Directions Website Contact the organization

Financial Planning Association of Long Island Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Financial Planning Association of Long Island, Nonprofit Organization, Hauppauge, NY.

The Financial Planning Association® of Long Island (FPALI) is the membership organization and professional home for committed practitioners who want to master the practice of financial planning and help shape the future of the profession.

Don't wait! Get your tickets TODAY and join us at our annual Symposium - Investing in Tomorrow: Advancing Your Practice ...
10/14/2026

Don't wait! Get your tickets TODAY and join us at our annual Symposium - Investing in Tomorrow: Advancing Your Practice & Portfolios. Only two weeks until we meet at the Mansion at Oyster Bay where we will bring together financial planning professionals for a day of valuable education, continuing education opportunities, networking, and insights from nationally recognized and locally respected speakers.

8 CE Credits * Continental Breakfast * Lunch * Happy Hour
$169 per Member - $199 per Non-Member
To register and learn more https://fpali.starchapter.com/meetinginfo.php?id=181&ts=1791989949

Are You Interchangeable Or Indispensable?Technical competence used to be enough to win a client. It isn't anymore.As tri...
08/24/2026

Are You Interchangeable Or Indispensable?

Technical competence used to be enough to win a client. It isn't anymore.

As trillions in wealth pass to the next generation, a divide is forming:
-- advisors who blend together, and
-- advisors who become the one a whole family trusts across generations.

That's The Great Separation, and it's already playing out in prospect and client conversations right now.

This free 3-part series from FPA of Tampa Bay and PSBLTY gives you the frameworks to land on the right side of that divide:
-- how to position and differentiate your brand,
-- how to lead the conversations that actually grow your book, and
-- and how to build a team that consistently delivers the experience you promise.

Aug 25-27, 12:05-1pm ET. Completely free, completely virtual. One registration covers all three sessions.

Register Now
https://inside.psblty.com/the-great-separation

Save the Date!More details to follow!
07/13/2026

Save the Date!
More details to follow!

07/08/2026

Our 2026 Nine & Dine was a blast! THANK YOU to all who joined us... it was a great day! ⛳

⛳🏌️‍♂️ A BIG thank you to our Golf Nine & Dine Sponsors! Wednesday was a great day on the greens because of them. Beau...
06/12/2026

⛳🏌️‍♂️ A BIG thank you to our Golf Nine & Dine Sponsors! Wednesday was a great day on the greens because of them. Beautiful weather, great networking and a ton of fun! ⛳🏌️‍♂️

Our Women in Finance group is pleased to host a casual Zoom Meet-and-Greet to officially welcome our new Committee Chair...
04/23/2026

Our Women in Finance group is pleased to host a casual Zoom Meet-and-Greet to officially welcome our new Committee Chair, Ronit Rogoszinski, CFP®

Join us as Ronit will share her initiatives for our Women in Finance
Committee for 2026 and beyond.

She also wants to hear your input on what you would like to see in the coming months in regards to topics and ideas you
would like the Committee to explore.

Lastly, we will conduct a Round Table Discussion on how building relationships and mentorship have advanced your career
and the lives of the NexGen of financial planners in your network.
Let’s build a stronger connection, community and create ways to support each other!

Please join us via Zoom:
Wednesday, April 29th
8:30am to 9:30am

Please register https://fpali.starchapter.com/meetinginfo.php?id=175&ts=1776184742

Attendance is Complimentary for Members and Non-Members

Address

Hauppauge, NY
11749

Website

Alerts

Be the first to know and let us send you an email when Financial Planning Association of Long Island posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Organization

Send a message to Financial Planning Association of Long Island:

Shortcuts

Share

Category

Other Nonprofit Organizations in Hauppauge

Show All