LIAFPN

﻿2023 Pension update Seminar & Breakfast
2023-01-11 08:30 - 10:30 (America/New_York) | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
CPE Credits available for all CPA’s who attend!
CFP Credits available for Certified Financial Planners who attend!
We are happy to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, January 11th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Qualified Retirement Plan Design for Business Owners!
We are honored to have Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, share ways business owners can withstand the headwinds generated by the current environment while maintaining the ideal qualified retirement plan design for their business.
Topics covered will include:

Benefits of Qualified Retirement Plans

Maximize tax deductions for owners
Asset protection
Recruit and retain staff

2023 IRS Plan Limits

Types of Qualified Retirement Plans

Defined Contribution Plans – Laying the Foundation

401(k) Plans
Traditional 401(k) – Immediate tax deduction / tax-deferred growth
Roth 401(k) – Tax-free growth and withdrawal
ADP testing and top-heavy testing
Safe Harbor designed-based alternative to ADP testing
Profit Sharing Plans – Flexible New Comparability (Age-Weighted) Contributions

Defined Benefit Plans – Maximizing Tax Deferral for Business Owners

Traditional Defined Benefit Plans – owner/spouse only
Cash Balance Plans – businesses with staff

Legal Update – SECURE Act, etc.

Future Trends – How they will impact business owners

Don’t miss this opportunity. Seating is limited, so RSVP as soon as possible.
To confirm attendance, please click here

January 2023: Business After Hours!
2023-01-18 17:30 - 20:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
2023 has arrived! Time to celebrate with another fun in-person gathering. Let’s connect over Happy Hour!
Please join us on Wednesday, January 18th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

2023 LTC & Reverse Mortgages Seminar & Breakfast: An LIAFPN Gathering!
2023-02-08 08:30 - 11:00 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
We are thrilled to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, February 8th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Reverse Mortgages & Long-Term Care Protection Strategies.
Tim Kennedy, Certified Reverse Mortgage Professional and host of “It’s Just A Mortgage” radio show, will provide an overview of reverse mortgage options. He will discuss how a reverse mortgage equity line of credit can assist homeowners over the age of 62 to age in place and maintain financial independence. Additionally, he will cover long-term care protection strategies as well as the legal and financial impacts of loan options.
We hope you can make it! Please let us know by clicking here to confirm your attendance. We look forward to seeing you!

Business After Hours - February 2023!
2023-02-22 17:30 - 20:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Hope everyone is enjoying their February! Let’s celebrate with another fun in-person gathering. Let’s connect over Happy Hour!
Please join us on Wednesday, February 22nd at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

2023 ACLD Poker for a Purpose Kickoff Event
2023-03-01 18:00 - 20:00 | Simplay in Hauppauge
Join us on Wednesday, March 1st at 6 pm for the 2023 ACLD Poker for a Purpose Kickoff Event at Simplay in Hauppauge!
There will be complementary simulator games & hors d’oeuvres and an opportunity for extra chips & casino dollars if you register for the #PokerForAPurpose event in May.
Register below to experience this fantastic evening of networking and fun while supporting ACLD and its mission to provide opportunities for children and adults with autism, learning & developmental disabilities
Register here

2023 Social Security Benefits Seminar & Breakfast: An LIAFPN Gathering!
2023-03-22 08:00 - 11:00 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
Hosted by Ken Fish & Brian Doherty
Sponsored by NAIFA

We are thrilled to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, March 22nd at 8:00 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Social Security Benefits.
Ken Fish, Regional Vice President for Touchstone Investments, & Brian Doherty, a nationally-recognized authority on Social Security claiming strategies and a speaker and media commentator, will provide the ins and outs of when to take social security benefits.
We hope you can make it! Please let us know by clicking here to confirm your attendance. We look forward to seeing you!

Live Event: Business After Hours!
2023-04-26 17:30 - 20:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Hope everyone is enjoying their April! Let’s celebrate the end of tax season with another fun in-person gathering and connect over Happy Hour!
Please join us on Wednesday, April 26th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

Is your Buy-Sell Causing Your Estate Plan To Be Taxable?: An LIAFPN Gathering!
2023-05-31 08:00 - 11:00 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
Hosted by Gregory Matalon & Robert Barnett
Featuring a Prelude by Neil Himmelstein & A Discussion with Phil Kanyuk

We are thrilled to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, May 31st at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level. This meeting is especially designed for financial professionals, attorneys, and CPAs.
We will have the pleasure of having four distinguished speakers discussing three crucial topics:

Does Your Business Have a Will? Bringing up the Conversation and Prospecting Your Business Clients – A Prelude by Neil Himmelstein

Is Your Buy-Sell Causing Your Estate Plan to Be Taxable? – Our esteemed attorneys, Gregory Matalon and Robert Barnett, will delve into recent court decisions concerning taxation and alternative planning

The Need for Business Evaluations – A concise yet informative discussion presented by Phil Kanyuk

We hope you can make it! Please let us know by clicking here to confirm your attendance. We look forward to seeing you!

LIAFPN Event: Business After Hours! - Bijou
2023-06-14 17:30 - 20:00 | Bijou, 400 Broadhollow Road, Melville, NY, 11747, United States
Wishing everyone a joyous start to June! Let’s welcome the arrival of summertime with an exciting in-person get-together and bond over a Happy Hour!
Please join us on Wednesday, June 14th at 5:30 PM at Bijou located at 400 Broadhollow Rd, Melville, NY 11747
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

Banking Industry Insights and Relationship Building: An LIAFPN Breakfast!
2023-06-21 08:00 - 11:00 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
We are thrilled to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, June 21st at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level for breakfast and a discussion on the banking industry.
We will have the pleasure of having three distinguished speakers with us!

Peter Manzi – City National Bank
Steven Frisenda – Webster Bank
Alan Cohen – Bank of America

Our seasoned professionals will provide deep insights into the current trends in the banking industry and the significance of maintaining strong banking relationships.
These experienced private bankers will share their wealth of knowledge to help you better understand the dynamics of the banking industry and why fostering a robust banking relationship is vital in today’s economic climate.
We hope you can make it! Please let us know by clicking this link to confirm your attendance. We look forward to seeing you!

Business After Hours! at The Refuge
2023-07-12 17:30 - 20:00 | The Refuge, 515 Broadhollow Road, Melville, NY, 11747, United States
Wishing everyone a happy July! Let’s celebrate summertime with an exciting in-person get-together and bond over a Happy Hour!
Please join LIAFPN on Wednesday, July 12th at 5:30 PM at The Refuge located at 515 Broadhollow Rd, Melville, NY 11747
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

ChatGPT Is Here: An LIAFPN Breakfast
2023-07-26 08:00 - 10:00 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
Please join LIAFPN on Wednesday, July 26th at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level for breakfast and a discussion on ChatGPT.
We will have the pleasure of having a very distinguished speaker with us!

Rob Fishman – Sandler Training

Rob will provide deep insights into ChatGPT, and what AI means for the future of businesses.
We hope you can make it! Please let us know by clicking here to confirm your attendance. We look forward to seeing you!

Harrison's Trail: Memorial Golf Outing for Harrison Frisenda
2023-08-21 | Wind Watch Golf & Country Club, 1715 Motor Pkwy, Hauppauge, NY, 11788, United States
On Monday, August 21st, 2023, our friend and valued LIAFPN member Steven Frisenda will be hosting a Memorial Golf Outing at Wind Watch Golf & Country Club for his son, Harrison Frisenda.
All funds raised will go towards Harrisons Trail Inc. and will be funding annual scholarships for the Sachem School District in Harrison’s honor.
Additional funds raised will support Horse Ability Center for Equine Facilitated Programs, improving lives of children and adults with special needs.
For more information, or if you’d like to support, please contact Steven Frisenda using the details below.
Wind Watch Golf & Country Club
1715 Motor Pkwy Hauppauge, NY
Email Steven Frisenda: harrisonstrail@gmail.com
Call Steven Frisenda: 631-681-0493

Retirement Plans for Small Businesses
2023-09-12 10:00 - 13:00 | NY
On behalf of John Hancock Retirement and Ameriprise Financial, we invite you to a Virtual Super CPE event! Please join LIAFPN on Tuesday, September 12th at 10:00 AM.
Here’s how it works: you’ll register, download study materials, attend the presentation, and take the exam for 20 CPE Credits!
PLEASE NOTE:

Program Name: Retirement Plans for Small Businesses
Once registration is complete you will be redirected to download and review your study material
To receive credit, you are required to take an exam and receive a passing score of 70% or higher with unlimited retries
You will have 7 calendar days to take the exam from the date of the event

We hope you can make it! Please let us know by completing both steps below:

Vendor Registration: http://www.brokered.net/hancock/ny/
Zoom Registration: https://manulife-johnhancock.zoom.us/webinar/register/WN_N1wSBQViSjK1WZW7MK1NWg#/registration

September: Business After Hours!
2023-09-13 17:30 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Hope everyone is enjoying their September! Let’s celebrate the end of summer with another fun in-person gathering and connect over Happy Hour!
Please join us on Wednesday, September 13th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

Elevate Your Game - NAIFA-New York's 2023 State Conference
2023-09-20 09:45 - 15:00 | Jay Suites Bryant Park, 109 West 39th Street, New York, 10018, United States
As the program chair of NAIFA NY, I’m thrilled to extend a special invitation to you for “Elevate Your Game”, NAIFA-New York’s 2023 State Conference. This event is shaping up to be one of the highlights of the year, and here’s why:
Date: Wednesday, September 20th
Location: Jay Suites Bryant Park, 109 West 39th Street, New York, NY 10018
Time: 9:45 AM to 3 PM

Event Highlights:

Inspiration from Giants: Delvin Joyce, former NY Giant turned financial advisor, will be sharing his insights and experiences. A true testament to the saying, “Go Big Blue!”
Expert Panels: Learn from top-notch professionals like Evelyn Gellar, NAIFA Trustee and fellow #FHFG associate, and Matt Daley, the NAIFA Young Agent Taskforce Award winner. Their journeys and stories are bound to inspire and guide you.
Tech & Innovation: Discover how to leverage AI technology in your practice, with panels hosted by your accomplished peers.
Lunch & Networking: Connect with like-minded professionals over a sumptuous lunch.
Earn 15 CE Credits: All attendees will have the opportunity to earn valuable CE credits, setting you ahead in your professional journey.

Exclusive Pricing:
Members can enjoy all these benefits for just $25, while non-members can join in for $35 (which could later be applied to your membership cost).
Spaces are limited, and this is one event you won’t want to miss. We’re proud of the lineup and confident that you’ll leave the event #naifaproud.
We encourage all financial reps to seize this unique opportunity.

Register Now

The Program Schedule is as follows:
Wednesday, September 20, 2023
9:45 AM – Welcome Reception & Opening Remarks
10:00 AM – Sticktoitiveness
10:30 AM – Prospecting in the New Economy Using ChatGPT & LinkedIn
11:00 AM – Networking Break
11:15 AM – Premium Finance Strategy
11:45 AM – The NAIFA Promise
12:00 PM – Lunch & Networking
12:45 PM – Advocacy & Regulatory Update
1:15 PM – Surviving to Thriving – Taking Your Business to the Next Level
1:45 PM – Trust The Process – One Step at a Time
2:10 PM – Corebridge CE Approved Session
3:00 PM – Exhibitor Raffle

Business After Hours! November 2023
2023-11-01 17:30 - 21:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Hope everyone is enjoying the Fall weather! Let’s celebrate with another fun in-person gathering and connect over Happy Hour!
Please join us:
When? Wednesday, November 1st at 5:30 PM
Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

Breakfast Seminar: Mental Health & Long Term Care Planning
2023-11-08 08:00 - 11:00 | 201 Old Country Road Suite 140 (lower level) ﻿Melville, NY 11747, 201 Old Country Road Suite 140 (lower level), Melville, NY, 11747
With the changing leaves and cooler mornings, let’s gather for breakfast and a meaningful seminar to discuss an important topic that touches many of our lives.
Please join us:
When? Wednesday, November 8th at 8:00 AM
Where? 201 Old Country Rd, Melville, NY 11747, Lower Level
This seminar will dive into the effects of Alzheimer’s and dementia on clients’ families, focusing on the emotional and economic toll on caregivers. We will be joined by an elder law attorney and a financial expert to shed light on these issues. Moreover, we’ll be highlighting the impactful work of the Long Island Alzheimer’s and Dementia Center and how they offer invaluable support to both patients and families.
We truly believe this session will be insightful for all professionals working closely with families navigating the challenges of Alzheimer’s and dementia.
To confirm your attendance, please click here
Our Speakers:

Kristi DiPaolo
Cona Law

Tori Cohen
Long Island Alzheimer’s & Dementia Center

Does Your Business Have A Will?
2024-02-14 08:30 - 10:30 | Four Points by Sheraton, 333 S Service Rd, Plainview, NY, 11803, United States
Does Your Business Have A Will?

As we navigate through the chilly embrace of February, let’s come together for a compelling seminar to engage in discussions on a subject of significant importance to many professionals.
Please join us:
When? Wednesday, February 14th at 8:30 AM
Where? Four Points by Sheraton Melville Long Island (333 S Service Rd, Plainview, NY 11803)
This seminar will delve into the crucial topic of business continuity and legal preparedness under the theme: “Does Your Business Have a Will?” We will engage in comprehensive discussions about:

Initiating conversations with business owners about the future and security of their enterprises, led by Neil Himmelstein.

Understanding the structures and concepts of buy-sell agreements to ensure the smooth transition of business ownership with Jason Van Zante from MassMutual.

Analyzing the Connely vs. Treasury legal update with insights from Phil Kanyuk, our Forensic CPA.

Emphasizing the importance of having your business reviewed for valuation and structure, supported by recent case studies.

This session promises to be highly insightful for all professionals working closely with business owners, providing essential knowledge on safeguarding the future of businesses against unforeseen circumstances.
We truly believe this session will offer invaluable perspectives and expertise for all attendees.
To confirm your attendance, please click the button below.
We look forward to welcoming you to a morning of insightful discussions and valuable networking.

CONFIRM ATTENDANCE

Our Speakers

Phil Kanyuk
Satty Levine & Ciacco LLC

Neil Himmelstein
Main Street Planning Group

Jason Van Zante
MassMutual

March Event: Business After Hours!
2024-03-06 17:30 - 20:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Spring is just around the corner! Let’s celebrate with another fun in-person gathering and connect over Happy Hour!
Please join us:
When? Wednesday, March 6th at 5:30 PM
Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

Business Strategies & Breakfast: Pension Reform
2024-03-13 08:30 - 10:30 | Four Points by Sheraton, 333 S Service Rd, Plainview, NY, 11803, United States
We’re excited to invite you to a breakfast seminar on Wednesday, March 13th, at 8:30 AM, at the Four Points by Sheraton Melville Long Island (333 S Service Rd, Plainview, NY 11803).
Join us for a morning filled with crucial insights and a delicious breakfast!
What’s on the Agenda?
Latest Pension Reforms – SECURE Act 2.0 Explained: Ronald Stair will provide updates on pension reform, including how it affects your retirement plans, tax benefits for small business owners, and tips for increasing plan participation.
Why Attend?
This seminar is tailor-made for those looking to navigate the complexities of business planning and financial strategies. Whether you’re a seasoned professional or just starting out, you’ll leave with actionable insights to secure and grow your business.
Plus, enjoy the opportunity to network over a complimentary breakfast!
Reserve Your Spot!
Don’t miss out on this chance to gain valuable insights and connect with like-minded professionals. Confirm your attendance today and prepare for a morning of engaging discussions and valuable networking opportunities.
We’re looking forward to seeing you!

Confirm Attendance

Back to Business: Presented by LI News Radio & LIAFPN
2024-03-26 18:00 - 21:00 | Long Island Macarthur Airport, 100 Arrival Ave, Ronkonkoma, NY, 11779, United States
Save the date for a fantastic FREE networking event: Back To Business!
Please join us:
When? Tuesday, March 26th from 6PM to 9PM
Where? Long Island MacArthur Airport (Newly Renovated!)
Perks for LIAFPN Members:

Free Advertising: LIAFPN members have a special opportunity to be interviewed live on radio by Tim Kennedy and Neil Himmelstein on “Roundtable”. Interviews will be from 8PM to 9PM and guests will be able to promote their businesses and shows of their own. Let us know if you’re interested when you register for the event below! (Spots are limited so sign up ASAP!)

Networking: A dedicated table will be available for LIAFPN members to network, meet the public, and showcase your business. You will have an opportunity to not only mingle with other professionals, but also have public interfacing with potential clients.

Witness first-hand the expansion of the radio show and the impressive renovations at MacArthur Airport.
We’ll have food, drinks, Live radio interviews and plenty of opportunities to connect with other professionals!
Featuring Other Special Guests

Shelly LaRose-Arken Commissioner – MacArthur Airport
Town of Islip Supervisor Angie Carpenter
LI NEWS Morning host Jay Oliver
LI NEWS host of “Your Island” Tom Schiliro
The hosts of Long Island Patriot Radio
Live radio broadcast
Multiple vendors on display
More to be announced

To confirm attendance, please click the button below.

Confirm Attendance

Preparing Your Family Business for Sale and Succession Planning: An LIAFPN Breakfast
2024-04-17 08:30 - 11:00 | Four Points by Sheraton, 333 S Service Rd, Plainview, NY, 11803, United States
We’re excited to invite you to a breakfast seminar on Wednesday, April 17th, at 8:30 AM, at the Four Points by Sheraton Melville Long Island (333 S Service Rd, Plainview, NY 11803).
Join us for a morning filled with crucial insights and a delicious breakfast!
What’s on the Agenda?
Preparing Your Family Business for Sale and Succession Planning: Anthony Citrolo will guide you through the intricacies of getting your family business ready for sale and the critical steps for effective succession planning. Whether you’re considering selling now or in the future, learn the best practices to ensure a seamless transition and secure your business legacy.
Why Attend?
This seminar is essential for family business owners looking to prepare for the eventual sale or transfer of their business. You’ll gain valuable insights into the process of valuation, enhancing your business’s appeal to potential buyers, and developing a succession plan that aligns with your business goals and family’s needs.
Plus, enjoy the opportunity to network over a complimentary breakfast!
Reserve Your Spot!
Don’t miss out on this chance to gain valuable insights and connect with like-minded professionals. Confirm your attendance today and prepare for a morning of engaging discussions and valuable networking opportunities.
We’re looking forward to seeing you!
Confirm Attendance

Our Speaker: Anthony Citrolo
Specializing in the sale of Family-Owned businesses and privately held companies, I advise business owners that are ready to monetize their most valuable intangible and illiquid asset – their family-owned business or privately-held company.
For internal sales (management buyouts) I work with the team so that the owner can successfully transition the business to the next generation of owners.
For external sales my team prepares the business to go to market with an in depth financial and business evaluation and analysis. The goal is to maximize value, minimize taxes and have the owner exit on their own terms.
I have 40 years of experience as an entrepreneur and a CPA. As a CEPA(Certified Exit Planning Advisor), I help owners harvest the value from their business with a succinct Exit Plan and Strategy to monetize their largest asset, their Family-Owned business. I am a Certified Merger and Acquisition Advisor to business owners and I have a career advising business owners on how to sell their companies for Maximum Value. I believe Leadership is Influence and critical to organization and personal growth. Every day is viewed an exciting new experience, a new challenge, and a new learning opportunity. My goal is to provide valuable information which fosters an atmosphere of growth, leadership and success, both for those business persons as well as all individuals. As a coach, speaker and trainer, I help develop leadership skills, teach effective communication and am a business coach leading to great results.
I am focused on helping business owners who either need to grow their business through a targeted acquisition or need an exit strategy leading to a business sale to either a financial or strategic third party. For those ready to exit, they owner has their largest asset at stake and perhaps the most important decision of their financial life in front of them. I provide guidance and clear cut recommendations to helping them maximize their value of the family business. When assistance is needed in growing the family business, I provide counsel through our “Pathway to Growth” Program which helps expand the business, profitability and appeal of the company.
Specialties: Effective Communication, Leadership Development & Training, Coaching for Improved Results, Exit Strategies, Mergers & Acquisitions, Business & Transaction Valuation, Franchises Sales & Resales, Professional Practice consultant, Corporate Acquisitions

April LIAFPN Event: Business After Hours!
2024-04-24 17:30 - 20:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Spring is here! Let’s celebrate with another fun in-person gathering and connect over Happy Hour!
Please join us:
When? Wednesday, April 24th at 5:30 PM
Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

Update on the Long-Term Care Landscape with Christine Travis from Nationwide: An LIAFPN Breakfast
2024-05-15 08:30 - 11:00 | Four Points by Sheraton, 333 S Service Rd, Plainview, NY, 11803, United States
We’re excited to invite you to a breakfast seminar on Wednesday, May 15th, at 8:30 AM, at the Four Points by Sheraton Melville Long Island (333 S Service Rd, Plainview, NY 11803).
Join us for a morning filled with crucial insights and a delicious breakfast!
What’s on the Agenda?
Update on the Long-Term Care Landscape: Christine Travis from Nationwide will delve into important updates affecting the long-term care sector, including:
The Legislative Landscape: Focus on recent developments like the Washington Cares Act.
Advanced Wealth Transfer Strategies: Learn how to use cash indemnity long term care solutions for effective wealth transfer.
CareMatters II and CareMatters Together: Explore the tax advantages these solutions offer to business owners.
Why Attend?
This seminar is designed for individuals looking to understand the evolving long-term care environment and for business owners seeking strategic advantages in tax planning and wealth transfer. Whether you’re deeply involved in healthcare management, insurance, or financial planning, you’ll gain invaluable insights into effectively navigating these complex areas.
Plus, enjoy the opportunity to network over a complimentary breakfast!
Reserve Your Spot!
Don’t miss out on this chance to gain valuable insights and connect with like-minded professionals. Confirm your attendance today and prepare for a morning of engaging discussions and valuable networking opportunities.
We’re looking forward to seeing you!

Confirm Attendance

May Event: Business After Hours! - The Hilton
2024-05-22 17:30 - 19:30 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Spring is in full swing and summer is around the corner! Let’s celebrate with another fun in-person gathering and connect over Happy Hour!
Please join us:
When? Wednesday, May 22nd at 5:30 PM
Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here

The Art And Science Of Networking & Referrals: An LIAFPN Breakfast
2024-06-12 08:30 - 11:00 | Four Points by Sheraton, 333 S Service Rd, Plainview, NY, 11803, United States
The Art And Science Of Networking & Referrals: An LIAFPN Breakfast
We’re excited to invite you to a breakfast seminar on Wednesday, June 12th, at 8:30 AM, at the Four Points by Sheraton (333 S Service Rd, Plainview, NY 11803).
Join us for a morning filled with crucial insights and a delicious breakfast!
What’s on the Agenda?
The Art and Science of Networking and Referrals: Rob Fishman, Sandler President and Sales Expert, will address the common challenges in networking and share strategies on how to create a solid network of referral sources, introductions, and endorsements.
Why Attend?
This seminar is tailor-made for those looking to navigate the complexities of business planning and financial strategies. Whether you’re a seasoned professional or just starting out, you’ll leave with actionable insights to secure and grow your business.
Plus, enjoy the opportunity to network over a complimentary breakfast!
Reserve Your Spot!
Don’t miss out on this chance to gain valuable insights and connect with like-minded professionals. Confirm your attendance today and prepare for a morning of engaging discussions and valuable networking opportunities.
We’re looking forward to seeing you!
Confirm Attendance: [Click Here]

August Event: Business After Hours!
2024-08-07 17:30 - 19:30 | The Refuge, 515 Broadhollow Road, Melville, NY, 11747, United States
Hope you are all having a wonderful summer! Let’s celebrate with another fun in-person gathering and connect over Happy Hour!
Please join us:
When? Wednesday, August 7th at 5:30 PM
Where? The Refuge (515 Broadhollow Rd, Melville, NY 11747)
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here: https://forms.gle/V2CtgRHjsa7LZPpn9

Elevate Your Game 2024 State Conference
2024-09-09 17:30 - 2024-09-10 16:00 | Marriott Melville, 1350 Walt Whitman Rd, Melville, NY, 11747, United States
We’re thrilled to invite you to an exclusive two-day event on September 9th and 10th at the Marriott Melville Long Island (1350 Walt Whitman Rd, Melville, NY 11747).
Join us for an evening of networking and a day packed with invaluable insights, all expertly MCed by our NAIFA Program Chair, Neil Himmelstein!
Event Schedule:
September 9th: Cocktail Meet and Greet Time: 5:30 PM

Kick off the event with a relaxed evening of cocktails and networking. Connect with peers and industry leaders in a casual setting.

September 10th: Elevate Your Game 2024 – Full-Day Conference

Enjoy a day filled with engaging sessions, sponsored booths, and keynote speeches from four nationally recognized speakers, including Delvin Joyce (Ex-NY Giant Football Player) and Steve Stern.
Gain insights on the latest industry trends and strategies to enhance your professional growth.
VIEW THE FLYER BELOW TO SEE THE FULL AGENDA

Why Attend?
This event is a unique opportunity to:

Network with like-minded professionals and industry leaders.
Gain valuable knowledge from renowned speakers.
Explore sponsorship opportunities and discover new business solutions.

Reserve Your Spot!
Don’t miss out on this chance to connect, learn, and grow. Confirm your attendance today and prepare for two days of impactful discussions, networking opportunities, and professional development.
We look forward to seeing you! Register Here

LIAFPN Breakfast: Tax Implications with a New Democratic or Republican President and Congress
2024-09-18 08:30 - 10:00 | Four Points by Sheraton, 333 S Service Rd, Plainview, NY, 11803, United States
We’re excited to invite you to a breakfast seminar on Wednesday, September 18th, at 8:30 AM, at the Four Points by Sheraton Melville Long Island (333 S Service Rd, Plainview, NY 11803).
Join us for a morning filled with crucial insights and a delicious breakfast!
What’s on the Agenda?
Tax Implications with a New Democratic or Republican President and Congress: Lawrence Scherer of Scherer & Pudell, PLLC will lead a discussion on the potential tax changes with the upcoming election. Topics will include the sunsetting of the estate tax and other significant tax implications.
Why Attend?
This seminar is designed for those looking to navigate the complexities of future tax landscapes and their impact on business and financial planning. Whether you’re a seasoned professional or just starting out, you’ll leave with actionable insights to secure and grow your business.
Plus, enjoy the opportunity to network over a complimentary breakfast!
Don’t Forget!
We also have a Cocktail Reception on September 9th at the Melville Marriott, followed by an event on the 10th. If you can’t make the event on the 10th but are interested in attending the cocktail reception, please let Neil know so we can make accommodations.
Reserve Your Spot!
Don’t miss out on this chance to gain valuable insights and connect with like-minded professionals. Confirm your attendance today and prepare for a morning of engaging discussions and valuable networking opportunities.
We’re looking forward to seeing you! Register Here
