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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250326T083000
DTEND;TZID=America/New_York:20250326T100000
DTSTAMP:20260417T130431
CREATED:20250324T175006Z
LAST-MODIFIED:20250325T163403Z
UID:1636-1742977800-1742983200@liafpn.org
SUMMARY:LIAFPN Breakfast: March 26\, 2025
DESCRIPTION:CYBERSECURITY: How to Stay Safe from Identity Theft and Cybercrime \nAn LIAFPN Breakfast \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nDue to a scheduling conflict\, we will be cancelling our topic on Women’s History Month\, instead please join us for a free seminar on Cybersecurity. \nWednesday\, March 26th\, at 8:30 AM \n534 Broadhollow Rd\, Melville\, NY 11747 \nBasement Conference Room \nJoin us as we discuss the hot topic of cybersecurity\, simple safeguards you can implement\, and how to stay safe from identity theft and cybercrime. \nWhat’s on the Agenda? \nIn the age of the internet\, organizations are heavily relying on IT infrastructure to keep them safe from cyberattacks. As more and more organizations are adopting digital transformation\, the risk of cybercrime is increasing at a rapid rate; so is the importance of cybersecurity. \nWhy Attend? \nLearn how a strong cybersecurity policy and infrastructure work together for your business and how to survive in today’s competitive world that requires the right tools and cybersecurity strategy. \nReserve Your Spot! \nDon’t miss out on this chance to meet and connect with like-minded individuals. We’re looking forward to seeing you! \n \n\n\n\n\n\n\n\nTo confirm attendance\, please click HERE Reservations required and space is limited!
URL:https://liafpn.org/event/liafpn-breakfast-march-26-2025/
LOCATION:534 Broadhollow Road\, Melville\, NY\, 534 Broadhollow Road\, Melville\, NY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250219T083000
DTEND;TZID=America/New_York:20250219T100000
DTSTAMP:20260417T130431
CREATED:20250205T173230Z
LAST-MODIFIED:20250212T154707Z
UID:1621-1739953800-1739959200@liafpn.org
SUMMARY:LIAFPN Breakfast: February 19\, 2025
DESCRIPTION:We’re excited to invite you to a breakfast seminar on Wednesday\, February 19th at 8:30 AM\, 534 Broadhollow Road\, Melville\, in the Basement. \nJoin us for a morning filled with Long Term Care Insurance and Legal Implications Strategies along with a delicious breakfast! This session is designed for professionals looking to better understand the financial and legal aspects of long-term care planning with speakers\, Neil Himmelstein and Lawrence Scherer. \nUnderstanding Long-Term Care Insurance \n\nWhat LTC insurance covers and what it doesn’t\nCost factors and policy options\nThe importance of planning early\nCommon exclusions and benefit triggers\n\nLegal Considerations & Estate Planning \n\nLegal rights and responsibilities of policyholders\nMedicaid eligibility vs. private LTC insurance\nThe role of powers of attorney and advance directives\nProtecting assets and inheritance planning\n\nReserve Your Spot! https://forms.gle/LUagfcVbfoZr9Qtw8 \nDon’t miss out on this chance to gain valuable updates and connect with like-minded professionals. Confirm your attendance today and prepare for a morning of engaging discussions and valuable strategies. \nWe’re looking forward to seeing you!
URL:https://liafpn.org/event/liafpn-breakfast-feb-2025/
LOCATION:534 Broadhollow Road\, Melville\, NY\, 534 Broadhollow Road\, Melville\, NY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T173000
DTEND;TZID=America/New_York:20250212T190000
DTSTAMP:20260417T130431
CREATED:20250205T170021Z
LAST-MODIFIED:20250207T145845Z
UID:1618-1739381400-1739386800@liafpn.org
SUMMARY:Business After Hours - Feb 2025
DESCRIPTION:Expand your network\, make meaningful connections\, and unwind with fellow professionals at LIAFPN’s Business After Hours! \nPlease join us: \n📆 When? Wednesday\, February 12th at 5:30 PM \n📍 Where? The Hilton (598 Broadhollow Rd\, Melville\, NY 11747) \nTo confirm attendance\, please click here ➡️ https://forms.gle/bvQk6LDW4RjxMQXs9
URL:https://liafpn.org/event/business-after-hours-february-2025/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250212T120000
DTEND;TZID=America/New_York:20250212T133000
DTSTAMP:20260417T130431
CREATED:20250124T144436Z
LAST-MODIFIED:20250124T144436Z
UID:1605-1739361600-1739367000@liafpn.org
SUMMARY:MSPG Lunch & Learn - February 12\, 2025
DESCRIPTION:MSPG\, in collaboration with our strategic partner MassMutual\, is hosting a Lunch and Learn featuring an advanced sales attorney from MassMutual. The session will cover: \n\nThe latest estate planning techniques\nInsights into MassMutual’s updated product portfolio\n\n📆 When? Wednesday\, February 12th at 12:00 PM \n📍 Where? BOBBIQUE Restaurant (70 W Main St\, Patchogue\, NY 11772) \nDon’t miss this opportunity to gain valuable knowledge while enjoying a delicious lunch! We look forward to connecting with you! \nTo confirm attendance\, please click HERE. Reservations required and space is limited!
URL:https://liafpn.org/event/mspg-lunch-learn-february-12-2025/
LOCATION:BOBBIQUE Restaurant\, 70 W Main St\, Patchogue\, NY\, 11772\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250122T083000
DTEND;TZID=America/New_York:20250122T100000
DTSTAMP:20260417T130431
CREATED:20250110T215718Z
LAST-MODIFIED:20250110T215932Z
UID:1573-1737534600-1737540000@liafpn.org
SUMMARY:LIAFPN Breakfast: Social Security Updates and Strategies
DESCRIPTION:We’re excited to invite you to a breakfast seminar on Wednesday\, January 22nd\, at 8:30 AM\, at the Four Points by Sheraton\, Melville Long Island (333 S Service Rd\, Plainview\, NY 11803). \nJoin us for a morning filled with Social Security Updates and Strategies and a delicious breakfast! \nWhat’s on the Agenda? \nWe will dive into the latest updates on Social Security and discuss essential strategies for individuals and planning opportunities. Our featured speaker\, Thomas Drapala\, is a passionate advisor and educator with extensive expertise in Social Security. His mission is to ensure you receive the benefits you’ve rightfully earned and deserve. \nEvent Highlights: \n\nLearn about the latest Social Security updates\nExplore strategies tailored to your needs\nGain valuable insights into maximizing your benefits\n\nDon’t miss this opportunity to engage with an expert and take a step toward securing your financial future. \nWhy Attend? \nJoin us for an informative morning session and see how Thomas Drapala’s workshops and seminars can guide you on your Social Security journey. Plus\, enjoy the opportunity to network over a complimentary breakfast! \nReserve Your Spot! \nDon’t miss out on this chance to gain valuable updates and connect with like-minded professionals. Confirm your attendance today and prepare for a morning of engaging discussions and valuable strategies. \nWe’re looking forward to seeing you! Confirm your attendance here: https://forms.gle/xmVRVc9HW5V4YyJK7
URL:https://liafpn.org/event/liafpn-breakfast-social-security-updates-and-strategies/
LOCATION:Four Points by Sheraton\, 333 S Service Rd\, Plainview\, NY\, 11803\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250115T173000
DTEND;TZID=America/New_York:20250115T193000
DTSTAMP:20260417T130431
CREATED:20250110T203542Z
LAST-MODIFIED:20250110T215556Z
UID:1566-1736962200-1736969400@liafpn.org
SUMMARY:Business After Hours – Jan 2025
DESCRIPTION:Happy NEW YEAR LIAFPN! It’s time to kick off 2025 with great connections so come and celebrate with another fun in-person gathering and fresh connections over Happy Hour! \nPlease join us: \n🗓️ When? Wednesday\, January 15th at 5:30 PM \n📍Where? The Hilton (598 Broadhollow Rd\, Melville\, NY 11747) \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here: https://forms.gle/HK2xECFuYsxXZCwo8
URL:https://liafpn.org/event/business-after-hours-jan-2025/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241204T173000
DTEND;TZID=America/New_York:20241204T193000
DTSTAMP:20260417T130431
CREATED:20241126T191453Z
LAST-MODIFIED:20241126T191657Z
UID:1550-1733333400-1733340600@liafpn.org
SUMMARY:Business After Hours – Dec 2024
DESCRIPTION:It’s time for a pre-holiday get together!! We have a whole year’s worth of programs scheduled for 2025 so come and celebrate with another fun in-person gathering and connect over Happy Hour! 🍸\n\n\n\nPlease join us:\n🗓️ When? Wednesday\, December 4th at 5:30 PM\n📍Where? The Hilton (598 Broadhollow Rd\, Melville\, NY 11747) \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here: https://forms.gle/UH6DLLt9Gdnc9FTQ9
URL:https://liafpn.org/event/business-after-hours-dec-2024/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241113T173000
DTEND;TZID=America/New_York:20241113T193000
DTSTAMP:20260417T130431
CREATED:20241108T214753Z
LAST-MODIFIED:20241108T215940Z
UID:1544-1731519000-1731526200@liafpn.org
SUMMARY:Business After Hours - Nov 2024
DESCRIPTION:November is here\, bringing a season of gratitude\, connection\, and growth!! Let’s celebrate with another fun in-person gathering and connect over Happy Hour! 🍸 \nPlease join us:\n🗓️ When? Wednesday\, November 13th at 5:30 PM\n📍Where? The Hilton (598 Broadhollow Rd\, Melville\, NY 11747) \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here: https://forms.gle/9HRXbKPXyZFfiEkx7
URL:https://liafpn.org/event/november-event-business-after-hours/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240918T083000
DTEND;TZID=America/New_York:20240918T100000
DTSTAMP:20260417T130431
CREATED:20240828T223313Z
LAST-MODIFIED:20240829T214319Z
UID:1465-1726648200-1726653600@liafpn.org
SUMMARY:LIAFPN Breakfast: Tax Implications with a New Democratic or Republican President and Congress
DESCRIPTION: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). \nJoin us for a morning filled with crucial insights and a delicious breakfast! \nWhat’s on the Agenda? \nTax 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. \nWhy Attend? \nThis 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. \nPlus\, enjoy the opportunity to network over a complimentary breakfast! \nDon’t Forget! \nWe 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. \nReserve Your Spot! \nDon’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. \nWe’re looking forward to seeing you! Register Here
URL:https://liafpn.org/event/liafpn-breakfast-tax-implications-with-a-new-democratic-or-republican-president-and-congress/
LOCATION:Four Points by Sheraton\, 333 S Service Rd\, Plainview\, NY\, 11803\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240909T173000
DTEND;TZID=America/New_York:20240910T160000
DTSTAMP:20260417T130431
CREATED:20240812T210647Z
LAST-MODIFIED:20240812T210647Z
UID:1460-1725903000-1725984000@liafpn.org
SUMMARY:Elevate Your Game 2024 State Conference
DESCRIPTION: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). \nJoin us for an evening of networking and a day packed with invaluable insights\, all expertly MCed by our NAIFA Program Chair\, Neil Himmelstein! \nEvent Schedule: \nSeptember 9th: Cocktail Meet and Greet Time: 5:30 PM \n\nKick off the event with a relaxed evening of cocktails and networking. Connect with peers and industry leaders in a casual setting.\n\nSeptember 10th: Elevate Your Game 2024 – Full-Day Conference \n\nEnjoy 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.\nGain insights on the latest industry trends and strategies to enhance your professional growth.\nVIEW THE FLYER BELOW TO SEE THE FULL AGENDA\n\nWhy Attend? \nThis event is a unique opportunity to: \n\nNetwork with like-minded professionals and industry leaders.\nGain valuable knowledge from renowned speakers.\nExplore sponsorship opportunities and discover new business solutions.\n\nReserve Your Spot! \nDon’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. \nWe look forward to seeing you! Register Here
URL:https://liafpn.org/event/elevate-your-game-2024-state-conference/
LOCATION:Marriott Melville\, 1350 Walt Whitman Rd\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240807T173000
DTEND;TZID=America/New_York:20240807T193000
DTSTAMP:20260417T130431
CREATED:20240806T184523Z
LAST-MODIFIED:20240806T184523Z
UID:1458-1723051800-1723059000@liafpn.org
SUMMARY:August Event: Business After Hours!
DESCRIPTION:Hope you are all having a wonderful summer! Let’s celebrate with another fun in-person gathering and connect over Happy Hour! \nPlease join us: \nWhen? Wednesday\, August 7th at 5:30 PM \nWhere? The Refuge (515 Broadhollow Rd\, Melville\, NY 11747) \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here: https://forms.gle/V2CtgRHjsa7LZPpn9
URL:https://liafpn.org/event/august-event-business-after-hours/
LOCATION:The Refuge\, 515 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240612T083000
DTEND;TZID=America/New_York:20240612T110000
DTSTAMP:20260417T130431
CREATED:20240605T162041Z
LAST-MODIFIED:20240605T162049Z
UID:1455-1718181000-1718190000@liafpn.org
SUMMARY:The Art And Science Of Networking & Referrals: An LIAFPN Breakfast
DESCRIPTION:The Art And Science Of Networking & Referrals: An LIAFPN Breakfast \nWe’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). \nJoin us for a morning filled with crucial insights and a delicious breakfast! \nWhat’s on the Agenda? \nThe 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. \nWhy Attend? \nThis 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. \nPlus\, enjoy the opportunity to network over a complimentary breakfast! \nReserve Your Spot! \nDon’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. \nWe’re looking forward to seeing you! \nConfirm Attendance: [Click Here]
URL:https://liafpn.org/event/the-art-and-science-of-networking-referrals-an-liafpn-breakfast/
LOCATION:Four Points by Sheraton\, 333 S Service Rd\, Plainview\, NY\, 11803\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240522T173000
DTEND;TZID=America/New_York:20240522T193000
DTSTAMP:20260417T130431
CREATED:20240514T220844Z
LAST-MODIFIED:20240514T220844Z
UID:1451-1716399000-1716406200@liafpn.org
SUMMARY:May Event: Business After Hours! - The Hilton
DESCRIPTION: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! \nPlease join us: \nWhen? Wednesday\, May 22nd at 5:30 PM \nWhere? The Hilton (598 Broadhollow Rd\, Melville\, NY 11747) \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/may-event-business-after-hours-the-hilton/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240515T083000
DTEND;TZID=America/New_York:20240515T110000
DTSTAMP:20260417T130431
CREATED:20240509T183428Z
LAST-MODIFIED:20240509T183428Z
UID:1449-1715761800-1715770800@liafpn.org
SUMMARY:Update on the Long-Term Care Landscape with Christine Travis from Nationwide: An LIAFPN Breakfast
DESCRIPTION: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). \nJoin us for a morning filled with crucial insights and a delicious breakfast! \nWhat’s on the Agenda? \nUpdate on the Long-Term Care Landscape: Christine Travis from Nationwide will delve into important updates affecting the long-term care sector\, including: \nThe Legislative Landscape: Focus on recent developments like the Washington Cares Act. \nAdvanced Wealth Transfer Strategies: Learn how to use cash indemnity long term care solutions for effective wealth transfer. \nCareMatters II and CareMatters Together: Explore the tax advantages these solutions offer to business owners. \nWhy Attend? \nThis 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. \nPlus\, enjoy the opportunity to network over a complimentary breakfast! \nReserve Your Spot! \nDon’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. \nWe’re looking forward to seeing you! \n  \nConfirm Attendance
URL:https://liafpn.org/event/update-on-the-long-term-care-landscape-with-christine-travis-from-nationwide-an-liafpn-breakfast/
LOCATION:Four Points by Sheraton\, 333 S Service Rd\, Plainview\, NY\, 11803\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240424T173000
DTEND;TZID=America/New_York:20240424T200000
DTSTAMP:20260417T130431
CREATED:20240417T215617Z
LAST-MODIFIED:20240417T215617Z
UID:1446-1713979800-1713988800@liafpn.org
SUMMARY:April LIAFPN Event: Business After Hours!
DESCRIPTION:Spring is here! Let’s celebrate with another fun in-person gathering and connect over Happy Hour! \nPlease join us: \nWhen? Wednesday\, April 24th at 5:30 PM \nWhere? The Hilton (598 Broadhollow Rd\, Melville\, NY 11747) \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/april-liafpn-event-business-after-hours/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240417T083000
DTEND;TZID=America/New_York:20240417T110000
DTSTAMP:20260417T130431
CREATED:20240411T163310Z
LAST-MODIFIED:20240411T163310Z
UID:1444-1713342600-1713351600@liafpn.org
SUMMARY:Preparing Your Family Business for Sale and Succession Planning: An LIAFPN Breakfast
DESCRIPTION: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). \nJoin us for a morning filled with crucial insights and a delicious breakfast! \nWhat’s on the Agenda? \nPreparing 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. \nWhy Attend? \nThis 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. \nPlus\, enjoy the opportunity to network over a complimentary breakfast! \nReserve Your Spot! \nDon’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. \nWe’re looking forward to seeing you! \nConfirm Attendance \n  \nOur Speaker: Anthony Citrolo \nSpecializing 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. \nFor internal sales (management buyouts) I work with the team so that the owner can successfully transition the business to the next generation of owners. \nFor 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. \nI 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. \nI 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. \nSpecialties: Effective Communication\, Leadership Development & Training\, Coaching for Improved Results\, Exit Strategies\, Mergers & Acquisitions\, Business & Transaction Valuation\, Franchises Sales & Resales\, Professional Practice consultant\, Corporate Acquisitions
URL:https://liafpn.org/event/preparing-your-family-business-for-sale-and-succession-planning-an-liafpn-breakfast/
LOCATION:Four Points by Sheraton\, 333 S Service Rd\, Plainview\, NY\, 11803\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240326T180000
DTEND;TZID=America/New_York:20240326T210000
DTSTAMP:20260417T130431
CREATED:20240308T173014Z
LAST-MODIFIED:20240308T173014Z
UID:1407-1711476000-1711486800@liafpn.org
SUMMARY:Back to Business: Presented by LI News Radio & LIAFPN
DESCRIPTION:Save the date for a fantastic FREE networking event: Back To Business! \nPlease join us: \nWhen? Tuesday\, March 26th from 6PM to 9PM \nWhere? Long Island MacArthur Airport (Newly Renovated!) \nPerks for LIAFPN Members: \n\nFree 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!)\n\n\nNetworking: 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.\n\nWitness first-hand the expansion of the radio show and the impressive renovations at MacArthur Airport. \nWe’ll have food\, drinks\, Live radio interviews and plenty of opportunities to connect with other professionals! \nFeaturing Other Special Guests \n\nShelly LaRose-Arken Commissioner – MacArthur Airport\nTown of Islip Supervisor Angie Carpenter\nLI NEWS Morning host Jay Oliver\nLI NEWS host of “Your Island” Tom Schiliro\nThe hosts of Long Island Patriot Radio\nLive radio broadcast\nMultiple vendors on display\nMore to be announced\n\nTo confirm attendance\, please click the button below.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nConfirm Attendance
URL:https://liafpn.org/event/back-to-business-presented-by-li-news-radio-liafpn/
LOCATION:Long Island Macarthur Airport\, 100 Arrival Ave\, Ronkonkoma\, NY\, 11779\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240313T083000
DTEND;TZID=America/New_York:20240313T103000
DTSTAMP:20260417T130431
CREATED:20240307T163926Z
LAST-MODIFIED:20240307T165457Z
UID:1405-1710318600-1710325800@liafpn.org
SUMMARY:Business Strategies & Breakfast: Pension Reform
DESCRIPTION: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). \nJoin us for a morning filled with crucial insights and a delicious breakfast! \nWhat’s on the Agenda? \nLatest 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. \nWhy Attend? \nThis 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. \nPlus\, enjoy the opportunity to network over a complimentary breakfast! \nReserve Your Spot! \nDon’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. \nWe’re looking forward to seeing you!\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nConfirm Attendance
URL:https://liafpn.org/event/business-strategies-breakfast-pension-reform/
LOCATION:Four Points by Sheraton\, 333 S Service Rd\, Plainview\, NY\, 11803\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240306T173000
DTEND;TZID=America/New_York:20240306T200000
DTSTAMP:20260417T130431
CREATED:20240301T165514Z
LAST-MODIFIED:20240301T165514Z
UID:1386-1709746200-1709755200@liafpn.org
SUMMARY:March Event: Business After Hours!
DESCRIPTION:Spring is just around the corner! Let’s celebrate with another fun in-person gathering and connect over Happy Hour! \nPlease join us: \nWhen? Wednesday\, March 6th at 5:30 PM \nWhere? The Hilton (598 Broadhollow Rd\, Melville\, NY 11747) \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/march-event-business-after-hours/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240214T083000
DTEND;TZID=America/New_York:20240214T103000
DTSTAMP:20260417T130431
CREATED:20240129T215058Z
LAST-MODIFIED:20240131T163059Z
UID:1359-1707899400-1707906600@liafpn.org
SUMMARY:Does Your Business Have A Will?
DESCRIPTION:Does Your Business Have A Will? \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nAs 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. \nPlease join us: \nWhen? Wednesday\, February 14th at 8:30 AM \nWhere? Four Points by Sheraton Melville Long Island (333 S Service Rd\, Plainview\, NY 11803) \nThis 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: \n\nInitiating conversations with business owners about the future and security of their enterprises\, led by Neil Himmelstein.\n\n\nUnderstanding the structures and concepts of buy-sell agreements to ensure the smooth transition of business ownership with Jason Van Zante from MassMutual.\n\n\nAnalyzing the Connely vs. Treasury legal update with insights from Phil Kanyuk\, our Forensic CPA.\n\n\nEmphasizing the importance of having your business reviewed for valuation and structure\, supported by recent case studies.\n\nThis 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. \nWe truly believe this session will offer invaluable perspectives and expertise for all attendees. \nTo confirm your attendance\, please click the button below. \nWe look forward to welcoming you to a morning of insightful discussions and valuable networking.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nCONFIRM ATTENDANCE\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nOur Speakers \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nPhil Kanyuk \nSatty Levine & Ciacco LLC \n\n\n\n\n\n\n\n\n\n\nNeil Himmelstein \nMain Street Planning Group \n\n\n\n\n\n\n\n\n\n\nJason Van Zante \nMassMutual
URL:https://liafpn.org/event/does-your-business-have-a-will/
LOCATION:Four Points by Sheraton\, 333 S Service Rd\, Plainview\, NY\, 11803\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231108T080000
DTEND;TZID=America/New_York:20231108T110000
DTSTAMP:20260417T130431
CREATED:20231024T221847Z
LAST-MODIFIED:20231102T154640Z
UID:1339-1699430400-1699441200@liafpn.org
SUMMARY:Breakfast Seminar: Mental Health & Long Term Care Planning
DESCRIPTION: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. \nPlease join us: \nWhen? Wednesday\, November 8th at 8:00 AM \nWhere? 201 Old Country Rd\, Melville\, NY 11747\, Lower Level \nThis 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. \nWe truly believe this session will be insightful for all professionals working closely with families navigating the challenges of Alzheimer’s and dementia. \nTo confirm your attendance\, please click here \nOur Speakers: \n \nKristi DiPaolo \nCona Law \n \nTori Cohen \nLong Island Alzheimer’s & Dementia Center
URL:https://liafpn.org/event/breakfast-seminar-mental-health-long-term-care-planning/
LOCATION:201 Old Country Road Suite 140 (lower level) Melville\, NY 11747\, 201 Old Country Road Suite 140 (lower level)\, Melville\, NY\, 11747
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T173000
DTEND;TZID=America/New_York:20231101T210000
DTSTAMP:20260417T130431
CREATED:20231024T221753Z
LAST-MODIFIED:20231024T221753Z
UID:1337-1698859800-1698872400@liafpn.org
SUMMARY:Business After Hours! November 2023
DESCRIPTION:Hope everyone is enjoying the Fall weather! Let’s celebrate with another fun in-person gathering and connect over Happy Hour! \nPlease join us: \nWhen? Wednesday\, November 1st at 5:30 PM \nWhere? The Hilton (598 Broadhollow Rd\, Melville\, NY 11747) \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/business-after-hours-november-2023/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230920T094500
DTEND;TZID=America/New_York:20230920T150000
DTSTAMP:20260417T130431
CREATED:20230823T205523Z
LAST-MODIFIED:20230823T205523Z
UID:1324-1695203100-1695222000@liafpn.org
SUMMARY:Elevate Your Game - NAIFA-New York's 2023 State Conference
DESCRIPTION: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: \nDate: Wednesday\, September 20th \nLocation: Jay Suites Bryant Park\, 109 West 39th Street\, New York\, NY 10018 \nTime: 9:45 AM to 3 PM\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nEvent Highlights: \n\nInspiration 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!”\nExpert 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.\nTech & Innovation: Discover how to leverage AI technology in your practice\, with panels hosted by your accomplished peers.\nLunch & Networking: Connect with like-minded professionals over a sumptuous lunch.\nEarn 15 CE Credits: All attendees will have the opportunity to earn valuable CE credits\, setting you ahead in your professional journey.\n\nExclusive Pricing: \nMembers 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). \nSpaces 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. \nWe encourage all financial reps to seize this unique opportunity.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nRegister Now\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nThe Program Schedule is as follows: \nWednesday\, September 20\, 2023 \n9:45 AM – Welcome Reception & Opening Remarks \n10:00 AM – Sticktoitiveness \n10:30 AM – Prospecting in the New Economy Using ChatGPT & LinkedIn \n11:00 AM – Networking Break \n11:15 AM – Premium Finance Strategy \n11:45 AM – The NAIFA Promise \n12:00 PM – Lunch & Networking \n12:45 PM – Advocacy & Regulatory Update \n1:15 PM – Surviving to Thriving – Taking Your Business to the Next Level \n1:45 PM – Trust The Process – One Step at a Time \n2:10 PM – Corebridge CE Approved Session \n3:00 PM – Exhibitor Raffle
URL:https://liafpn.org/event/elevate-your-game-naifa-new-yorks-2023-state-conference/
LOCATION:Jay Suites Bryant Park\, 109 West 39th Street\, New York\, 10018\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T173000
DTEND;TZID=America/New_York:20230913T173000
DTSTAMP:20260417T130431
CREATED:20230913T205448Z
LAST-MODIFIED:20230913T205448Z
UID:1329-1694626200-1694626200@liafpn.org
SUMMARY:September: Business After Hours!
DESCRIPTION:Hope everyone is enjoying their September! Let’s celebrate the end of summer with another fun in-person gathering and connect over Happy Hour! \nPlease join us on Wednesday\, September 13th at 5:30 PM at The Hilton located at 598 Broadhollow Rd\, Melville\, NY 11747 \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/september-business-after-hours/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230912T100000
DTEND;TZID=America/New_York:20230912T130000
DTSTAMP:20260417T130431
CREATED:20230801T180335Z
LAST-MODIFIED:20230801T180709Z
UID:1313-1694512800-1694523600@liafpn.org
SUMMARY:Retirement Plans for Small Businesses
DESCRIPTION: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. \nHere’s how it works: you’ll register\, download study materials\, attend the presentation\, and take the exam for 20 CPE Credits! \nPLEASE NOTE: \n\nProgram Name: Retirement Plans for Small Businesses\nOnce registration is complete you will be redirected to download and review your study material\nTo receive credit\, you are required to take an exam and receive a passing score of 70% or higher with unlimited retries\nYou will have 7 calendar days to take the exam from the date of the event\n\nWe hope you can make it! Please let us know by completing both steps below: \n\nVendor Registration: http://www.brokered.net/hancock/ny/\nZoom Registration: https://manulife-johnhancock.zoom.us/webinar/register/WN_N1wSBQViSjK1WZW7MK1NWg#/registration
URL:https://liafpn.org/event/retirement-plans-for-small-businesses/
LOCATION:NY
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230821
DTEND;VALUE=DATE:20230822
DTSTAMP:20260417T130431
CREATED:20230808T170054Z
LAST-MODIFIED:20230808T170054Z
UID:1318-1692576000-1692662399@liafpn.org
SUMMARY:Harrison's Trail: Memorial Golf Outing for Harrison Frisenda
DESCRIPTION: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. \nAll funds raised will go towards Harrisons Trail Inc. and will be funding annual scholarships for the Sachem School District in Harrison’s honor. \nAdditional funds raised will support Horse Ability Center for Equine Facilitated Programs\, improving lives of children and adults with special needs. \nFor more information\, or if you’d like to support\, please contact Steven Frisenda using the details below. \nWind Watch Golf & Country Club \n1715 Motor Pkwy Hauppauge\, NY \nEmail Steven Frisenda: harrisonstrail@gmail.com \nCall Steven Frisenda: 631-681-0493 \n 
URL:https://liafpn.org/event/harrisons-trail-memorial-golf-outing-for-harrison-frisenda/
LOCATION:Wind Watch Golf & Country Club\, 1715 Motor Pkwy\, Hauppauge\, NY\, 11788\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230726T080000
DTEND;TZID=America/New_York:20230726T100000
DTSTAMP:20260417T130431
CREATED:20230705T163432Z
LAST-MODIFIED:20230705T163432Z
UID:1300-1690358400-1690365600@liafpn.org
SUMMARY:ChatGPT Is Here: An LIAFPN Breakfast
DESCRIPTION: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. \nWe will have the pleasure of having a very distinguished speaker with us! \n\nRob Fishman – Sandler Training\n\nRob will provide deep insights into ChatGPT\, and what AI means for the future of businesses. \nWe hope you can make it! Please let us know by clicking here to confirm your attendance. We look forward to seeing you!
URL:https://liafpn.org/event/chatgpt-is-here-an-liafpn-breakfast/
LOCATION:201 Old Country Road Suite 140 (lower level) Melville\, NY 11747\, 201 Old Country Road Suite 140 (lower level)\, Melville\, NY\, 11747
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230712T173000
DTEND;TZID=America/New_York:20230712T200000
DTSTAMP:20260417T130431
CREATED:20230705T163217Z
LAST-MODIFIED:20230705T163217Z
UID:1297-1689183000-1689192000@liafpn.org
SUMMARY:Business After Hours! at The Refuge
DESCRIPTION:Wishing everyone a happy July! Let’s celebrate summertime with an exciting in-person get-together and bond over a Happy Hour! \nPlease join LIAFPN on Wednesday\, July 12th at 5:30 PM at The Refuge located at 515 Broadhollow Rd\, Melville\, NY 11747 \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/business-after-hours-at-the-refuge/
LOCATION:The Refuge\, 515 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230621T080000
DTEND;TZID=America/New_York:20230621T110000
DTSTAMP:20260417T130431
CREATED:20230619T170527Z
LAST-MODIFIED:20230619T170527Z
UID:1293-1687334400-1687345200@liafpn.org
SUMMARY:Banking Industry Insights and Relationship Building: An LIAFPN Breakfast!
DESCRIPTION:We are thrilled to present another fantastic opportunity to connect and learn! \nPlease 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. \nWe will have the pleasure of having three distinguished speakers with us! \n\nPeter Manzi – City National Bank\nSteven Frisenda – Webster Bank\nAlan Cohen – Bank of America\n\nOur seasoned professionals will provide deep insights into the current trends in the banking industry and the significance of maintaining strong banking relationships. \nThese 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. \nWe hope you can make it! Please let us know by clicking this link to confirm your attendance. We look forward to seeing you!
URL:https://liafpn.org/event/banking-industry-insights-and-relationship-building-an-liafpn-breakfast/
LOCATION:201 Old Country Road Suite 140 (lower level) Melville\, NY 11747\, 201 Old Country Road Suite 140 (lower level)\, Melville\, NY\, 11747
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230614T173000
DTEND;TZID=America/New_York:20230614T200000
DTSTAMP:20260417T130431
CREATED:20230608T153705Z
LAST-MODIFIED:20230608T153705Z
UID:1274-1686763800-1686772800@liafpn.org
SUMMARY:LIAFPN Event: Business After Hours! - Bijou
DESCRIPTION: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! \nPlease join us on Wednesday\, June 14th at 5:30 PM at Bijou located at 400 Broadhollow Rd\, Melville\, NY 11747 \nMingle with other financial professionals\, including CPAs and Attorneys\, in a relaxed environment. We look forward to connecting with you! \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/liafpn-event-business-after-hours-bijou/
LOCATION:Bijou\, 400 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
END:VCALENDAR