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DTSTART;TZID=America/New_York:20240515T083000
DTEND;TZID=America/New_York:20240515T110000
DTSTAMP:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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:20260417T124613
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230531T080000
DTEND;TZID=America/New_York:20230531T110000
DTSTAMP:20260417T124613
CREATED:20230522T203400Z
LAST-MODIFIED:20230522T203400Z
UID:1269-1685520000-1685530800@liafpn.org
SUMMARY:Is your Buy-Sell Causing Your Estate Plan To Be Taxable?: An LIAFPN Gathering!
DESCRIPTION:Hosted by Gregory Matalon & Robert Barnett \nFeaturing a Prelude by Neil Himmelstein & A Discussion with Phil Kanyuk \n  \nWe are thrilled to present another fantastic opportunity to connect and learn! \nPlease 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. \nWe will have the pleasure of having four distinguished speakers discussing three crucial topics: \n\nDoes Your Business Have a Will? Bringing up the Conversation and Prospecting Your Business Clients – A Prelude by Neil Himmelstein\n\n\nIs 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\n\n\nThe Need for Business Evaluations – A concise yet informative discussion presented by Phil Kanyuk\n\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/is-your-buy-sell-causing-your-estate-plan-to-be-taxable-an-liafpn-gathering/
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:20230426T173000
DTEND;TZID=America/New_York:20230426T200000
DTSTAMP:20260417T124613
CREATED:20230412T153220Z
LAST-MODIFIED:20230412T153220Z
UID:1265-1682530200-1682539200@liafpn.org
SUMMARY:Live Event: Business After Hours!
DESCRIPTION: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! \nPlease join us on Wednesday\, April 26th 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/live-event-business-after-hours/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230322T080000
DTEND;TZID=America/New_York:20230322T110000
DTSTAMP:20260417T124613
CREATED:20230223T171104Z
LAST-MODIFIED:20230223T171104Z
UID:1258-1679472000-1679482800@liafpn.org
SUMMARY:2023 Social Security Benefits Seminar & Breakfast: An LIAFPN Gathering!
DESCRIPTION:Hosted by Ken Fish & Brian Doherty \nSponsored by NAIFA \n\nWe are thrilled to present another fantastic opportunity to connect and learn! \nPlease 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. \nKen 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. \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/2023-social-security-benefits-seminar-breakfast-an-liafpn-gathering/
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:20230301T180000
DTEND;TZID=America/New_York:20230301T200000
DTSTAMP:20260417T124613
CREATED:20230227T172734Z
LAST-MODIFIED:20230227T172734Z
UID:1260-1677693600-1677700800@liafpn.org
SUMMARY:2023 ACLD Poker for a Purpose Kickoff Event
DESCRIPTION:Join us on Wednesday\, March 1st at 6 pm for the 2023 ACLD Poker for a Purpose Kickoff Event at Simplay in Hauppauge! \nThere 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. \nRegister 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 \nRegister here
URL:https://liafpn.org/event/2023-acld-poker-for-a-purpose-kickoff-event/
LOCATION:Simplay in Hauppauge
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230222T173000
DTEND;TZID=America/New_York:20230222T200000
DTSTAMP:20260417T124613
CREATED:20230210T173325Z
LAST-MODIFIED:20230210T173325Z
UID:1254-1677087000-1677096000@liafpn.org
SUMMARY:Business After Hours - February 2023!
DESCRIPTION:Hope everyone is enjoying their February! Let’s celebrate with another fun in-person gathering. Let’s connect over Happy Hour! \nPlease join us on Wednesday\, February 22nd 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/business-after-hours-february-2023/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230208T083000
DTEND;TZID=America/New_York:20230208T110000
DTSTAMP:20260417T124613
CREATED:20230124T172954Z
LAST-MODIFIED:20230124T172954Z
UID:1250-1675845000-1675854000@liafpn.org
SUMMARY:2023 LTC & Reverse Mortgages Seminar & Breakfast: An LIAFPN Gathering!
DESCRIPTION:We are thrilled to present another fantastic opportunity to connect and learn! \nPlease 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. \nTim 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. \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/2023-ltc-reverse-mortgages-seminar-breakfast-an-liafpn-gathering/
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:20230118T173000
DTEND;TZID=America/New_York:20230118T200000
DTSTAMP:20260417T124613
CREATED:20230109T164036Z
LAST-MODIFIED:20230109T164036Z
UID:1201-1674063000-1674072000@liafpn.org
SUMMARY:January 2023: Business After Hours!
DESCRIPTION:2023 has arrived! Time to celebrate with another fun in-person gathering. Let’s connect over Happy Hour! \nPlease join us on Wednesday\, January 18th 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/january-2023-business-after-hours/
LOCATION:The Hilton\, 598 Broadhollow Road\, Melville\, NY\, 11747\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230111T083000
DTEND;TZID=America/New_York:20230111T103000
DTSTAMP:20260417T124613
CREATED:20230109T163641Z
LAST-MODIFIED:20230109T163641Z
UID:1199-1673425800-1673433000@liafpn.org
SUMMARY:2023 Pension update Seminar & Breakfast
DESCRIPTION:CPE Credits available for all CPA’s who attend! \nCFP Credits available for Certified Financial Planners who attend! \nWe are happy to present another fantastic opportunity to connect and learn! \nPlease 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! \nWe 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. \nTopics covered will include: \n\nBenefits of Qualified Retirement Plans\n\nMaximize tax deductions for owners\nAsset protection\nRecruit and retain staff\n\n\n\n\n2023 IRS Plan Limits\n\n\nTypes of Qualified Retirement Plans\n\n\nDefined Contribution Plans – Laying the Foundation\n\n401(k) Plans\nTraditional 401(k) – Immediate tax deduction / tax-deferred growth\nRoth 401(k) – Tax-free growth and withdrawal\nADP testing and top-heavy testing\nSafe Harbor designed-based alternative to ADP testing\nProfit Sharing Plans – Flexible New Comparability (Age-Weighted) Contributions\n\n\n\n\nDefined Benefit Plans – Maximizing Tax Deferral for Business Owners\n\nTraditional Defined Benefit Plans – owner/spouse only\nCash Balance Plans – businesses with staff\n\n\n\n\nLegal Update – SECURE Act\, etc.\n\n\nFuture Trends – How they will impact business owners\n\nDon’t miss this opportunity. Seating is limited\, so RSVP as soon as possible. \nTo confirm attendance\, please click here
URL:https://liafpn.org/event/%ef%bb%bf2023-pension-update-seminar-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:20200826T080000
DTEND;TZID=America/New_York:20200826T090000
DTSTAMP:20260417T124613
CREATED:20200821T135642Z
LAST-MODIFIED:20200821T135716Z
UID:997-1598428800-1598432400@liafpn.org
SUMMARY:IP as an Asset with Matthew Asbel
DESCRIPTION:Join us for an exciting Zoom meeting on Wednesday\, August 26th at 8:00 am on the topic of intellectual property (IP) with attorney Matthew Asbell. Matthew is consistently ranked among the top intellectual property attorneys both nationally and internationally and will speak specifically about IP as an estate asset. \nAs always\, you will have the opportunity to ask Matthew any questions you may have. \nClick here to register \n \nMatthew Asbell assists clients in clearing\, obtaining\, enforcing\, and defending trademark rights in the United States and throughout the world. He also provides advice on patents\, copyrights\, domain names\, and other related areas. With prior background in the entertainment industry\, information technology\, and medicine\, he is comfortable working with a wide range of clients in diverse industries. In addition\, his certifications as a Social Media Strategist and software Master Instructor equip him to handle complex intellectual property matters arising in the Web 2.0 space.\nMatthew frequently collaborates on and authors articles on intellectual property on subjects ranging from social media and domain names to licensing\, branding\, and information technology. He is an active speaker and lecturer and is a frequent moderator and panelist at ABA\, INTA\, and other conferences. He has been an adjunct professor of law at Fordham University\, The Benjamin N. Cardozo School of Law\, and Columbia University. Matthew co-produced a series of 5 informational videos for the American Bar Association that illustrate intellectual property rights in different settings. \nMatthew received his B.S. in Psychology with a minor in Music Composition from Carnegie Mellon University and attended the Medical College of Pennsylvania\, (now part of Drexel University). He received his J.D. from the Benjamin N. Cardozo School of Law\, where he was president of the Intellectual Property Law Society and Acquisitions Editor of the top-ranked Cardozo Arts and Entertainment Law Journal. As an active alumnus\, he serves on the Alumni Executive Committee\, chairs the Alumni Intellectual Property Practice Group\, and mentors numerous young attorneys and law students. \nPrior to becoming a lawyer\, he managed emerging singer-songwriters and recording artists\, trained corporate employees of a pharmaceutical company to use software applications\, and studied medicine. Matthew’s passion for his work in intellectual property arises from a deep appreciation for creativity\, whether in the form of invention\, design\, expression\, or marketing. He regularly applies his love of technology\, language\, and culture. \nOutside of work\, Matthew\, a native of Philadelphia\, enjoys spending time with his wife\, a Brazilian staff member of the United Nations\, and their twin children. His interests range from music (including songwriting\, piano\, guitar\, and percussion)\, cooking\, SCUBA diving\, and martial arts.
URL:https://liafpn.org/event/ip-as-an-asset-with-matthew-asbel/
LOCATION:NY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200617T080000
DTEND;TZID=America/New_York:20200617T090000
DTSTAMP:20260417T124613
CREATED:20200619T193753Z
LAST-MODIFIED:20200619T195637Z
UID:908-1592380800-1592384400@liafpn.org
SUMMARY:Valuations in a Volatile Market Zoom Webinar
DESCRIPTION:Market volatility through COVID-19 has compromised innumerable businesses. It has also helped businesses reach unanticipated heights.\n\nJoin us Wednesday at 8:00 AM for a Zoom meeting with Larry Bloom and Philip Kanyuk\, as they walk us through multiple business scenarios and how each scenario effects the sale and purchase prices of a business.\n\nThis meeting is interactive\, meaning you can ask Larry and Philip questions throughout our time with them!
URL:https://liafpn.org/event/valuations-in-a-volatile-market/
LOCATION:Zoom
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200603T080000
DTEND;TZID=America/New_York:20200603T090000
DTSTAMP:20260417T124613
CREATED:20200619T194610Z
LAST-MODIFIED:20200619T195637Z
UID:914-1591171200-1591174800@liafpn.org
SUMMARY:Cutting Edge Estate Planning Techniques Zoom Webinar
DESCRIPTION:The recent drop in the Applicable Federal Rates (AFR) and Section 7520 Rate make this the best time for your high net worth clients to finance the purchase of their life insurance.\n\nJoin us on Wednesday\, June 3rd at 8:00 AM for a Zoom meeting with Carly Brooks\, JD\, CFP of John Hancock Advanced Markets\, as she goes over 3 alternative private funding techniques you absolutely have to know that allows your clients to take advantage of these historically low lending rates.\n\nEveryone in attendance will also receive a one-page cost comparison for each financing technique that you can begin using with your clients immediately.\n\nAs always\, this meeting is interactive – meaning you can ask Carly questions throughout our time with her!
URL:https://liafpn.org/event/914/
LOCATION:NY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200520T080000
DTEND;TZID=America/New_York:20200520T090000
DTSTAMP:20260417T124613
CREATED:20200619T194801Z
LAST-MODIFIED:20200619T195637Z
UID:918-1589961600-1589965200@liafpn.org
SUMMARY:Mitigating Cybersecurity Risk While Working from Home
DESCRIPTION:Join us on Wednesday\, May 20th at 8:00 AM for a Zoom meeting with David Steiner of Cypress Grove Technologies on how to ensure your online security is where it needs to be\, without breaking the bank.\n\nAs always\, this meeting is interactive – meaning you can ask David questions throughout our time with him!\n\n\n \n\n\n\n\n\n\n\nCypress Grove Technologies is a boutique IT firm that provides support\, consulting\, and services to small & mid-sized businesses throughout Manhattan and Long Island. Some of the services we offer our clientele are encrypted offsite backup; managed anti-virus with guaranteed inoculation; expert level remote desktop support; and 24/7 remote monitoring of servers and equipment. Our clients leverage our ability to proactively manage and maintain their networks\, minimize downtime\, and allow technology to go to work for them\, instead of getting in their way.
URL:https://liafpn.org/event/mitigating-cybersecurity-risk-while-working-from-home/
LOCATION:NY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200506T080000
DTEND;TZID=America/New_York:20200506T090000
DTSTAMP:20260417T124613
CREATED:20200619T195352Z
LAST-MODIFIED:20200619T195637Z
UID:925-1588752000-1588755600@liafpn.org
SUMMARY:CRITICAL information about bankruptcy restructuring during this financial crisis
DESCRIPTION:Join us on Wednesday\, May 6th at 8:00 AM for an interactive Zoom meeting with renowned bankruptcy attorney Andrew Thaler. Among the many critical subjects Andrew plans to discuss (listed below)\, he will also be highlighting the differences between Chapter 11 and the recently introduced Subchapter V reorganization under Chapter 11.\n\nKeep reading for a more detailed overview of what Andrew will educate us on during our meeting\, and for a bit about Andrew and his illustrious career. As always\, this meeting is interactive – meaning you can ask Andrew questions throughout our time with him.\n\nSPECIAL GUEST: ANDREW M. THALER\nAndrew M. Thaler is the founding member of Thaler Law Firm PLLC. With over 30 years of experience in the bankruptcy\, insolvency\, and restructuring fields\, his practice focuses on a wide spectrum of matters\, including representation of debtors\, creditors\, trustees\, and creditors’ committees in commercial chapter 11 and 7 cases\, consumer chapter 7 and 13 cases\, and various situated parties in complex bankruptcy litigation and insolvency matters. He has represented clients and handled matters in diverse industries\, including professional and service businesses\, manufacturing and retail companies\, and financial institutions.\nAs a federally appointed Chapter 7 Panel Trustee for the United States Bankruptcy Court for the Eastern District of New York since 1990\, Mr. Thaler has presided over twenty thousand bankruptcy cases. In addition to his bankruptcy practice\, he also serves as a mediator for the United States Bankruptcy Court for the Eastern District of New York and the Mediation Panel of the Commercial Division of the New York State Supreme Court\, Nassau County. \nMr. Thaler is active in the Nassau County Bar Association\, where he has served as a member of the Board of Directors\, former Dean of the Nassau Academy of Law\, and Chair of the Bankruptcy Law and Alternative Dispute Resolution Committees. He has lectured on bankruptcy and insolvency topics for the Nassau Academy of Law\, the National Business Institute\, the New York State Society of Certified Public Accountants\, and First American Title Insurance Company of New York. Mr. Thaler is a member of the New York City Bar Association’s Committee on Bankruptcy & Corporate Reorganization. He is Past President (2010) of The Theodore Roosevelt American Inn of Court. In 2003\, Mr. Thaler received the Partner in Justice Pro Bono Award from the Nassau/Suffolk Law Services Committee for his pro bono service to the community. \nMr. Thaler is rated “AV Preeminent” by Martindale-Hubbell\, the highest level in professional excellence\, and was recognized by L.I. Pulse Magazine in 2010 – 2016 as one of the region’s “Top Legal Eagles.” Mr. Thaler was named to the Super Lawyers list for the New York Metro area for excellence in bankruptcy in 2012 and each year thereafter to the present.
URL:https://liafpn.org/event/critical-information-about-bankruptcy-restructuring-during-this-financial-crisis/
LOCATION:NY
END:VEVENT
END:VCALENDAR