LIAFPN

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

Confirm Attendance

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

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

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

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

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

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

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

Why Attend?
This event is a unique opportunity to:

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

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

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

Business After Hours - Nov 2024
2024-11-13 17:30 - 19:30 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
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! 🍸
Please join us:
🗓️ When? Wednesday, November 13th at 5:30 PM
📍Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here: https://forms.gle/9HRXbKPXyZFfiEkx7

Business After Hours – Dec 2024
2024-12-04 17:30 - 19:30 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
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! 🍸

Please join us:
🗓️ When? Wednesday, December 4th at 5:30 PM
📍Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here: https://forms.gle/UH6DLLt9Gdnc9FTQ9

Business After Hours – Jan 2025
2025-01-15 17:30 - 19:30 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
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!
Please join us:
🗓️ When? Wednesday, January 15th at 5:30 PM
📍Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you!
To confirm attendance, please click here: https://forms.gle/HK2xECFuYsxXZCwo8

LIAFPN Breakfast: Social Security Updates and Strategies
2025-01-22 08:30 - 10:00 | Four Points by Sheraton, 333 S Service Rd, Plainview, NY, 11803, United States
We’re excited to invite you to a breakfast seminar on Wednesday, January 22nd, at 8:30 AM, at the Four Points by Sheraton, Melville Long Island (333 S Service Rd, Plainview, NY 11803).
Join us for a morning filled with Social Security Updates and Strategies and a delicious breakfast!
What’s on the Agenda?
We 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.
Event Highlights:

Learn about the latest Social Security updates
Explore strategies tailored to your needs
Gain valuable insights into maximizing your benefits

Don’t miss this opportunity to engage with an expert and take a step toward securing your financial future.
Why Attend?
Join 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!
Reserve Your Spot!
Don’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.
We’re looking forward to seeing you! Confirm your attendance here: https://forms.gle/xmVRVc9HW5V4YyJK7

MSPG Lunch & Learn - February 12, 2025
2025-02-12 12:00 - 13:30 | BOBBIQUE Restaurant, 70 W Main St, Patchogue, NY, 11772, United States
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:

The latest estate planning techniques
Insights into MassMutual’s updated product portfolio

📆 When? Wednesday, February 12th at 12:00 PM
📍 Where? BOBBIQUE Restaurant (70 W Main St, Patchogue, NY 11772)
Don’t miss this opportunity to gain valuable knowledge while enjoying a delicious lunch! We look forward to connecting with you!
To confirm attendance, please click HERE. Reservations required and space is limited!

Business After Hours - Feb 2025
2025-02-12 17:30 - 19:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Expand your network, make meaningful connections, and unwind with fellow professionals at LIAFPN’s Business After Hours!
Please join us:
📆 When? Wednesday, February 12th at 5:30 PM
📍 Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
To confirm attendance, please click here ➡️ https://forms.gle/bvQk6LDW4RjxMQXs9

LIAFPN Breakfast: February 19, 2025
2025-02-19 08:30 - 10:00 | 534 Broadhollow Road, Melville, NY, 534 Broadhollow Road, Melville, NY
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.
Join 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.
Understanding Long-Term Care Insurance

What LTC insurance covers and what it doesn’t
Cost factors and policy options
The importance of planning early
Common exclusions and benefit triggers

Legal Considerations & Estate Planning

Legal rights and responsibilities of policyholders
Medicaid eligibility vs. private LTC insurance
The role of powers of attorney and advance directives
Protecting assets and inheritance planning

Reserve Your Spot! https://forms.gle/LUagfcVbfoZr9Qtw8
Don’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.
We’re looking forward to seeing you!

LIAFPN Breakfast: March 26, 2025
2025-03-26 08:30 - 10:00 | 534 Broadhollow Road, Melville, NY, 534 Broadhollow Road, Melville, NY
CYBERSECURITY: How to Stay Safe from Identity Theft and Cybercrime
An LIAFPN Breakfast

Due 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.
Wednesday, March 26th, at 8:30 AM
534 Broadhollow Rd, Melville, NY 11747
Basement Conference Room
Join us as we discuss the hot topic of cybersecurity, simple safeguards you can implement, and how to stay safe from identity theft and cybercrime.
What’s on the Agenda?
In 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.
Why Attend?
Learn 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.
Reserve Your Spot!
Don’t miss out on this chance to meet and connect with like-minded individuals. We’re looking forward to seeing you!

To confirm attendance, please click HERE Reservations required and space is limited!

Business After Hours-April 2025
2025-04-16 17:30 - 19:30 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
We are thrilled to invite you to our upcoming April LIAFPN gathering!
April Event: Business After Hours!
Expand your network, make meaningful connections, and unwind with fellow professionals at LIAFPN’s Business After Hours!
Please join us:
When? Wednesday, April 16th at 5:30 PM
Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
Be sure to save the date for our Breakfast Seminar on 4/23.
To confirm attendance, please click here.

April 2025- LIAFPN Breakfast Event
2025-04-23 08:30 - 10:00 | 534 Broadhollow Road, Melville, NY, 534 Broadhollow Road, Melville, NY
CYBERSECURITY: How to Stay Safe from Identity Theft and Cybercrime
&
TARIFF’s: The Impacts of Trade & Tariff’s
An LIAFPN Breakfast
Wednesday, April 23 at 8:30 AM, 534 Broadhollow Road, Melville Conference Rm in Basement

Please join us! We will have 2 guest speakers discussing two hot topics on Cybersecurity & Tariff’s.
Why Attend?
Learn 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.
Learn what the latest is on U.S. tariffs, what’s their impact on consumers, markets and the global economy.
Don’t miss out on this chance to meet and connect with like-minded individuals. We’re looking forward to seeing you!
Please join us and reserve your spot here!

Business After Hours-May Event
2025-05-14 17:30 - 19:30 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
We are thrilled to invite you to our upcoming May LIAFPN gathering!
May Event: Business After Hours!
Expand your network, make meaningful connections, and unwind with fellow professionals at LIAFPN’s Business After Hours!
Please join us:
When? Wednesday, May 14th at 5:30 PM
Where? The Hilton (598 Broadhollow Rd, Melville, NY 11747)
To confirm attendance, please click here

LIAFPN Breakfast Seminar
Please save the date for our LIAFPN Breakfast Seminar on May 21st. Additional details and signup coming soon.

Business After Hours JUNE Summer Bash!!
2025-06-11 17:30 - 19:30 | 28 Cottage Avenue Bayshore, NY 11706, 28 Cottage Avenue, Bayshore, NY, 11706
Who says networking can’t be a party? Swing by our casual meet-up and connect with like-minded professionals in a fun setting.
June Event: Business After Hours Summer Bash!

To confirm attendance, please click HERE Reservations required and space is limited!

June 2025- LIAFPN Breakfast Event
2025-06-18 08:30 - 10:30 | 534 Broadhollow Road, Melville, NY, 534 Broadhollow Road, Melville, NY
Does Your Business Have a Will?
Drafting a business will is a vital step in securing the future of your company, but it can be a complex process that benefits from expert input. Legal and financial professionals can help ensure your business will is tailored to your business’s specific needs, addressing areas such as succession planning, tax efficiency, and regulatory compliance.
Please join us for a multi-faceted discussion on Business Succession Planning
When: Wednesday, June 18th at 8:30 AM, 534 Broadhollow Road, Melville Conference Rm in Basement
Why Attend?

When are business wills essential?
What are the benefits of creating a business will?
How to set up a business will
Expert guidance

Reserve Your Spot!
Don’t miss out on this chance to meet and connect with like-minded individuals. We’re looking forward to seeing you!
To confirm attendance, please click HERE Reservations required and space is limited!

June 26th Zoom Webinar
2025-06-26 11:00 - 12:00 | NY
EXCITING NEW LTC SOLUTION from John Hancock

Join us on June 26th at 11 am. EST for an exciting zoom webinar as we unveil LifeCare, John Hancock’s new hybrid IUL with LTC benefits designed to help clients live well today and protect tomorrow. With no labs or traditional paramedical exams required during underwriting and policies often issued within days, you can place business quickly and easily.

In this session, we’ll explore how LifeCare offers clients more when it’s needed most:

More growth: Unique “Annual Benefit Lock Guarantee” feature to help hedge against inflation
More healthy days: Clients can directly and positively impact their policy by participating in Vitality PLUS
More choice: Indemnity and/or reimbursement benefit payments available at claim time
More tax-favored treatment: Income tax-free benefits and potential LTC premium deductibility
More experience and support: LifeCare combines John Hancock’s 160 years of life insurance experience and access to care management experts

Don’t miss out! Learn how LifeCare can help grow your book of business and provide a more meaningful solution for your clients’ longevity planning.

Zoom meeting link here

*THIS IS the hottest new HYBRID available outside New York

LIAFPN: Speaker
Neil Himmelstein
President of MSPG, Inc.
Co-founder of LIAFPN
VP of Membership for NY/NAIFA

September 17th Breakfast Seminar
2025-09-17 08:30 - 10:30 | art league, 107 East Deer Park Ave, Deer Park, NY, 11746, United States
LIAFPN presents AN Exciting Breakfast Event
The Business of Art:
“Where Culture meets Capital”

Wednesday, September 17, 2025 at 8:30am
Location: The Art League
107 East Deer Park Rd. Dix Hills, NY 11746

Join our upcoming panel discussion and enjoy the beautiful surroundings discussing the “Business of Art”
High net worth clients turn to art not just for passion but part of a wealth strategy.

We will discuss:
· The size depth and intricacies of this market
·Key tax, estate, and investment considerations
·Marketing, storage, art financing and insurance protection
·Accounting issues and considerations

We look forward to seeing you!!! Please confirm your attendance here

Business After Hours – October 8, 2025
2025-10-08 17:30 - 19:00 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
You’re Invited: LIAFPN October Business After Hours Networking Event

Please join us:
📆 When? Wednesday, October 8th at 5:30 PM
📍 The Hilton (598 Broadhollow Rd, Melville, NY 11747)
To confirm attendance, please click here ➡️ https://forms.gle/xsgDzefgv5sBAZyo6
Join us for an evening of networking, connections, and conversations at the LIAFPN Business After Hours event! This is a great opportunity to meet fellow professionals, exchange ideas, and strengthen relationships within the Long Island Association of Financial Planning Network.

LIAFPN Breakfast: Big Beautiful Tax Strategies
2025-10-22 08:30 - 10:00 | 534 Broadhollow Road, Melville, NY, 534 Broadhollow Road, Melville, NY
We’re excited to invite you to a breakfast seminar on Wednesday, October 22nd, at 8:30 AM, at the Harrison Law Group, P.C., 534 Broad Hollow Road, Suite 100, Melville, NY 11747.
Join us for a morning filled with Big Beautiful Tax Strategies and a delicious breakfast!
What’s on the Agenda?

Discussion on indexing
New provisions of Secure Act 2.0 and how it affects retirement planning and legacy planning.

Reserve Your Spot!
Don’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.
We’re looking forward to seeing you! Confirm your attendance below.

LIAFPN Breakfast Seminar: Success Planning
2025-11-11 08:30 - 10:00 | Satty & Partners, 534 Broad Hollow Road, Suite 300, Melville, NY, 11747, United States
We’re excited to invite you to a breakfast seminar on Wednesday, November 12th, at 8:30 AM, at Satty & Partners, 534 Broad Hollow Road, Suite 300, Melville, 11747.
Join us for a delicious breakfast and discussion around Success Planning lead by Anthony Citrolo M&A Specialist!
Reserve Your Spot!
Don’t miss out on this chance to gain valuable updates and connect with like-minded professionals.
We’re looking forward to seeing you! Confirm your attendance below.
CLICK HERE TO REGISTER

LIAFPN: Business After Hours
2025-11-19 17:30 - 19:30 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Expand your network, make meaningful connections, and unwind with fellow professionals at LIAFPN’s Business After Hours!

LIAFPN - YEAR END HOLIDAY PARTY!
2025-12-03 18:30 - 21:30 | One10, 569 Broadhollow Rd, Melville, NY, 11747, United States
The LIAFPN is throwing a Year End Holiday Party (and it’s one not to be missed). We formally invite you to celebrate the end of another successful year of developing our business and personal relationships. Feel free to bring family, colleagues and friends.
Our Party will take place December 3rd from 6:30 to 9:30 PM.
Food and Beverage will be provided.
$50 cost (thanks to our sponsors who are covering 66% of the cost) to attend and must register in advance.

LIAFPN: Business After Hours
2026-01-14 17:30 - 19:30 | The Hilton, 598 Broadhollow Road, Melville, NY, 11747, United States
Join us for the first Business After Hours of the new year!
Expand your network, make meaningful connections, and unwind with fellow professionals at LIAFPN’s Business After Hours!
[Register Here]

The Future of Selling
2026-01-21 08:30 - 10:00 | Satty & Partners, 534 Broad Hollow Road, Suite 300, Melville, NY, 11747, United States
In the world of selling and client development, there are 5 different levels of mastery:

Awareness
Knowledge
Application
Skills
Habit

Join us for a special session led by fellow LIAFPN member, Rob Fishman of Sandler as he presents a workshop on:
The Future of Selling
How to Leverage Innovation in Your Sales and Business Development Process
[Click Here to Confirm Attendance]
