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BEGIN:VEVENT
DTSTART;VALUE=DATE:20230821
DTEND;VALUE=DATE:20230822
DTSTAMP:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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:20260417T142827
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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200422T080000
DTEND;TZID=America/New_York:20200422T090000
DTSTAMP:20260417T142827
CREATED:20200619T195552Z
LAST-MODIFIED:20200619T195637Z
UID:928-1587542400-1587546000@liafpn.org
SUMMARY:Estate & Elder Planning
DESCRIPTION:Join us this Wednesday\, April 22nd at 8:00 AM for another interactive Zoom meeting where the highly-esteemed Lawrence J. Scherer will conduct an in-depth review of Estate and Elder Law planning issues in light of COVID-19. You do not want to miss this meeting!\n\nLawrence will be discussing a number of things including changes to State and Federal laws that could affect your clients\, both positively and negatively\, and are important for you to be informed about as a professional advisor.\n\n\nSPECIFIC TOPICS OF DISCUSSION \n1. Covid-19 has made it apparent the need for Health Care Proxies\, Living Wills and Burial Instruction Directives. The need is even greater for unmarried individuals who may become hospitalized without creating a plan.\n2. NY State recently changed the “In Community” or home Medicaid laws\, requiring an increased look-back period of 30 months before qualifying for Medicaid. For our elderly family and clients\, failure to react to these changes may result in major loss of inheritance.\n3. Federal and State Estate Tax laws are sure to change as both national and state debt reaches unprecedented levels. Where the tax laws go from here is unknown\, but the client that fails to use the favorable provisions we have now\, may regret their delay. This is of real concern whether the current laws sunset\, or a change in administration throws the laws into flux again. The US government will need to address ways to reduce their burgeoning debt and the Estate Tax is ripe for the picking. \n\nSPECIAL GUEST: LAWRENCE J. SCHERER\nLawrence J. Scherer\, Esq.\, CPA\, LL.M.\, is the Managing Member of the law firm of SCHERER & PUDELL\, PLLC\, and is a practicing Estate Planning and Elder Law Attorney in Garden City\, New York. Holder of a CPA license since 1985\, he received his Juris Doctor degree from Brooklyn Law School in 1989 and his LL.M.\, in Taxation from the Graduate Law Division of New York University School of Law in 1991.\nPrior to establishing SCHERER & PUDELL\, PLLC\, he had performed both domestic and international tax planning for one of the “Big Six” accounting firms\, worked in the tax department of a large NYC law firm\, in addition to clinical assignments with the District Counsel Office of the Internal Revenue Service and Law Department of the Nassau County Surrogate’s Court. He has had numerous radio and TV appearances\, lectured on various Estate Planning issues and drafted articles on topics from Charitable Remainder Trusts to International Tax Planning for the Expatriate. He works with numerous accountants\, attorneys\, insurance agents\, financial planners and stockbrokers in designing and implementing sophisticated Estate Planning programs. He limits his practice to Estate & Business Succession Planning\, Elder Law\, Probate and Administration\, Real Estate\, Corporate and Tax Law.
URL:https://liafpn.org/event/928/
LOCATION:NY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200416T080000
DTEND;TZID=America/New_York:20200416T170000
DTSTAMP:20260417T142827
CREATED:20200619T201258Z
LAST-MODIFIED:20200619T201344Z
UID:932-1587024000-1587056400@liafpn.org
SUMMARY:10 Ways To Improve Your Marketing In Your Downtime
DESCRIPTION:Despite the challenges COVID-19 has forced us all to contend with\, this is not the time to pull back on marketing. Yet we do need to change some of our tactics and adapt to new circumstances. \nLearn how to stay top of mind with your clients and prospects\, boost your online presence and position yourself for a faster economic recovery. \nJoin us this Thursday\, April 16th at 8:00 AM for a free interactive zoom meeting with special guest Edie Reinhardt\, Principal of RDT Content Marketing\, where you can raise questions and topics for discussion! \n  \nSPECIAL GUEST: EIDIE REINHARDT \nEdie is a former practicing attorney turned marketer and writer. She specializes in helping attorneys\, accountants and financial advisors showcase their expertise and successfully target their marketing so they can attr act more clients. Her services include marketing strategy\, content development\, social media and websites.\nActive in the industry\, Edie is Executive Vice President of the Public Relations Professionals of Long Island and a member of the Legal Marketing Association and Social Media Association. She is also former co-chair of the Attorney-Accountant Committee of the Nassau County Bar Association. In 2017\, she received the Excellence in Communications Award by Long Island Business News. Edie speaks and writes extensively\, educating firms on how to make the most of their marketing resources.
URL:https://liafpn.org/event/10-ways-to-improve-your-marketing-in-your-downtime/
LOCATION:NY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200409T080000
DTEND;TZID=America/New_York:20200409T090000
DTSTAMP:20260417T142827
CREATED:20200619T201500Z
LAST-MODIFIED:20200619T201500Z
UID:935-1586419200-1586422800@liafpn.org
SUMMARY:Selling in Uncertainty
DESCRIPTION:Rob Fishman\, Partner and Owner\, Sandler Training\nBusiness Growth Architect\nAuthor & Keynote Speaker\nSales Trainer\, Sales Management\n& Leadership Advisor \nDrawing on over 35 years of business ownership\, Rob Fishman is a partner and owner of Sandler Training of Hauppauge\, a Long Island based company that focuses on executive leadership\, sales\nmanagement and the sales process. He has coached\, trained\, and\nmentored sales and sales management teams\, as well as executive\nleadership on the Sandler systems and team-building to help his\nclients extract the growth and profitability they are seeking.
URL:https://liafpn.org/event/selling-in-uncertainty/
LOCATION:NY
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200219T074500
DTEND;TZID=America/New_York:20200219T100000
DTSTAMP:20260417T142827
CREATED:20200619T201658Z
LAST-MODIFIED:20200619T201729Z
UID:938-1582098300-1582106400@liafpn.org
SUMMARY:The Secure Act and the Estate Tax Time Bomb
DESCRIPTION:This month’s topic will be: “The Secure Act and the Estate Tax Time Bomb” Uncover the hidden Estate tax consequences and solve the tax time bomb this creates with legal and insurance concepts. \nPresenter: Lawrence Scherer\, Scherer & Pudell\, PLLC\nTopic: Estate Tax issues coming up and the charitable gifting of retirement funds \nPresenter: Jeffrey Radosevich\, Regional VP Prudential Individual Life\nTopic: Planning discussions and opportunities.
URL:https://liafpn.org/event/the-secure-act-and-the-estate-tax-time-bomb/
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:20200130T160000
DTEND;TZID=America/New_York:20200130T200000
DTSTAMP:20260417T142827
CREATED:20200619T201941Z
LAST-MODIFIED:20200619T201941Z
UID:941-1580400000-1580414400@liafpn.org
SUMMARY:LIAFPN Joint Conference Event with NAIFA
DESCRIPTION:Special Remarks\nThe Honorable Gregory Serio\, former NYS Superintendent of Insurance and current NAIFA-NYS Executive Director\, will shine light on NAIFA-NYS initiatives to protect producers and their clients and will offer insight into the game-changing Reg 187 best interest standard and the Dept. of Financial Services (DFS) cyber-security rule. \n  \n  \nPanel Discussion\nAn industry panel will explore how carriers have updated and differentiated their indexed life products (via bonuses\, multipliers\, other incentives) in response to Reg 187\, to today’s historically low interest rates\, and to a change in the CSO mortality table that affects carrier reserves. Neil Himmelstein\, Pres. of Main Street Planning Group\, will moderate.
URL:https://liafpn.org/event/liafpn-joint-conference-event-with-naifa/
LOCATION:Heritage Club\, 99 Quaker Meeting House Rd\, Farmingdale\, NY\, 11735
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20191204T180000
DTEND;TZID=America/New_York:20191204T200000
DTSTAMP:20260417T142827
CREATED:20200619T202042Z
LAST-MODIFIED:20200619T202042Z
UID:946-1575482400-1575489600@liafpn.org
SUMMARY:Holiday Happy Hour Get Together
DESCRIPTION:LIAFPN Holiday Happy Hour at Huntington Hilton located at:\n598 Broadhollow Rd\, Melville\, NY 11747 \nWednesday\, December 4th from 6:00 to 8:00pm \nCome network and make some new friends.\nBring your suggestions on educational programs that you would like to see in the future.\nAppetizers – Cash Bar
URL:https://liafpn.org/event/holiday-happy-hour-get-together/
LOCATION:NY
END:VEVENT
END:VCALENDAR