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DTSTART;TZID=America/New_York:20200506T080000
DTEND;TZID=America/New_York:20200506T090000
DTSTAMP:20260418T030323
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200422T080000
DTEND;TZID=America/New_York:20200422T090000
DTSTAMP:20260418T030323
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:20260418T030323
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:20260418T030323
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:20260418T030323
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
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200130T160000
DTEND;TZID=America/New_York:20200130T200000
DTSTAMP:20260418T030323
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:20260418T030323
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
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