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November 2022

MSPG: Cocktails & Casino Night!

November 15, 2022 @ 6:00 pm - 10:00 pm
The Heritage Club, 99 Quaker Meeting House Rd
Farmingdale, NY United States
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We're pleased to share that MSPG's Neil Himmelstein is sponsoring The Long Island Alzheimer's & Dementia (LIAD) Center's 6th Annual Cocktails & Casino Night! Tuesday, November 15th, 6:00 PM - 10:00 PM Pre-Registration is required! View the flyer below and click here to RSVP

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December 2022

An LIAFPN Holiday Gathering

December 14, 2022 @ 5:30 pm - 7:30 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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Our last few Happy Hour events were a blast, and we are thrilled to to meet in person again! This time, we're celebrating the Holidays! Please join us on Wednesday, December 14th at 5:30 PM at The Hilton located at 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.

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January 2023

2023 Pension update Seminar & Breakfast (CPE and CFP credits available for qualified attendees)

January 11 @ 8:30 am - 10:30 am
201 Old Country Rd Melville NY 11747 Lower Level, 201 Old Country Rd Lower Level
Melville, NY 11747 United States
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CPE Credits available for all CPA's who attend! CFP Credits available for Certified Financial Planners who attend!   We are thrilled to present another fantastic opportunity to connect and learn! Please 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! We are honored to have Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, share ways business…

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January 2023: Business After Hours

January 18 @ 5:30 pm - 7:30 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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The New Year has arrived! Time to celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, January 18th at 5:30 PM at The Hilton located at 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

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February 2023

2023 LTC & Reverse Mortgages Seminar & Breakfast: An LIAFPN Gathering!

February 8 @ 8:30 am - 11:00 am
201 Old Country Rd Melville NY 11747 Lower Level, 201 Old Country Rd Lower Level
Melville, NY 11747 United States
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We are thrilled to present another fantastic opportunity to connect and learn! Please 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. Tim 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…

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Business After Hours – February 2023!

February 22 @ 5:30 pm - 8:00 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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Hope everyone is enjoying their February! Let's celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, February 22nd at 5:30 PM at The Hilton located at 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

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March 2023

2023 ACLD Poker for a Purpose Kickoff Event

March 1 @ 6:00 pm - 8:00 pm
Simplay in Hauppauge

Join us on Wednesday, March 1st at 6 pm for the 2023 ACLD Poker for a Purpose Kickoff Event at Simplay in Hauppauge! There 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. Register 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. Register Here

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2023 Social Security Benefits Seminar & Breakfast: An LIAFPN Gathering!

March 22 @ 8:00 am - 11:00 am
201 Old Country Rd Melville NY 11747 Lower Level, 201 Old Country Rd Lower Level
Melville, NY 11747 United States
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Hosted by Ken Fish & Brian Doherty Sponsored by NAIFA We are thrilled to present another fantastic opportunity to connect and learn! Please 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. Ken 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…

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April 2023

Live Event: Business After Hours!

April 26 @ 5:30 pm - 8:00 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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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! Please join us on Wednesday, April 26th at 5:30 PM at The Hilton located at 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

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May 2023

Buy-Sell Agreements: Taxable Estate Plan Implications?

May 18 @ 2:00 pm - 4:00 pm

Don't miss out! Join us as we explore prevalent buy-sell structures and their effects on your business owner clients.   On Thursday, May 18th, at 2:00 PM EST, Ryan Patton of Lincoln Financial will explain the crucial importance of ensuring a business owner's succession plan can withstand IRS scrutiny.   Could your buy-sell agreement make your estate plan taxable? Address this question now, rather than when it's too late.   This presentation is open to all channels. General Agents, Management,…

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MSPG Educational Meeting: The LTC Interview Roadmap for Clients/Prospects

May 23 @ 11:30 am - 12:30 pm

Brought to you by Mutual of Omaha! Catch John Gibbons' LTC webinar on Tuesday, May 23rd, at 11:30 AM - 12:15 PM EST. Establishing a plan and emphasizing the significance of "Extended Care" planning is crucial. Possessing a roadmap will enable a smoother and more efficient process. Initiating with inquiries will assist in identifying the necessity and customizing a proposal. Click below for more information and to register for this Webinar: Tuesday 5/23

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MSPG Educational Meeting: The LTC Interview Roadmap for Clients/Prospects

May 25 @ 11:30 am - 12:30 pm

Brought to you by Mutual of Omaha! Catch John Gibbons' LTC webinar on Thursday, May 25th, at 11:30 AM - 12:15 PM EST. Establishing a plan and emphasizing the significance of "Extended Care" planning is crucial. Possessing a roadmap will enable a smoother and more efficient process. Initiating with inquiries will assist in identifying the necessity and customizing a proposal. Click below for more information and to register for this Webinar: Thursday 5/25

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