Events Search and Views Navigation
July 2023
ChatGPT Is Here: An LIAFPN Breakfast
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. We will have the pleasure of having a very distinguished speaker with us! Rob Fishman - Sandler Training Rob will provide deep insights into ChatGPT, and what AI means for the future of businesses. We hope you can make it! Please let us know by clicking here to confirm your attendance. We look forward to seeing you!
Find out more »August 2023
Harrison’s Trail: Memorial Golf Outing for Harrison Frisenda
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. All funds raised will go towards Harrisons Trail Inc. and will be funding annual scholarships for the Sachem School District in Harrison's honor. Additional funds raised will support Horse Ability Center for Equine Facilitated Programs, improving lives of children and adults with special needs. For more information, or if you'd like to support, please contact Steven Frisenda using the details below. Wind Watch Golf &…
Find out more »September 2023
Retirement Plans for Small Businesses
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. Here’s how it works: you’ll register, download study materials, attend the presentation, and take the exam for 20 CPE Credits! PLEASE NOTE: Program Name: Retirement Plans for Small Businesses Once registration is complete you will be redirected to download and review your study material To receive credit, you are required to take an…
Find out more »September: Business After Hours!
Hope everyone is enjoying their September! Let's celebrate the end of summer with another fun in-person gathering and connect over Happy Hour! Please join us on Wednesday, September 13th 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
Find out more »Elevate Your Game – NAIFA-New York’s 2023 State Conference
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: Date: Wednesday, September 20th Location: Jay Suites Bryant Park, 109 West 39th Street, New York, NY 10018 Time: 9:45 AM to 3 PM Event Highlights: Inspiration from Giants: Delvin Joyce, former NY Giant turned financial advisor, will be sharing his…
Find out more »November 2023
Business After Hours! November 2023
Hope everyone is enjoying the Fall weather! Let's celebrate with another fun in-person gathering and connect over Happy Hour! Please join us: When? Wednesday, November 1st 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.
Find out more »Breakfast Seminar: Mental Health & Long Term Care Planning
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. Please join us: When? Wednesday, November 8th at 8:00 AM Where? 201 Old Country Rd, Melville, NY 11747, Lower Level This 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…
Find out more »February 2024
Does Your Business Have A Will?
As 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. Please join us: When? Wednesday, February 14th at 8:30 AM Where? Four Points by Sheraton Melville Long Island (333 S Service Rd, Plainview, NY 11803) This 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…
Find out more »March 2024
March Event: Business After Hours!
Spring is just around the corner! Let's celebrate with another fun in-person gathering and connect over Happy Hour! Please join us: When? Wednesday, March 6th 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
Find out more »Business Strategies & Breakfast: Pension Reform
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). Join us for a morning filled with crucial insights and a delicious breakfast! What's on the Agenda? Latest 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…
Find out more »Back to Business: Presented by LI News Radio & LIAFPN
Save the date for a fantastic FREE networking event: Back To Business! Please join us: When? Tuesday, March 26th from 6PM to 9PM Where? Long Island MacArthur Airport (Newly Renovated!) Perks for LIAFPN Members: Free 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…
Find out more »April 2024
Preparing Your Family Business for Sale and Succession Planning: An LIAFPN Breakfast
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). Join us for a morning filled with crucial insights and a delicious breakfast! What's on the Agenda? Preparing 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…
Find out more »