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December 2021

Pension Reform and Design Webinar by the Pension/Profit-Sharing Experts!

December 1, 2021 @ 8:00 am - 9:00 am

Please join us for a Zoom webinar on Wednesday, December 1st at 8:00 am where Andrew Roth of Danziger & Markhoff, LLP, will educate us on optimizing qualified retirement plan design for successful small businesses and update us on recent developments. *One CPE credit will be given upon request to accountants in attendance who are licensed to practice in New York, New Jersey or Connecticut. If you are an accountant and you wish to receive the CPE credit, you must…

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January 2022

The Professional Advantage: An LIAFPN Meeting

January 5 @ 8:00 am - 9:00 am

We'd like to wish everyone a terrific Holiday! We will be resuming our meetings first week of January. Please join us for a Zoom meeting on Wednesday, January 5th at 8:00 am with expert, Rob Fishman. In this meeting, Rob will lead an informative session on how to increase revenues in 2022 by obtaining and leveraging relationships with ideal clients. Register Here

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Advocacy vs. Selling: The Art of Achieving ‘Clients for Life’ – A NAIFA Webinar!

January 26 @ 9:00 am - 10:00 am

Join us for NAIFA-New York's brand-new webinar series - NAIFA-New York on Wednesday January 26th at 9 AM. The Professional Advantage. We're kicking off this first webinar with our 2022 Board of Directors' Installation and "Advocacy vs. Selling: The Art of Achieving 'Clients for Life'" with Bruce Libman, CEO of Accountant's Resource Group. Click here to register: https://naifa.zoom.us/webinar/register/WN_FtAv1fyqTGW4JwiTpDQGxg

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February 2022

Professional Virtual Networking: An LIAFPN Meeting!

February 2 @ 8:00 am - 9:00 am

Please join us for a Zoom meeting on Wednesday, February 2nd at 8:00 am with professional sales trainer, Rob Fishman. Rob returns to share insights on building professional relationships. In this meeting, we'll explore networking in the virtual realm through a moderated discussion and breakout groups. To register, please click here: https://us02web.zoom.us/meeting/register/tZYod-ytrDooH9DPkvL-ihU3nkYEu0jQq0ct

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How To Crush It On LinkedIn In 2022: A NAIFA-New York Meeting

February 9 @ 9:00 am - 10:00 am

We invite you to join us on Wednesday, February 9th at 9:00 AM for a discussion led by Julbert Abraham of Abraham Global Marketing with tips and tricks on using LinkedIn to leverage your success. The meeting is NAIFA-New York's second webinar in their NEW series - NAIFA-New York @ 9: The Professional Advantage. We encourage you to forward this invitation to anyone who may benefit. Click here to register

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LIAFPN Event: P&C Insurance Best Practices (Free CPE Credit!)

February 16 @ 8:00 am - 9:00 am

Please join us for a Zoom meeting on Wednesday, February 16th at 8:00 am with financial advisor, Neil Levy. Neil will discuss the proper handling of PC insurance sales practices to help your clients avoid harmful pitfalls. Qualified attendees are eligible for one free CPE credit. To register, please click here

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March 2022

Live Event: Business After Hours!

March 17 @ 5:30 pm - 7:30 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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We are thrilled to continue our in person meetups. Let's connect over Happy Hour! Please join us on March 17th 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: https://forms.gle/hLghBkcvPZ2WeAfUA

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April 2022

Mutual of Omaha LTC Planning & Product Training

April 1 @ 11:30 am - 12:15 pm

Catch John Gibbons' LTC webinar on Friday, April 1, 11:30 a.m.-12:15 p.m. (EST) In this meeting, John will discuss positioning LTC as a retirement planning tool, LTC Statistics, cost of care, a simple 3-step sales process, and much more! Register Here: https://register.gotowebinar.com/rt/17911466366011149

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JOIN US FOR NAIFA-NEW YORK’S SPRING MEMBER EXPERIENCE TOUR!

April 18 - April 21

Join NAIFA-New York for our Spring Member Experience Tour. With four dates and five locations, join us on the date and time most convenient to you. Each stop on this incredible tour is carefully designed to provide maximum value for your time and attendance, including great sales training that you can put to work right away, as well as networking with industry experts and sponsors. Best of all, we will be featuring our greatest resource...YOU! Members and non-members alike will…

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May 2022

Business and Bowling After Hours!

May 11 @ 6:00 pm - 8:30 pm
Bowlero, 895 Walt Whitman Rd
Melville, NY 11747 United States
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$25

We are thrilled to continue our in-person meetups... so let's have fun and connect over some Bowling! Please join us on May 11th from 6:00 - 8:30 PM at Bowlero located at 895 Walt Whitman Rd, Melville, NY 11747 For this event, we are requiring pre-registration to reserve lanes and will be asking for $25 per person to participate. Mingle with other financial professionals, including CPAs and Attorneys, in a fun and exciting environment. We look forward to connecting with…

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Asset Protection for Long Term Care

May 17 @ 8:30 am - 9:30 am

Date: Tuesday, May 17th Time: 8:30 - 9:30 AM Join award-winning Senior Partner Melissa Negrin-Wiener along with guest Neil Himmelstein, President of Main Street Planning Group, Inc., a full-service insurance brokerage firm. The two will discuss the importance of planning ahead and strategies to protect assets in order to fund the costs of Long-Term Care. Register Here

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Collaborating with Case Studies

May 18 @ 8:00 am - 11:30 am
Encore Luxury Living, 300 Jericho Tpke
Jericho, NY 11753 United States
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Please join us on May 18th at 8:00 AM at Encore Luxury Living located at 300 Jericho Tpke, Jericho, NY 11753. Enjoy a FREE continental breakfast as we discuss case studies involving Elder Care, Accounting, Insurance, and Mortgages. Plus, we'll have a tour of the facilities! Join fellow LIAFPN members and experts in law, accounting, finance, and mortgage for this special meeting. To confirm attendance, please click here

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