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September 2023

September: Business After Hours!

September 13, 2023 @ 5:30 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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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

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Elevate Your Game – NAIFA-New York’s 2023 State Conference

September 20, 2023 @ 9:45 am - 3:00 pm
Jay Suites Bryant Park, 109 West 39th Street, New York, NY 10018, 109 West 39th Street
New York, NY 10018 United States
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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…

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November 2023

Business After Hours! November 2023

November 1, 2023 @ 5:30 pm - 9:00 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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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.

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Breakfast Seminar: Mental Health & Long Term Care Planning

November 8, 2023 @ 8:00 am - 11:30 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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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…

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February 2024

Does Your Business Have A Will?

February 14 @ 8:30 am - 10:30 am
Four Points by Sheraton, 333 S Service Rd
Plainview, NY 11803 United States
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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…

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March 2024

March Event: Business After Hours!

March 6 @ 5:30 pm - 8:00 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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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

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Business Strategies & Breakfast: Pension Reform

March 13 @ 8:30 am - 10:30 am
Four Points by Sheraton, 333 S Service Rd
Plainview, NY 11803 United States
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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…

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Back to Business: Presented by LI News Radio & LIAFPN

March 26 @ 6:00 pm - 9:00 pm
Macarthur airport, 100 Arrival Ave
Ronkonkoma, NY 11779 United States
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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…

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April 2024

Preparing Your Family Business for Sale and Succession Planning: An LIAFPN Breakfast

April 17 @ 8:30 am - 11:00 am
Four Points by Sheraton, 333 S Service Rd
Plainview, NY 11803 United States
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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…

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April LIAFPN Event: Business After Hours!

April 24 @ 5:30 pm - 8:00 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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Spring is here! Let's celebrate with another fun in-person gathering and connect over Happy Hour! Please join us: When? Wednesday, April 24th 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

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May 2024

Update on the Long-Term Care Landscape with Christine Travis from Nationwide: An LIAFPN Breakfast

May 15 @ 8:30 am - 11:00 am
Four Points by Sheraton, 333 S Service Rd
Plainview, NY 11803 United States
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Update on the Long-Term Care Landscape with Christine Travis from Nationwide: An LIAFPN Breakfast We're excited to invite you to a breakfast seminar on Wednesday, May 15th, 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? Update on the Long-Term Care Landscape: Christine Travis from Nationwide will delve into important updates affecting the long-term care…

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May Event: Business After Hours! – The Hilton

May 22 @ 5:30 pm - 7:30 pm
The Hilton, 598 Broadhollow Road
Melville, NY 11747 United States
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Spring is in full swing and summer is around the corner! Let's celebrate with another fun in-person gathering and connect over Happy Hour! Please join us: When? Wednesday, May 22nd 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

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