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June 2023
Banking Industry Insights and Relationship Building: An LIAFPN Breakfast!
We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, June 21st at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level for breakfast and a discussion on the banking industry. We will have the pleasure of having three distinguished speakers with us! Peter Manzi - City National Bank Steven Frisenda - Webster Bank Alan Cohen - Bank of America Our seasoned professionals will provide deep insights into the current trends in the banking industry and…
Find out more »LTC Webinar: Mutual of Omaha
We are excited to bring to your attention an invaluable webinar that we believe you should not miss. Mutual of Omaha is introducing some revolutionary methods to their underwriting process, aimed at making the selling of Long-Term Care Insurance (LTCi) a more streamlined and pleasant experience. The guest speaker for this event will be Chris Klement, Manager of Underwriting at Mutual of Omaha. He brings a wealth of knowledge and industry insights that will certainly add value to your understanding…
Find out more »July 2023
Nationwide “CareMatters Together” – MSPG Partner Virtual Meeting
Please join us to hear Alyssa De La Cruz, ChFC, CLU, CLTC, Nationwide's Regional CareMatters Wholesaler, review the shared LTC benefit pool and other features of the new CareMatters Together. Wednesday, July 12, 2023, 1:00 PM Eastern Nationwide CareMatters Together provides shared LTC coverage for both members of a couple. Linking long-term care protection with life insurance offers value in three key areas: More simplicity - the shared benefit pool helps make planning simpler More predictability - premium, benefits, and…
Find out more »Business After Hours! at The Refuge
Wishing everyone a happy July! Let's celebrate summertime with an exciting in-person get-together and bond over a Happy Hour! Please join LIAFPN on Wednesday, July 12th at 5:30 PM at The Refuge located at 515 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 »You’re Invited! Lunch at Blackstone Steakhouse
We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Tuesday, July 18th at 12:00 PM at Blackstone Steakhouse (10 Pinelawn Rd, Melville, NY 11747) for lunch! We will have the pleasure of presenting our new relationship with MassMutual and discuss all things Life and Disability Insurance. We hope you can make it! Please let us know by clicking the link below to confirm your attendance. We look forward to seeing you! Register Now
Find out more »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…
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