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April 2023
Live Event: Business After Hours!
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
Find out more »May 2023
Buy-Sell Agreements: Taxable Estate Plan Implications?
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,…
Find out more »MSPG Educational Meeting: The LTC Interview Roadmap for Clients/Prospects
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
Find out more »MSPG Educational Meeting: The LTC Interview Roadmap for Clients/Prospects
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
Find out more »Is your Buy-Sell Causing Your Estate Plan To Be Taxable?: An LIAFPN Gathering!
Hosted by Gregory Matalon & Robert Barnett Featuring a Prelude by Neil Himmelstein & A Discussion with Phil Kanyuk We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, May 31st at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level. This meeting is especially designed for financial professionals, attorneys, and CPAs. We will have the pleasure of having four distinguished speakers discussing three crucial topics: Does Your Business Have a Will? Bringing…
Find out more »June 2023
LIAFPN Event: Business After Hours! – Bijou in Melville
Wishing everyone a joyous start to June! Let's welcome the arrival of summertime with an exciting in-person get-together and bond over a Happy Hour! Please join us on Wednesday, June 14th at 5:30 PM at Bijou located at 400 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 »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!
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