Past Events

We are thrilled to present another fantastic opportunity to connect and learn! Please join us on September 22nd at 8:00 AM at Encore Luxury Living located at 300 Jericho Tpke, Jericho, NY 11753. Enjoy a FREE continental breakfast as we discuss annuities, use, and taxation in financial planning! LIAFPN Members may bring one guest for FREE. Any more guests than that will be $25 per person. Join fellow LIAFPN members and experts in law, accounting, finance, and mortgage for this…

Autumn has arrived. Time to trick or treat yourself to another fun in-person gathering. Let's connect over Happy Hour! Please join us on Thursday, October 20th 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  

We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, November 9th at 8:00 AM at 201 Old Country Rd Melville NY 11747 Lower Level for a Sexual Harassment Prevention Seminar & Breakfast! We are honored to have Rashmee Sinha, a renowned employment defense lawyer from KDV Law, to give a one-hour sexual harassment prevention training seminar. (This will fill your Training requirement if necessary). She will also be bringing you up to date on all the changes…

We're pleased to share that MSPG's Neil Himmelstein is sponsoring The Long Island Alzheimer's & Dementia (LIAD) Center's 6th Annual Cocktails & Casino Night! Tuesday, November 15th, 6:00 PM - 10:00 PM Pre-Registration is required! View the flyer below and click here to RSVP

Our last few Happy Hour events were a blast, and we are thrilled to to meet in person again! This time, we're celebrating the Holidays! Please join us on Wednesday, December 14th 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.

CPE Credits available for all CPA's who attend! CFP Credits available for Certified Financial Planners who attend!   We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, January 11th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Qualified Retirement Plan Design for Business Owners! We are honored to have Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, share ways business…

The New Year has arrived! Time to celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, January 18th 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

We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, February 8th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Reverse Mortgages & Long-Term Care Protection Strategies. Tim Kennedy, Certified Reverse Mortgage Professional and host of “It’s Just A Mortgage” radio show, will provide an overview of reverse mortgage options. He will discuss how a reverse mortgage equity line of credit can assist homeowners…

Hope everyone is enjoying their February! Let's celebrate with another fun in-person gathering. Let's connect over Happy Hour! Please join us on Wednesday, February 22nd 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

Join us on Wednesday, March 1st at 6 pm for the 2023 ACLD Poker for a Purpose Kickoff Event at Simplay in Hauppauge! There will be complementary simulator games & hors d’oeuvres and an opportunity for extra chips & casino dollars if you register for the #PokerForAPurpose event in May. Register below to experience this fantastic evening of networking and fun while supporting ACLD and its mission to provide opportunities for children and adults with autism, learning & developmental disabilities. Register Here