Past Events

Join us and learn how to Implement Care Planning into Your Practice With Glenn Usher and Julia Mauro Tuesday, August 3rd 11:00 AM P.S.T(2 PM E.S.T) You're invited!- GA Vision Series Call Please join your Lincoln team for a conversation that will explore the MoneyGuard Suite of products. We will demonstrate how to align each solution to your individual client’s unique situation based on their risk tolerance, investment style, and specific long-term care concerns. You will also learn just where…

Signature Term and Signature GUL Combo Webinar Wednesday, September 8th, 2021 at 1 p.m. CDT Join us for a live webinar highlighting: Signature Term Signature Guaranteed Universal Life Term Conversions Register Here

Plan ahead to join us on Oct. 21 at 3:30 p.m. ET to see what AIC/AAS has to offer. Hear about our culture, why we're different and how we are positioned to help you grow your financial planning or investment management practice under the roof of a mutual based organization. Learn about: Our multi-custodian platform for brokerage and fee-based business. Our technology roadmap. Our sophisticated sales and consulting teams. Every attendee will receive a complimentary, confidential practice management consultation and…

We invite you to join us on Tuesday, November 30th at 10:00 AM for a discussion led by Neil Himmelstein with additional insights by John Gibbons. To support you during Long Term Care Awareness Month, we'll offer new ways to connect with your clients via fresh sales strategies and ideas. We encourage you to forward this invitation to anyone who may benefit. Click here to register for this Zoom conference:

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…

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

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

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

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