We're excited to invite you to a breakfast seminar on Wednesday, June 18th, at 8:30 AM, at 534 Broadhollow Road, Melville NY 11747, Basement Conference Room. Please join us for a multi-faceted discussion on Business Succession Planning with speaker Neil Himmelstein. Does Your Business Have a Will? Drafting a business will is a vital step...
Join us Thursday, June 26 at 11:00 AM EST for a live webinar unveiling LifeCare, the hottest new hybrid solution available outside New York. Zoom Meeting Link: https://us02web.zoom.us/j/87645607192 LifeCare is John Hancock’s innovative hybrid Indexed Universal Life (IUL) product with built-in Long-Term Care (LTC) benefits—designed to help clients live better today while securing their future....
June 9 @ 5:30 pm - 7:00 pm SUMMER BASH! Who says networking can’t be a party? Swing by our casual meet-up and connect with like-minded professionals in a fun setting. Please join us: 📆 When? Wednesday, June 9th at 5:30 PM 📍 Where? One10 Mondern Italian Inn Restuarant (569 Broadhollow Road | Melville, NY 11747) To...
Webinar @ 1:00 pm You're invited: Next webinar in the Underwriting Awareness Month series. Underwriting in the Ozempic® Era 📆 Thursday, July 24, 2025 💻 1:00pm ET online Join us as Nationwide explores evidence-based insights on GLP-1 medications—like Ozempic®—and their implications for underwriting. They will cover benefits, risks, and potential pitfalls to help you stay...
We are thrilled to invite you to our upcoming September LIAFPN gathering! Please join us: 📆 When? Wednesday, September 10th at 5:30 PM 📍 The Hilton (598 Broadhollow Rd, Melville, NY 11747) To confirm attendance, please click here ➡️ This event has been canceled. Expand your network, make meaningful connections, and unwind with fellow professionals at...
Join our upcoming LIAFPN Breakfast panel discussion and enjoy the beautiful surroundings discussing the “Business of Art” where high net worth clients turn to art not just for passion but part of a wealth strategy. 📅 Wednesday, September 17, 2025 at 8:30am 📍 The Art League, 107 East Deer Park Rd. Dix Hills, NY 11746...
You’re Invited: LIAFPN October Business After Hours Networking Event Please join us: 📆 When? Wednesday, October 8th at 5:30 PM 📍 The Hilton (598 Broadhollow Rd, Melville, NY 11747) To confirm attendance, please click here ➡️ https://forms.gle/xsgDzefgv5sBAZyo6 Join us for an evening of networking, connections, and conversations at the LIAFPN Business After Hours event! This is a...
We're excited to invite you to a breakfast seminar on Wednesday, October 22nd, at 8:30 AM, at the Harrison Law Group, P.C., 534 Broad Hollow Road, Suite 100, Melville, NY 11747. Join us for a morning filled with Big Beautiful Tax Strategies and a delicious breakfast! What's on the Agenda? Discussion on indexing New provisions of Secure Act...
Join us for a LIAFPN breakfast and a discussion on Success Planning lead by Anthony Citrolo an M&A Specialist. 📅 Wednesday, November 12, 2025 at 8:30am 📍 Satty & Partners, 534 Broad Hollow Road, Suite 300, Melville, 11747 Reserve Your Spot! https://lp.constantcontactpages.com/ev/reg/jcvdegr Don’t miss out on this chance to meet and connect with like-minded individuals. We're...
You’re Invited: LIAFPN October Business After Hours Networking Event Please join us: 📆 When? Wednesday, November 19th at 5:30 PM 📍 The Hilton (598 Broadhollow Rd, Melville, NY 11747) To confirm attendance, please click here ➡️ https://lp.constantcontactpages.com/ev/reg/prebtx9 Join us for an evening of networking, connections, and conversations at the LIAFPN Business After Hours event! This is...
