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...
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...
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...
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...
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...
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...
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...
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,...
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...
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...
