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  • Elevate Your Game – NAIFA-New York’s 2023 State Conference

    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,...

  • Business After Hours! November 2023

    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...

  • Breakfast Seminar: Mental Health & Long Term Care Planning

    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...

  • Does Your Business Have A Will?

    As we navigate through the chilly embrace of February, let's come together for a compelling seminar to engage in discussions on a subject of significant importance to many professionals. Please join us: When? Wednesday, February 14th at 8:30 AM Where? Four Points by Sheraton Melville Long Island (333 S Service Rd, Plainview, NY 11803) This seminar will...

  • March Event: Business After Hours!

    Spring is just around the corner! Let's celebrate with another fun in-person gathering and connect over Happy Hour! Please join us: When? Wednesday, March 6th 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 attendance,...

  • Business Strategies & Breakfast: Pension Reform

    We're excited to invite you to a breakfast seminar on Wednesday, March 13th, at 8:30 AM, at the Four Points by Sheraton Melville Long Island (333 S Service Rd, Plainview, NY 11803). Join us for a morning filled with crucial insights and a delicious breakfast! What's on the Agenda? Latest Pension Reforms – SECURE Act 2.0 Explained:...

  • Back to Business: Presented by LI News Radio & LIAFPN

    Save the date for a fantastic FREE networking event: Back To Business! Please join us: When? Tuesday, March 26th from 6PM to 9PM Where? Long Island MacArthur Airport (Newly Renovated!) Perks for LIAFPN Members: Free Advertising: LIAFPN members have a special opportunity to be interviewed live on radio by Tim Kennedy and Neil Himmelstein on "Roundtable". Interviews will be from...

  • Preparing Your Family Business for Sale and Succession Planning: An LIAFPN Breakfast

    We're excited to invite you to a breakfast seminar on Wednesday, April 17th, at 8:30 AM, at the Four Points by Sheraton Melville Long Island (333 S Service Rd, Plainview, NY 11803). Join us for a morning filled with crucial insights and a delicious breakfast! What's on the Agenda? Preparing Your Family Business for Sale and Succession Planning: Anthony...

  • April LIAFPN Event: Business After Hours!

    Spring is here! Let's celebrate with another fun in-person gathering and connect over Happy Hour! Please join us: When? Wednesday, April 24th 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 attendance, please click here