• MSPG Educational Meeting: The LTC Interview Roadmap for Clients/Prospects

    Brought to you by Mutual of Omaha! Catch John Gibbons' LTC webinar on Tuesday, May 23rd, at 11:30 AM - 12:15 PM EST. Establishing a plan and emphasizing the significance of "Extended Care" planning is crucial. Possessing a roadmap will enable a smoother and more efficient process. Initiating with inquiries will assist in identifying the necessity and...

  • MSPG Educational Meeting: The LTC Interview Roadmap for Clients/Prospects

    Brought to you by Mutual of Omaha! Catch John Gibbons' LTC webinar on Thursday, May 25th, at 11:30 AM - 12:15 PM EST. Establishing a plan and emphasizing the significance of "Extended Care" planning is crucial. Possessing a roadmap will enable a smoother and more efficient process. Initiating with inquiries will assist in identifying the necessity and...

  • Is your Buy-Sell Causing Your Estate Plan To Be Taxable?: An LIAFPN Gathering!

    Hosted by Gregory Matalon & Robert Barnett Featuring a Prelude by Neil Himmelstein & A Discussion with Phil Kanyuk   We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, May 31st at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level. This meeting is especially designed for financial...

  • LIAFPN Event: Business After Hours! – Bijou in Melville

    Wishing everyone a joyous start to June! Let's welcome the arrival of summertime with an exciting in-person get-together and bond over a Happy Hour! Please join us on Wednesday, June 14th at 5:30 PM at Bijou located at 400 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward...

  • Banking Industry Insights and Relationship Building: An LIAFPN Breakfast!

    We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, June 21st at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level for breakfast and a discussion on the banking industry. We will have the pleasure of having three distinguished speakers with us! Peter Manzi - City National Bank Steven Frisenda...

  • LTC Webinar: Mutual of Omaha

    We are excited to bring to your attention an invaluable webinar that we believe you should not miss. Mutual of Omaha is introducing some revolutionary methods to their underwriting process, aimed at making the selling of Long-Term Care Insurance (LTCi) a more streamlined and pleasant experience. The guest speaker for this event will be Chris...

  • Nationwide “CareMatters Together” – MSPG Partner Virtual Meeting

    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...

  • Business After Hours! at The Refuge

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    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...

  • You’re Invited! Lunch at Blackstone Steakhouse

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    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...

  • ChatGPT Is Here: An LIAFPN Breakfast

    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...