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...

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...

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...

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...

Please join us for a Zoom meeting on Wednesday, February 16th at 8:00 am with financial advisor, Neil Levy. Neil will discuss the proper handling of PC insurance sales practices to help your clients avoid harmful pitfalls. Qualified attendees are eligible for one free CPE credit. To register, please click here

We are thrilled to continue our in person meetups. Let's connect over Happy Hour! Please join us on March 17th 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 forward to connecting with you! To...

Catch John Gibbons' LTC webinar on Friday, April 1, 11:30 a.m.-12:15 p.m. (EST) In this meeting, John will discuss positioning LTC as a retirement planning tool, LTC Statistics, cost of care, a simple 3-step sales process, and much more! Register Here: https://register.gotowebinar.com/rt/17911466366011149

Join NAIFA-New York for our Spring Member Experience Tour. With four dates and five locations, join us on the date and time most convenient to you. Each stop on this incredible tour is carefully designed to provide maximum value for your time and attendance, including great sales training that you can put to work right...

We are thrilled to continue our in-person meetups... so let's have fun and connect over some Bowling! Please join us on May 11th from 6:00 - 8:30 PM at Bowlero located at 895 Walt Whitman Rd, Melville, NY 11747 For this event, we are requiring pre-registration to reserve lanes and will be asking for $25...