Main Street Planning Group

2023 Pension update Seminar & Breakfast (CPE and CFP credits available for qualified attendees)
2023-01-11 08:30 - 10:30 (America/New_York)
CPE Credits available for all CPA’s who attend!
CFP Credits available for Certified Financial Planners who attend!

We are thrilled to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, January 11th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Qualified Retirement Plan Design for Business Owners!
We are honored to have Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, share ways business owners can withstand the headwinds generated by the current environment while maintaining the ideal qualified retirement plan design for their business.

Topics covered will include:
Benefits of Qualified Retirement Plans
-Maximize tax deductions for owners
-Asset protection
-Recruit and retain staff
2023 IRS Plan Limits
Types of Qualified Retirement Plans
Defined Contribution Plans – Laying the Foundation
-401(k) Plans
-Traditional 401(k) – Immediate tax deduction / tax-deferred growth
-Roth 401(k) – Tax-free growth and withdrawal
-ADP testing and top-heavy testing
-Safe Harbor designed-based alternative to ADP testing
-Profit Sharing Plans – Flexible New Comparability (Age-Weighted) Contributions
Defined Benefit Plans – Maximizing Tax Deferral for Business Owners
-Traditional Defined Benefit Plans – owner/spouse only
-Cash Balance Plans – businesses with staff
Legal Update – SECURE Act, etc.
Future Trends – How they will impact business owners
Don’t miss this opportunity. Seating is limited, so RSVP as soon as possible.

To confirm attendance, please click here

An LIAFPN Holiday Gathering
2022-12-14 17:30 - 19:30
Our last few Happy Hour events were a blast, and we are thrilled to to meet in person again! This time, we’re celebrating the Holidays!
Please join us on Wednesday, December 14th 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 confirm attendance, please click here.

MSPG: Cocktails & Casino Night!
2022-11-15 18:00 - 22:00
We’re pleased to share that MSPG’s Neil Himmelstein is sponsoring The Long Island Alzheimer’s & Dementia (LIAD) Center’s 6th Annual Cocktails & Casino Night!
Tuesday, November 15th, 6:00 PM – 10:00 PM
Pre-Registration is required!
View the flyer below and click here to RSVP

LIAFPN: Sexual Harassment Prevention Seminar & Breakfast
2022-11-09 08:00 - 09:30
We are thrilled to present another fantastic opportunity to connect and learn!
Please join us on Wednesday, November 9th at 8:00 AM at 201 Old Country Rd Melville NY 11747 Lower Level for a Sexual Harassment Prevention Seminar & Breakfast!
We are honored to have Rashmee Sinha, a renowned employment defense lawyer from KDV Law, to give a one-hour sexual harassment prevention training seminar. (This will fill your Training requirement if necessary).
She will also be bringing you up to date on all the changes in the employment laws that you need to know if you are an employer of any size in New York.
Don’t miss this opportunity, Seating is limited so please RSVP as soon as possible.
To confirm attendance, please click here

Live Event: Business After Hours!
2022-10-20 17:30 - 20:00
Autumn has arrived. Time to trick or treat yourself to another fun in-person gathering. Let’s connect over Happy Hour!
Please join us on Thursday, October 20th 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 confirm attendance, please click here

Annuities, Use & Taxation in Financial & Estate Planning
2022-09-22 08:00 - 12:00
We are thrilled to present another fantastic opportunity to connect and learn!
Please join us on September 22nd at 8:00 AM at Encore Luxury Living located at 300 Jericho Tpke, Jericho, NY 11753.
Enjoy a FREE continental breakfast as we discuss annuities, use, and taxation in financial planning!
LIAFPN Members may bring one guest for FREE. Any more guests than that will be $25 per person.
Join fellow LIAFPN members and experts in law, accounting, finance, and mortgage for this special meeting.
To confirm attendance, please click here

Business After Hours: An End of Summer Soirée
2022-08-24 17:30 - 19:30
We are getting back to Business After Hours! It’s been a while since our last event, so come celebrate over Happy Hour!
Please join us on Wednesday, August 24th 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!
Members are encouraged to bring a guest!
To confirm attendance, please click here

Movie Night Event
2022-08-23 17:30 - 20:30
We’re pleased to share that MSPG’s Neil Himmelstein is a central sponsor and panelist for a showing of Ice Cream in the Cupboard, a wonderful movie night event that’s bringing awareness for Alzheimer’s!
Tuesday, August 23rd 5:30PM – 8:30PM
Pre-Registration is required!
View the flyer below and call or email Shannon Quinn to RSVP
squinn@conalaw.com | 631-390-5000

Women in Finance Panel - NAIFA New York
2022-07-13 09:00 - 10:30
JULY 13, 2022
9:00 am EST
We’re proud to introduce NAIFA-New York’s July webinar series – NAIFA-New York @ 9 The Professional Advantage.
Join us on July 13 at 9:00 am for a Women in Finance panel proctored by our very own Neil Himmelstein, featuring Evelyn Gellar, Aviva Pinto, and Melissa Negrin-Wiener.
All LIAFPN Members are welcome to attend!
Interested in attending? Register here

Networking Event with ARG
2022-06-21 16:00 - 18:00
Join us for a special networking event with ARG on June 21 from 4-6 pm at Bijou located at 400 Broadhollow Rd. in Melville.
When registering, be sure to note that you’re a LIAFPN member.
Interested in attending? Click here to register!

2022 Back To Business Networking Event!
2022-06-09 18:00 - 21:00
Save the date for LI News Radio’s first networking event of 2022. Over 250 close friends and business partners, including you, are invited for a special 2022 “Back to Business” social event, plus it’s FREE!
You’ll enjoy food, drinks, live radio interviews, and plenty of opportunities to connect with other business people on June 9 from 6-9 pm in the LI News Radio broadcast studio area at Long Island MacArthur Airport.
Neil Himmelstein and Tim Kennedy, two radio hosts from LIAFPN’s board, will be hosting the event.
Also hosted by Fox News’ Jimmy Failla
With Special Guests
Shelly LaRose-Arken, Commissioner MacArthur Airport
Angie Carpenter, Town of Islip Supervisor
Jay Oliver, LI NEWS Morning host
Tom Schiliro, LI NEWS “Your Island” host
The hosts of Long Island Patriot Radio
David Levenstein, Back to Business host, will broadcast live from the event
Meet the team from Paws of War and be part of their special dedication
More to be announced!
Save the date June 9, 2022, 6P-9P at LI MacArthur Airport!
Interested in attending? Click here

AIG: Offer a potential income advantage with Assured Edge
2022-06-08 14:00 - 15:30
Join us for an innovative discussion with AIG Regional Vice President Charles Samuel as he shows how clients can:
Have guaranteed income – for life
Grow future income until activating lifetime withdrawals
Protect their money with no market participation
Presented by
Charles Samuel
Regional VP
AIG Financial Distributors
You won’t want to miss this webinar: Wednesday, June 8, 2022, 2 p.m. ET
Register Now

Collaborating with Case Studies
2022-05-18 08:00 - 11:30
Please join us on May 18th at 8:00 AM at Encore Luxury Living located at 300 Jericho Tpke, Jericho, NY 11753﻿.
Enjoy a FREE continental breakfast as we discuss case studies involving Elder Care, Accounting, Insurance, and Mortgages. Plus, we’ll have a tour of the facilities!
Join fellow LIAFPN members and experts in law, accounting, finance, and mortgage for this special meeting.
To confirm attendance, please click here

Asset Protection for Long Term Care
2022-05-17 08:30 - 09:30
Date: Tuesday, May 17th
Time: 8:30 – 9:30 AM
Join award-winning Senior Partner Melissa Negrin-Wiener along with guest Neil Himmelstein, President of Main Street Planning Group, Inc., a full-service insurance brokerage firm. The two will discuss the importance of planning ahead and strategies to protect assets in order to fund the costs of Long-Term Care.
Register Here

Business and Bowling After Hours!
2022-05-11 18:00 - 20:30
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 per person to participate.
Mingle with other financial professionals, including CPAs and Attorneys, in a fun and exciting environment. We look forward to connecting with you!
To register, please click here

JOIN US FOR NAIFA-NEW YORK'S SPRING MEMBER EXPERIENCE TOUR!
2022-04-18 - 2022-04-21
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 away, as well as networking with industry experts and sponsors. Best of all, we will be featuring our greatest resource…YOU!
Members and non-members alike will be engaged in a first-rate networking experience while enjoying refreshments and exposure to all that NAIFA-NY has to offer.
Learn More and Register Here: https://ny.naifa.org/spring-tour

Mutual of Omaha LTC Planning & Product Training
2022-04-01 11:30 - 12:15
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

Live Event: Business After Hours!
2022-03-17 17:30 - 19:30
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 confirm attendance, please click here: https://forms.gle/hLghBkcvPZ2WeAfUA

LIAFPN Event: P&C Insurance Best Practices (Free CPE Credit!)
2022-02-16 08:00 - 09:00
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

How To Crush It On LinkedIn In 2022: A NAIFA-New York Meeting
2022-02-09 09:00 - 10:00
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 encourage you to forward this invitation to anyone who may benefit.
Click here to register

Professional Virtual Networking: An LIAFPN Meeting!
2022-02-02 08:00 - 09:00
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

Advocacy vs. Selling: The Art of Achieving 'Clients for Life' - A NAIFA Webinar!
2022-01-26 09:00 - 10:00
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 to register: https://naifa.zoom.us/webinar/register/WN_FtAv1fyqTGW4JwiTpDQGxg

The Professional Advantage: An LIAFPN Meeting
2022-01-05 08:00 - 09:00
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 leveraging relationships with ideal clients.
Register Here

Pension Reform and Design Webinar by the Pension/Profit-Sharing Experts!
2021-12-01 08:00 - 09:00
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 licensed to practice in New York, New Jersey or Connecticut. If you are an accountant and you wish to receive the CPE credit, you must preregister for the webinar.
﻿We look forward to seeing you there!
Register Here

Sales Ideas and Strategies for Long Term Care Month: An MSPG meeting
2021-11-30 10:00 - 11:00
We invite you to join us on Tuesday, November 30th at 10:00 AM for a discussion led by Neil Himmelstein with additional insights by John Gibbons. To support you during Long Term Care Awareness Month, we’ll offer new ways to connect with your clients via fresh sales strategies and ideas.
We encourage you to forward this invitation to anyone who may benefit.
Click here to register for this Zoom conference:

Business After Hours: An LIAFPN Gathering!
2021-11-10 17:30 - 19:30
Our last few Happy Hour events were a blast, and we are thrilled to be able to meet in person once again!
Please join us on Wednesday, November 10th 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 confirm attendance, please click here.

Ameritas: Upcoming Call: Explore the Journey with AIC/AAS
2021-10-21 15:30 - 16:30
Plan ahead to join us on Oct. 21 at 3:30 p.m. ET to see what AIC/AAS has to offer. Hear about our culture, why we’re different and how we are positioned to help you grow your financial planning or investment management practice under the roof of a mutual based organization.
Learn about:

Our multi-custodian platform for brokerage and fee-based business.
Our technology roadmap.
Our sophisticated sales and consulting teams.

Every attendee will receive a complimentary, confidential practice management consultation and diagnostic, normally only available through the Ameritas Centricity™ program. There’s never been a better time, or a better way, to have a second set of eyes on your business plan. Let us prove it to you. All are welcome; register below.
Register Here

Live Webinar: Term Life and Signature Guaranteed Universal Life Working Together
2021-09-08 14:00 - 15:00
Signature Term and Signature GUL Combo Webinar
Wednesday, September 8th, 2021 at 1 p.m. CDT
Join us for a live webinar highlighting:

Signature Term
Signature Guaranteed Universal Life
Term Conversions

Register Here

Grow your Practice with Care Solutions Designed Specifically for Your Clients
2021-08-03 11:00 - 12:00
Join us and learn how to Implement Care Planning into Your Practice
With Glenn Usher and Julia Mauro
Tuesday, August 3rd
11:00 AM P.S.T(2 PM E.S.T)
You’re invited!- GA Vision Series Call
Please join your Lincoln team for a conversation that will explore the MoneyGuard Suite of products. We will demonstrate how to align each solution to your individual client’s unique situation based on their risk tolerance, investment style, and specific long-term care concerns.
You will also learn just where MoneyGuard stands, from a competitive standpoint, in the evolving LTC landscape.

Nationwide's evolution of underwriting
2021-07-28 11:00 - 12:00
Join us to hear about upcoming enhancements to our Nationwide Intelligent Underwriting process later in 2021 for the BGA channel, including info on our new digital interview capability, real-time feedback on client acceleration and the ability to choose your paramed vendor.
Register Here
