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...
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...
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...
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...
