L.I.A.F.P.N (Long Island Accountants and Financial Planners
Network)
BREAKFAST L.I.A.F.P.N DISCUSSION SERIES WHEN: Wednesday, May 22nd,
2019
7:45am until 10:00am
WHERE: Four Points By Sheraton
333 S Service Road
Plainview, New York 11803
BREAKFAST - 7:45 AM - 10:00 AM
THIS MONTH'S TOPIC WILL BE:
“TRUSTS & ESTATES AND LONG TERM CARE PLANNING."
PRESENTER: LAWRENCE J. SCHERER, ESQ., CPA,LL.M, is the Managing
Member of Scherer & Pudell, PLLC and is a practicing Estate, Elder Law
& Business Succession Attorney in Garden City, New York. Larry works
with numerous accountants, insurance agents, financial planners and
stockbrokers in designing and implementing sophisticated Estate
Planning programs.
PRESENTER: GLENN USHER, MONEYGUARD SPECIALIST LINCOLN FINANCIAL
DISTRIBUTORS.
As a MoneyGuard Regional Marketing Director for Lincoln Financial
Distributors, Glenn brings a wide range of expertise by providing
in-depth product analysis and solutions to the growing Long Term Care
marketplace.
PRESENTER: NEIL HIMMELSTEIN PRESIDENT. MAIN STREET PLANNING GROUP
- a full service insurance brokerage firm that specializes in
Long Term Care Planning.
SPONSOR: Tim Kennedy. Certified Reverse Mortgage Professional, US
Mortgage
Topic- Retirement on their own terms
Bring Business Cards for Networking
BREAKFAST, NETWORKING AND TOPICAL TOPICS!
business
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23/05/2019 Last update