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Upcoming Events

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Q&A with Matthew Daley, National Advisor Today 4 Under 40 Recipient

February 14, 2023

3:00 - 4:00 pm

Want to learn more about how to achieve extraordinary professional success early in your career? Hear from someone who has done it! Join NAIFA-New York for a Q&A with Matthew Daley, MBA, FSCP, LACP, LUTCF of the Daley Agency (American National) in Miller Place, NY. Nick Limongelli, YAT Chair, will facilitate the virtual conversation on Tuesday, February 14 at 3:00 pm ET.

Daley was recognized by NAIFA as a national Advisor Today 4 Under 40 award winner in 2022. Having first earned his insurance producers license at age 18, Daley followed his father into the insurance and financial services industry and began working for his father’s practice after he graduated from college. Nearly eight years ago he joined American National as an agent, where he has achieved the level of Presidents Club or higher each year. He was American National’s Rookie of the Year in 2015, has twice been recognized as a company Olympian for having paid 50 or more life cases in a year, and last year ranked seventh overall among producers in the entire organization.

REGISTER HERE


Axe Throwing

Axe Throwing with NAIFA-New York

February 15, 2023

7:00 - 8:30 pm

Join NAIFA-New York to network, collaborate and celebrate the new year! We're planning a fun-filled evening with axe throwing, a drink, & fellowship. Closed-toed shoes are required, and you must sign a waiver prior to attending. We look forward to seeing you there— feel free to bring a friend!

$20.00 Members & Non-Members

Those who attend will be reimbursed their registration fee after the event!

The Yard Hatchet & Bar
16 Sheridan Avenue
Albany, NY 12210

REGISTER HERE


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NAIFA-New York LILI Course

NAIFA-New York is forming a LILI Class IN PERSON in 2023.

The NAIFA Leadership in Life Institute (LILI) is a leadership development program that develops leaders by fostering personal growth, enhancing business practices, and developing skills necessary for effective leadership.

Click the button below to learn more and sign up for this course!

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Previous Events

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LIAFPNs 2023 Pension Update Seminar & Breakfast

January 11, 2023

8:30 am

Join Long Island Accountants & Financial Planners Network 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 – and an update from NAIFA-New York. Passage of the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who help them prepare for retirement and achieve financial security. This is a tremendous opportunity for NAIFA members to discuss with their clients and be part of a big sales opportunity in the retirement sales arena.

Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, will share ways business owners can withstand the headwinds generated by the current environment while maintaining the ideal qualified retirement plan design for their business. NAIFA-New York members will be in attendance to share more about our chapter and the numerous benefits of being a NAIFA member. CPE and CFP credits are available for those who attend.


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Elections Wrap-Up & Legislative Outlook

November 10, 2022

8:30 - 9:30 am

Join NAIFA-New York, Mike Murphy, and Laura Evangelista with Greenberg Traurig for an Elections Wrap-Up and Legislative Outlook webinar! Tune in on Zoom Thursday, November 10th from 8:30 - 9:30 am for a highlight of the outcome of the elections, their impact on New York, and a legislative & regulatory outlook for members. 

WATCH ON DEMAND


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YAT Virtual Social with NAIFA-NY

October 25, 2022

4:00 - 5:00 pm ET

Join fellow members of the NAIFA-NY Young Advisors Team (YAT) for a virtual social to meet other young advisors and have a great time connecting, sharing, and learning!

NAIFA created the Young Advisors Team (YAT) for members who are 40 years of age and under, or within their first five years in the industry. The purpose is to ensure that young and new advisors receive the vital tools, resources, and networks necessary to succeed in the financial services industry. We hope to see you there!


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Women in Finance

Evelyn Gellar, Aviva Pinto, and Melissa Negrin-Wiener

July 13, 2022

9:00 AM EST

NAIFA-New York is back for our July edition of our webinar series - NAIFA-New York @ 9 The Professional Advantage. Join us July 13th at 9:00 am for a Women in Finance panel featuring Evelyn Gellar, Aviva Pinto, and Melissa Negrin-Wiener. 

WATCH ON DEMAND


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Advocacy Update

June 8, 2022

9:00 aM EST

NAIFA-New York is back with our webinar series - NAIFA-New York @ 9 The Professional Advantage. Join us for June's webinar, an Advocacy Update June 8th at 9:00 AM featuring Gary Cappon, Paul Sciacca, Mike Murphy, and Laura Evangelista with an Advocacy Update for New York.

WATCH ON DEMAND


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NAIFA-NY Legislative Day

May 3-4, 2022

Albany Renaissance Hotel

Come experience The Power of You, The Power of Us as we amplify our voice in Albany during NAIFA-New York's Legislative Day. We are thrilled to be back in person for this powerful event.

Attendees will:

  • Participate in a legislative briefing
  • Receive talking points to discuss during appointments
  • Represent your clients and our industry to legislators and regulators

Join us for a special legislative reception on May 3rd with the Life Insurance Council of New York (LICONY).

Participants will receive a press release template to submit to your local news outlets to increase awareness of the advocacy work you are doing on behalf of Main Street USA


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Spring Member Experience Tour

April 18-21, 2022

Buffalo; Rochester; Syracuse; Westchester; Long Island

Join NAIFA-New York across four dates and five locations for our Spring Member Experience Tour. Each stop on this incredible tour is carefully designed to provide maximum value for your time and attendance, including a great speaker, an update on NAIFA-NY, expert sales tips from an experienced panel, and value-added content from a key industry sponsor. Best of all, we will be featuring our greatest resource...YOU!


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DI Demystified: A Disability Forum for the NY Market

Larry Estridge, Michael Cohen, John Emanuel

March 9, 2022

9:00 AM EST

Join us for NAIFA-New York's third webinar in our NEW series - NAIFA-New York @ 9: The Professional Advantage.

Tune in to hear from Larry Estridge and Michael Cohen of The D.B.L. Center LTD as well as John Emanuel from The Principal Financial Group for this Disability Forum.

WATCH ON DEMAND


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How To Crush It On LinkedIn In 2022

Julbert Abraham, MBA
CEO of Abraham Global Marketing (AGM)

February 9, 2022

9:00 AM EST

Join us for NAIFA-New York's second webinar in our NEW series - NAIFA-New York @ 9: The Professional Advantage.

Tune in to learn some tips and tricks from Julbert Abraham, MBA, CEO of Abraham Global Marketing with "How To Crush It On LinkedIn In 2022."

Julbert is widely known as “The LinkedIn Guy”. He is the Founder of AGM, a LinkedIn training firm based out of Kearny, New Jersey. Julbert is the author of the book “7 Steps to 7 Figures Using LinkedIn”. He is also the host of the Small Biz Tips podcast on iTunes, Spotify and Stitcher where he interviewed Founders of some of America’s Fastest Growing Companies.

He has been featured and mentioned on Social Media Examiner, Entrepreneur, eMarketer, BBC, Huffington Post, ROI-NJ and NJ Business.  

Julbert and his team have worked with over 600+ companies in 4 continents. Originally from Haiti, Julbert speaks 3 languages and has an MBA from Northeastern University and he is a Professor at Baruch College in New York City.

WATCH ON DEMAND


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Advocacy vs. Selling:
The Art of Achieving 'Clients For Life'

Bruce Libman
CEO of Accountant's Resource Group

January 26, 2022

9:00 AM EST

Join us for NAIFA-New York's BRAND NEW webinar series - NAIFA-New York @ 9 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.

Bruce is recognized as an innovative marketer and networking strategist. He believes to succeed in Business Development you must embrace a “Clients For Life” philosophy. 

Bruce was Director of Operations for a 100+ location National Retail Chain until 1986, when he changed his focus to the Financial Services arena with MetLife. He was a perennial member of the Million Dollar Round Table, an honor earned by a select few in Financial Services. In 1992 he became a consultant to the Principal Mutual Insurance Company and The Guardian Life Insurance Company. He specialized in sales training and individual marketing strategies with a passion for working with the Accounting and Law communities.

In 2005 he established Total Networking and Consulting beginning with three professionals, today the organization boasts more than 200 business owners and professionals.

WATCH ON DEMAND