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!