LIAFPN on LinkedIn: REGISTRATION REMINDER! ⛳ Memorial Golf Outing for Harrison Frisenda… (2024)

🎙️ Welcome to "The Main Street Code for Financial Success" hosted by Neil Himmelstein!In last week's episode, We sat down with Steve Frisenda, a private banker and business managing director at Webster Bank. We discussed the vital role of personal banking relationships for small business owners, exploring services like fraud mitigation, deposit management, and lending solutions. Steve shared his insights on maintaining strong client connections and the benefits of having a dedicated banker.Join us every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success." Catch our episodes on YouTube, Spotify & Apple Podcasts. Visit www.themainstreetcode.com for more information.#websterbank #smallbusinesses #lendingsolutionshttps://lnkd.in/eA_SVnn4

1

⛳ Memorial Golf Outing for Harrison Frisenda ⛳On Monday, July 22nd, 2024, our friend and valued LIAFPN member Steven Frisenda will be hosting the 2nd Annual Memorial Golf Outing at Wind Watch Golf & Country Club for his son, Harrison Frisenda.All funds raised will go towards Pal-o-mine Equestrian, other local charities, and the Harrison C Frisenda Memorial ScholarshipFor more information, or if you'd like to support, please contact Steven Frisenda using the details below. ⛳ Wind Watch Golf & Country Club - 1715 Motor Pkwy Hauppauge, NY ✉️ Email Steven Frisenda: harrisonstrail@gmail.com 📲 Call Steven Frisenda: 631-681-0493

🎙️ Welcome to "The Main Street Code for Financial Success"!In this episode, We dive into the world of investment options, focusing on CDs, T-Bills, and annuities. We explain the benefits and drawbacks of each, including tax implications and interest rates, providing listeners with valuable insights to help make informed financial decisions. We alson touch on the strategic use of life insurance for tax-free investing and discusses the latest rules on inherited IRAs. Tune in to learn how to navigate these financial instruments and maximize your investments.Catch "The Main Street Code for Financial Success" every Friday at 3 PM EST on 103.9 L.I. News Radio. The show is available on YouTube, Spotify, and Apple Podcasts.Visit www.themainstreetcode.com for more information. 🎙️https://lnkd.in/eAZE2R9Y#annuities #financialplanning #cds

3

Happy Friday! Thank you for tuning into our new episode of 🎙️ The Main Street Code for Financial Success 🎙️📣 Remember to join us every week, Fridays at 3PM on 103.9 LI News Radio for practical insights on financial planning, investing strategies, annuities, and life insurance. Tune in to "The Main Street Code for Financial Success" hosted by Neil Himmelstein.Missed a live session? Catch up the following week on Spotify, Apple Podcasts, and YouTube.Have a terrific weekend everybody!#financialadvisors #mainstreetcode #investing

Wishing everyone a wonderful Fourth of July from LIAFPN! 🇺🇸 Enjoy the festivities, stay safe, and cherish this time with family and friends. Happy Independence Day! 🎉✨

1

We've gathered the best insights from our members to share with you each month. Get to know your peers, and get the latest news directly from these industry insiders!Lawrence SchererNeil Himmelstein#liafpn #financialinsights #accounting #financialplanning

1

🎙️ Welcome to "The Main Street Code for Financial Success"! In this episode, We delve into the critical updates of the Farm Bill 2024 and its significant impact on farm owners. Learn why it's essential to consult with your accountant and attorney to maximize benefits and avoid potential pitfalls. We also revisit the Connelly vs. Treasury decision, emphasizing the importance of regular business valuations and strategic insurance planning to protect and grow your business.Don't miss out on this crucial information that can help safeguard your financial future and legacy. Join us every Friday at 3 PM EST on 103.9 L.I. News Radio, or catch our episodes on YouTube, Spotify, and Apple Podcasts. Tune in to "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group.#mainstreetcode #connellydecision #farmbill2024 #financialplanning #longisland #newyorkhttps://lnkd.in/eWnNXJB3

🎙️ The Main Street Code - Does Your Business Have a Will - S5E21 🎙️Welcome to "The Main Street Code for Financial Success"!In this episode, we delve into the crucial topic of business wills and buy-sell agreements. We discuss why it's essential for every business, whether large or small, to have a will and a buy-sell agreement in place. Learn how to protect your business from unforeseen events and ensure smooth transitions through proper planning and life insurance strategies.We also highlight a significant Supreme Court ruling that affects life insurance and business valuations, stressing the importance of annual reviews and correct structuring.Don't forget to join us every Friday at 3 PM EST with host Neil Himmelstein on 103.9 L.I. News Radio. The show is available on YouTube, Spotify & Apple Podcasts.Visit www.themainstreetcode.com for more information.https://lnkd.in/ejZcg3QK#mainstreetcode #buysellagreements #businessplanning

1

🎙️ The Main Street Code - Foundations of Financial Planning - S5E20Welcome to "The Main Street Code for Financial Success"!In today's episode, we explore the crucial foundations of financial planning. We discuss the importance of life insurance, disability insurance, and regular financial reviews. Learn how to build a solid financial foundation, protect your income, and ensure your insurance policies are up-to-date with your evolving needs. Neil shares insights on integrating job benefits with personal insurance plans and avoiding common financial pitfalls.Join us every Friday at 3 PM EST on 103.9 L.I. News Radio for "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group.Catch our episodes on YouTube, Spotify, and Apple Podcasts, and visit www.themainstreetcode.com for more insights.https://lnkd.in/eJxa4AxD#financialplanning #investing #mainstreetcode #lifeinsurance #disabilityinsurance

1