October is Financial Planning Month

There are countless horror stories where people have had their identity stolen and their bank accounts wiped out. 80% of victims will continue to use the Internet despite the risks because that’s the world we live in today. I want to focus on giving you tips to protect your privacy and help you function every day securely for both personal and business.

Julie McCormick, CFP is a new NAIFA member, joining in April 2021. Julie practices with Continuum Planning Partners in Brentwood, TN. Although Julie has her investment and insurance license, she states that her specialty is financial planning as a whole.

Peter Browne, LUTCF is serving as the Immediate Past President of NAIFA-NY and has been a loyal NAIFA member since 1965. Peter recently relocated to White Plains, NY but spent the bulk of his career in New York, NY with PRB Wealth Management. He specializes in executive compensation and estate planning. 

Gary Cappon, CLU, LUTCF, RICP, FSCP, CLTC is the President of NAIFA-NY and has been a loyal NAIFA member since 2006. He practices with Cadaret Grant & Co., Inc., in Syracuse, NY, where he is the Vice President of Sales and Fixed Annuity Insurance Solutions and assists financial professionals from all over the country with every aspect of the planning process. This role enables him to use his knowledge and skills to provide solutions to complex problems.

Mitchell “Mitch” Ostrove CLU, ChFC, LACP serves as the VP of Professional Development on the NAIFA-NY Board and has been a loyal NAIFA member since 1965. He practices with The Ostrove Group, in White Plains, NY, where he specializes in insuring small closely held corporations.

Neil Himmelstein serves as the Vice President of Membership on the NAIFA-NY Board and has been a loyal NAIFA member since 1997. He practices with Main Street Planning Group, in Center Moriches, NY, where he specializes in high-net-worth programs such as Premium Finance and Restricted Property Trust and finding solutions for clients with health impairment needs.

Paul Sciacca has been a loyal NAIFA member since 2009. He currently resides on the board for NAIFA-New York and practices at Long Island General Office in Melville, NY, where he specializes in personal financial planning.

Employers and business leaders must decide how to handle COVID-19 vaccinations for employees. It’s a hot-button issue that’s complicated by an array of factors. And, as with so many issues businesses have faced during the pandemic, there are no easy answers.

Robert Miller, MS, MA, is currently serving as Secretary/Treasurer for NAIFA-New York and has been a loyal NAIFA member since 1983. Since retired, he practiced out of his firm, Miller-Pomerantz where he specialized in corporate selling in New York City.