Happy New Year

Happy New Year

On behalf of the Big I TriCounty Board of Directors, I wish you all a healthy and prosperous 2020.  We are entering a new year with sites set high to continue membership benefits through business meetings with timely topics, popular networking events and industry information on our newly designed website www.bigitricounty.org 

Our Legislative Committee will remain active with one-on-one meetings with local legislators discussing matters of concern to you, our members. Soon we’ll be arranging our annual road trip to the Albany Capital on March 3 with several pre-arranged appointments to ‘listen, inform and learn’. Please consider joining us for a very interesting experience.

Our first event of this year, ‘Winter Cheer’ promises to throw off ‘winter drab’ with comradery, entertainment and good food. Plan to join us at K-Pacho in New Hyde Park on February 10.   

On the business side, you will want to hear from a panel of users of various Agency Management Systems. This will take place at a combined lunch meeting with Big I Suffolk in March at Four-Points by Sheraton. This may be one of the most important meetings you attend this year, one that may greatly improve your agency’s practices.

Our April meeting is still in early planning stages and will be announced when set but please note June 3 as the date for our annual Installation Dinner at the beautiful Chateau Briand in Carle Place.  While you’re at it, be sure to enter our very popular ‘Oktoberfest’ date on your calendar – October 8, 2020 at Plattduetsche Park.

That completes the meeting schedule for the year, but we’re just getting started. We urge you to sign up on our website to attend any or all these meetings and volunteer to work with our committees to put forth new ideas and programs. 

To reach me, email Neil.Levy@AssuredPartners.com  or call 631-844-5232. We also ask for your suggestions with respects to anything about our organization and remind you that this is your association. 

Neil Levy, CPA,CFP

President