David Lerner Associates Announces Five Upcoming Financial Seminars

Share Article

Free seminars will teach investment strategy, retirement planning

David Lerner Associates, a private securities broker/dealer headquartered in Syosset, NY, has announced that they will be presenting five “Sensible Middle Ground of Investing” financial seminars free of charge to the public. The dates and locations are as follows:

  •     Saturday, March 16 – Trumbull Marriott, 180 Hawley Lane, Trumbull, CT. Registration at 9:30 a.m., seminar at 10:30 a.m.
  •     Tuesday, March 19 – The Hamilton Manor, 30 Route 156, Hamilton, NJ. Registration at 6:45 p.m., seminar at 7:30 p.m.
  •     Tuesday, March 19 – Boca Raton Country Club, 17751 Boca Club Boulevard, Boca Raton, FL. Registration at 6:15 p.m., seminar at 6:45 p.m.
  •     Wednesday, March 20 – Glen Island Harbour Club, 299 Weyman Avenue, New Rochelle, NY. Registration at 6:30 p.m., seminar at 7:30 p.m.
  •     Saturday, March 23 – Antun’s, 244 West Old Country Road, Hicksville, NY. Registration at 9:00a.m., seminar 9:30a.m.

The David Lerner Associates' “Sensible Middle Ground of Investing” philosophy is based on the belief that, somewhere between the extremes of investments with very low levels of volatility and risk and investments with high degrees of volatility and risk, there lies a sensible middle ground.

The seminars are intended to teach people to think about their investments in a structured way, so that they can properly plan for retirement and build upon their assets. They will discuss the ways in which products such as Non-Traded REITS, Municipal Bonds, and Variable Annuities can be used to support a successful investment strategy.

To reserve a seat at any of these seminars call 1-800-367-3000 or register online at http://www.davidlerner.com.

There are risks inherent in investing. Past performance is no guarantee of future results.

Certain investments are offered by prospectus. Investors should read the prospectuses carefully and consider the investment objectives, risks, charges, expenses and other information before investing. The prospectuses may be obtained from David Lerner Associates, Inc. by calling 1-800-367-3000. Member FINRA & SIPC.

Founded in 1976, David Lerner Associates is a private securities broker/dealer with headquarters in Syosset, New York and branch offices in Westport, CT; Boca Raton, FL; Teaneck and Princeton, NJ; and White Plains, NY. For more information contact David Lerner Associates at 877-367-5960 or visit http://www.davidlerner.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Peter Ottaviano
Zimmerman/Edelson Inc
Email >
Visit website