Let us help you plan for your retirement. 

Come to our investment seminar and learn what the Sensible Middle Ground of Investing® can do for you.



Sergios Restaurant and Bar
301 Columbus Avenue, Valhalla, NY 10595

March 13, 2018
6:30 PM



Join us for dinner at our next Investment Seminar:

Tuesday, March 13 at  6:30 PM

Sergios Restaurant and Bar


Retirement planning should be one of your top priorities, regardless of your age. At David Lerner Associates, we offer many investment opportunities, some designed to provide income. Topics may include mutual funds, variable annuities, and investing in energy. We offer many investment opportunities, some designed to provide income.

Use the form to the right to reserve your seat at our next seminar. Find out if the Sensible Middle Ground of Investing makes sense for you. We look forward to seeing you there!

Dinner and Investment Seminar
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There are risks inherent in investing. Past performance is no guarantee of future results. 

Certain investments are offered by prospectus. Investors should consider the investment objectives, risks, charges and expenses before investing. The prospectuses contain this and other information about the investments and may be obtained from David Lerner Associates, Inc. by calling 1.800.367.3000. 

Topics at the seminar may include Energy Resources 12, L.P. which has a minimum, initial purchase price of approximately $5,000. David Lerner Associates serves as the exclusive dealer-manager for Energy Resources 12, L.P., the entity that is offering this investment. NJ RESIDENTS ONLY: Qualified investors must have a liquid net worth of at least $350,000; OR gross income of at least $85,000 and a liquid net worth of at least $100,000. In addition, investors can have no more than 10% of their liquid net worth invested in non-publicly traded direct investment programs, including Energy Resources 12, L.P. ALL OTHER STATES: Qualified investors must have either a net worth of at least $150,000; OR gross income of at least $45,000 along with a net worth of at least $45,000. Please see the prospectus for more information on suitability requirements. Member FINRA and SIPC. Member FINRA & SIPC.