Reserve your seat to an upcoming seminar!

Learn about the Sensible Middle Ground of Investing.® In today’s give and take financial markets, we believe we offer investment programs that make sense.

David Lerner Associates regularly holds financial investment seminars throughout the New York metropolitan area and in Florida. These financial seminars are educational and based on the firm's Sensible Middle Ground of Investing Philosophy. 

David Lerner Associates is dedicated to educating clients about the financial opportunities available to them. We offer many investment opportunities, some designed to provide income. Based on our investment model, our seminars teach people a structured way to think about their investments.

Saddle Brook Marriott, Saddle Brook, NJ — Investment Seminar

Saddle Brook
July 24
  Seminar Date and Time: 7/24/2019 6:00 PM
  Seminar Location:Saddle Brook, NJ
Villa Lombardi's, Holbrook, NY — Investment Seminar

July 31
  Seminar Date and Time: 7/31/2019 6:30 PM
  Seminar Location:Holbrook, NY
Learn about investment opportunities designed to provide income.
Angelina's Restaurant, Tuckahoe, NY - Investment Seminar

Aug 8
  Seminar Date and Time: 8/8/2019 6:30 PM
  Seminar Location:Tuckahoe, NY
Join us at our FREE Investment Seminar to learn about investment opportunities designed to provide income.
Crowne Plaza Stamford Hotel, Stamford, CT - Investment Seminar

Crowne Plaza
Sept 12
  Seminar Date and Time: 9/12/2019 6:00 PM
  Seminar Location:Stamford, CT
Will your assets last as long as your retirement does? Learn about investment opportunities designed to provide income.

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