Seminars840x200

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.

Search For Events:

 
Larkfield Manor, East Northport, NY — Investment Seminar

Larkfield Manor
Feb 27
  Event Start Date: 2/27/2020 6:30 PM
  Event LocationsEast Northport, NY
Will the SECURE Act impact your retirement planning? Find out our next investment seminar.
Battleground Country Club, Manalapan, NJ - Investment Seminar

Battleground
March 4
  Event Start Date: 3/4/2020 6:15 PM
  Event LocationsManalapan, NJ
Will the SECURE Act impact your retirement planning? Find out our next investment seminar.
The Warwick Inn, Warwick, NY - Investment Seminar

Warwick Inn
March 5
  Event Start Date: 3/5/2020 6:30 PM
  Event LocationsWarwick, NY
Will the SECURE Act impact your retirement planning? Find out our next investment seminar.
Coral House, Baldwin, NY — Investment Seminar

Coral House
March 25
  Event Start Date: 3/25/2020 6:30 PM
  Event LocationsBaldwin, NY
Will the SECURE Act impact your retirement planning? Find out our next investment seminar.
Villa Borghese, Wappingers Falls, NY - Investment Seminar

Villa Borghese
April 23
  Event Start Date: 4/23/2020 6:30 PM
  Event LocationsWappingers Falls, NY
Will the SECURE Act impact your retirement planning? Find out our next investment seminar.

 


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. 

David Lerner Associates does not provide tax advice. Before making any investment with potential tax implications, please consult your personal tax advisor, tax attorney, accountant or other qualified advisor. Please consult with competent legal and tax counsel before implementing any estate planning strategies with potential tax consequences. 

Member FINRA and SIPC