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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.

Watermill Inn — Investment Seminar

Watermill Inn
June 1
  Seminar Date and Time: 6/1/2017 6:30 PM
  Seminar Location:Smithtown, NY
Learn about investment opportunities designed to provide income.
Eagle Ridge Golf Club — Investment Seminar

Eagle Ridge Golf Club
June 6
  Seminar Date and Time: 6/6/2017 6:15 PM
  Seminar Location:Lakewood, NJ
Will your assets last as long as your retirement does? Learn about investment opportunities designed to provide income.
Sam's of Gedney Way — Investment Seminar

Sam
June 8
  Seminar Date and Time: 6/8/2017 6:30 PM
  Seminar Location:White Plains, NY
Join us at our FREE Investment Seminar to learn about investment opportunities designed to provide income.
Trumbull Marriott — Investment Seminar

Trumbull Marriott
June 15
  Seminar Date and Time: 6/15/2017 6:00 PM
  Seminar Location:Trumbull, CT
Will your assets last as long as your retirement does? Learn about investment opportunities designed to provide income.
Seasons Catering — Investment Seminar

Seasons Catering
June 21
  Seminar Date and Time: 6/21/2017 6:15 PM
  Seminar Location:Washington Township, NJ
Join us at our FREE Investment Seminar to learn about investment opportunities designed to provide income.
Russo's on the Bay — Investment Seminar

Russo
July 12
  Seminar Date and Time: 7/12/2017 6:30 PM
  Seminar Location:Howard Beach, NY
Learn about investment opportunities designed to provide income.
Grassy Hill Country Club - Investment Seminar

Grassy Hill
Aug 3
  Seminar Date and Time: 8/3/2017 6:00 PM
  Seminar Location:Orange, CT
Join us at our FREE Investment Seminar to learn about investment opportunities designed to provide income.
Bridgeview Yacht Club — Investment Seminar

Bridgeview
Aug 9
  Seminar Date and Time: 8/9/2017 6:30 PM
  Seminar Location:Island Park, NY
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. Member FINRA & SIPC.