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.

Investment seminars through the end of April have been cancelled due to the COVID-19 outbreak and the CDC’s recommendations to limit spread. We will reschedule these events when we receive clearance to do so. At the present time, David Lerner Associates will remain open and has activated its business continuity procedures to ensure the servicing of our clients.

Danish & David, Syosset, NY - Investment Seminar

Event Start Date: 1/12/2019 11:00 AM
Event LocationsLong Island, NY

Are your investments providing you with sufficient income? We believe we can help. Join us at our beautiful Syosset office for a light brunch and brief presentation on potentially increasing retirement income.

Whatever your financial objectives are, David Lerner Associates may offer solutions. Use the form below to reserve your seat. Find out if the Sensible Middle Ground of Investing makes sense for you.  We look forward to seeing you there.

David Lerner Associates
477 Jericho Turnpike
Syosset, NY 11791

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Contact Phone Number: (516) 465-5070

Registration Information

Booking Information
This event has already occurred and is not accepting any additional bookings.


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