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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.

Villa Borghese, Wappingers Falls, NY - Investment Seminar


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Event Start Date: 4/23/2020 6:30 PM
Event LocationsWappingers Falls, NY

The Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect at the beginning of the New Year. Join us at our next seminar to learn how this may affect your retirement savings plans. New key provisions include:

  • Delaying the start of Required Minimum Distributions (RMDs)
  • Increasing the age for making IRA Contributions
  • Elimination of the “Stretch” IRA

Additional topics may include mutual funds and variable annuities.

Use the form below 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.

Villa Borghese
70 Widmer Road
Wappingers Falls, NY 12590

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PLEASE CALL TO CONFIRM YOUR RESERVATION. SEATING IS EXTREMELY LIMITED.

Contact Email Address: NewYorkSeminars@davidlerner.com
Contact Phone Number: (800) 453-7637

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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. 

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. 

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