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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.

Four Brothers - Investment Seminar

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Seminar Date and Time: 1/24/2018 6:30 PM
Seminar Location:Mahopac, NY

When you come to one of our Sensible Middle Ground of Investing® seminars, you’ll learn about our investment philosophy. Topics may include mutual funds, variable annuities, and investing in energy. We offer many investment opportunities, some designed to provide income.

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.

Four Brothers Restaurant
654 Route 6
Mahopac, NY 10541

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

Contact Email Address: NewYorkSeminars@davidlerner.com
Contact Phone Number: (914) 539-2045

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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. 

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