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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.

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Four Brothers Restaurant, Mahopac, NY - Investment Seminar

Four Brothers
Jan 30
  Event Start Date: 1/30/2020 6:30 PM
  Event LocationsMahopac, NY
Join us at our FREE Investment Seminar to learn about investment opportunities designed to provide income.
Larkfield Manor, East Northport, NY — Investment Seminar

Larkfield Manor
Feb 27
  Event Start Date: 2/27/2020 6:30 PM
  Event LocationsEast Northport, NY
Learn about investment opportunities designed to provide income.
Battleground Country Club, Manalapan, NJ - Investment Seminar

Battleground
March 4
  Event Start Date: 3/4/2020 6:15 PM
  Event LocationsManalapan, NJ
Will your assets last as long as your retirement does? 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. 

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