Join us at one of our upcoming, informative dinner seminars designed for anyone planning their financial future, or find us locally in the community.

3
Mar

Savvy IRA Planning

7:00 pm - 10:00 pm |
Garden City, New York

In this course, you will learn some of the key IRA rules, how to avoid some of the biggest IRA mistakes, and some savvy planning strategies that can help you keep more money in your pockets during retirement.

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10
Mar

Ten Steps to Lower Taxes in Retirement

7:00 pm - 10:00 pm |
Garden City, New York

In this course you will learn about ten powerful strategies that can help you reduce your tax bill so that you can enjoy more of your hard-earned money doing the things you enjoy the most with the people who matter most.

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21
Apr

Ten Ways to Lower Your Investment Risk

7:00 pm - 9:00 pm |
Garden City, New York

With memories of the Financial Crisis of 2007-2008 still fresh in their mind, many retirees and other investors are seeking ways of protecting their nest egg from the next major market Downturn.

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