Seminars

We are pleased to announce our seminar schedule for 2017. As always, seminars will be held at our main location at 1651 Columbia Turnpike, Castleton, NY 12033. Dinner will be served at 6 p.m. and seating is limited to approximately 40 attendees, so please reserve your spot early if possible.


 

2017 SEMINAR DATES AND TOPICS*

 

Seminar(sm)
 

 

January 31 – 2017 Market and Economic Outlook: The surprising presidential election results are causing many assumptions to be revisited and revised. Come and get updated.

 

April 4 – Tax Efficient Investing: It’s not what you earn, it’s what you keep. If you are interested in ways to maximize your income and minimize your taxes, mark this date down on your calendar today.

 

September 26 – If You Fail To Plan It’s Like Planning To Fail: Come in and get a head start on preparing your portfolio and financial plans for 2018 and beyond.

 

November 14 – Estate Planning and Life Insurance: Everything you need to know but never asked.

 

*Topics are subject to change based on economic and/or market circumstances. All topics will be more general in nature and that no specific investments will be discussed.