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.






January 30st – 2018 Market and Economic Outlook


April 10th – 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.


October 9th – To Be Determined.


November 13th- 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.