Upcoming Events

UPCOMING SEMINARS

All seminars are held at our offices at

2040 US Highway 9, Toms River, NJ 08755 

  • Friday April 27, 2012 @ 10a.m. 

Sam Flamma will speak about Designing Strategies for Retirement Income

  • Tuesday May 8, 2012 @ 10 a.m.

Darryn Murdoch will speak about Changes in Reverse Mortgages

  • Friday May 25, 2012 @ 10 a.m.

Potential Changes in the Estate Tax Laws 

 

SPACE IS LIMITED ~ RESERVATIONS ARE REQUIRED

Please call 732-286-1000 to Make your Reservation

 

Back to the Basics

An Educational Class on Basic Investment Terminology

 

Saturday June 2 @ 10 a.m.

OR

Monday June 4 @ 10 a.m.

Heather will be teaching an educational class on the basic terminology and components associated with investing.  Heather will be giving fundamental definitions and there will time to answer any questions you may have.  This is a beginner class for anyone, young or old, who wants to learn the basics about investments and finances or for those of you who may have just taken over your family’s finances or who may have just want to learn.  Heather will not discuss any products nor will she be giving any advice.  This is a purely an educational learning event.

To learn more about these classes or to reserve a spot for yourself and or a fmily member or friend, please call

732-286-1000

RESERVATIONS ARE REQUIRED ~ Space is Limited

All seminars are held at our offices at 2040 US Highway 9, Toms River, NJ 08755