UPCOMING SEMINARS

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

• Friday June1, 2012 @ 10 a.m.

Potential Changes in the Estate Tax Laws

• Tuesday June 12, 2012 @ 10 a.m.

Todd Schaul from Morningstar Investment Services, will speak about how to diversify your portfolio.

• Friday June12, 2012 @ 10 a.m.

Mid-Year Economic Update and Review

• Tuesday June 22, 2012 @ 10 a.m.

College Planning

SPACE IS LIMITED ~ RESERVATIONS ARE REQUIRED

Please call 732-286-1000 to Make your Reservation

Back to the Basics

An Educational Workshop about

 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 family member or friend, please call 732-286-1000 today!

RESERVATIONS ARE REQUIRED and Space is Limited

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

EPA FINANCIAL SERVICES, CORP.

Robert J. Richards Sr. and his wife, Jeanne Richards started EPA Financial Services, Corp. in 1977 as a way to help people like you and your family pursue your financial goals.

Upon graduating college, their son, Robert J Richards Jr. (better known as Puma)  joined EPA Finanical Services, Corp.  followed by their daughter,  Heather Richards-Barone.

EPA Financial Services, Corp. is home to the popular radio talk show "Managing Your Money", heard every Saturday morning from 9-10 am on WOBM-AM 1160 & 1310.  During this hour, the Richards' family discusses a variety of financial topics, such as current economic conditions and events, and upcoming economic changes.

The Richards Family and EPA Financial Services, Corp. are known for treating their clients like family.  What they do as advisors directly effects their own family(s)  so they will always work in your best interest.      

Your Family's Finances Are Our Family's Business 

 Call today for a 1-Hour, FREE Consultation @ 1-732-286-1000