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Calendar of Events

Keep These Events on Your Radar

For Our Gold Medal Services clients, look for your invitation to the Annual Baseball Game this JUNE! This event is for our Gold Medal Service Clients ONLY and their family.  Tickets are limited.  RSVP ONLY.  This is an appreciation event for those who meet the criteria of Gold Medal status.  If you would like to be invited to these appreciation events in the future, give your rep a call and they can explain how you can qualify.  

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May 2020 Client Referral Workshop

June 2020 Client Worksop 


New dates will be announced.

The Secure Act is a hot topic and Serafino will explain it so you can understand.  

Knowledge is power!

Call to reserve your seats for you and a guest you would like to introduce to us!

Last workshops sold out!

  These workshops are for our clients and their friends that may benefit from this information.

RSVP to Joanna 718-331-3700

Check the background of this firm/advisor on FINRA’s BrokerCheck.