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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 Movie Event this December.  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.  


2019 Mid Year Economic Summit

Oct. 16 2019  

Oct. 17 2019    SOLD OUT

2019 has been off to a strong start. Can equity markets continue to rally despite global concerns, interest rate anxieties and recession worries?  Join us as we take a look at the remainder of 2019 and provide ideas and strategies to consider.

Next series of workshops are in January 2020

Call to reserve your seats.  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.