Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.


2018 Tax Strategies Seminar

May 9, 2018 5:30p - 8:30p Eastern Standard Time

Romo's Italian Kitchen

We invite you to our presentation, 2018 Tax Strategies. Learn new tax tips and get regular reminders on important upcoming items that may help you reduce your liabilities and pursue your financial goals. Dinner will be served.


Special Needs Planning Seminar

June 9, 2018 10:00a - 11:30a Eastern Standard Time

Eastern Planning Inc.

Do You Have A Loved One With Special Needs? Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.