Upcoming Events


If you are within 5 years of retirement, or have already retired, you can not afford to miss this unique workshop that will answer the #1 question retirees ask:

"Will I Outlive My Money?"
  • Current investment environment: How long will the bull market continue?
  • How interest rates could affect your portfolio in the future
  • What current stock market valuations mean for long-term investors
  • How to effectively balance security and growth in your portfolio
  • Options to provide additional portfolio stability
  • Why a "buy and hold" approach to investing may experience challenges in a volatile market
  • How the 2016 election results will affect your retirement 

  • Upcoming Events 2017
  • Th. June 1st @Noon, Delaware Tech. Comm. College
  • Newark, DE
  • Wed. June 7th @5:30pm, Frog Hollow Golf Club
  • Middletown, DE
  • Tue. June 13th @5:30pm, Frog Hollow Golf Club
  • Middletown, DE
  • Th. June 22nd @5:30pm, The Dilworthtown Inn
  • West Chester, PA
  • Th. June 22nd @6:00pm, Middletown Center*
  • Middletown, DE
  • Tue. June 27th @Noon, Delware Tech. Comm. College
  • Dover, DE
  • Wed. June 28th @5:30pm, The Dilworthtown Inn
  • West Chester, PA


Call 610-358-8942 for more information or to register for one of our events.

*Middletown Professional Center, 291A Carter Rd., Middletown, DE