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
  • Tues. August 22nd @Noon, Middletown
  • Professional Center. Middletown, DE
  • Thurs. September 7 @5:30, The Grille at Back 
  • Creek. Middletown, DE
  • Weds. September 13 @5:30, The Grille at Back
  • Creek. Middletown, DE
  • Tues. September 19 @Noon, Del Tech Comm
  • College Newark Campus. Newark, DE
  • Thurs. September 21 @5:30, Dilworthtown Inn
  • West Chester, PA
  • Weds. September 27 @5:30, Dilworthtown Inn
  • West Chester, PA
  • Weds. September 27 @6:00, Middletown
  • Hampton Inn. Middletown, DE



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

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