Investment Seminar Listing

To register for any seminar on this page

Checkmark the box beside the seminar you want to attend. Enter your contact information below so we can confirm your reservation. Click the Register button when finished.

 

 

Seating is limited so register early






Select one or more seminars you'd like to attend from the choices below, and then click the Register button on the right. All seminars are held at our Oyster Point Member Education Center.

 Taking Control: A Financial Management Workshop for Women

Note: This seminar is conducted over a three week duration.

Week 2 -   Thursday, May 17, 6:30 p.m. - 8:00 p.m.
Week II covers tax planning, retirement planning (employer-sponsored plans, IRA's annuities) and estate planning (trusts, wills, tax-reduction tools and charitable giving.)

Week 3 -   Thursday, May 24, 6:30 p.m. - 8:00 p.m.
Week III covers divorce, Social Security, widowhood.

 

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.