About The Webinar
Ready to put 2020 behind you? Most of us are. If there is anything we learned in 2020 it is that life is unpredictable. You need to be prepared. At David Lerner Associates, we can help you navigate your financial future, no matter what happens next.
Topics Include
- Mutual funds designed to produce regular distributions while investing in large US-based companies with familiar names.*
- Municipal Bond Funds for tax-advantaged distributions.
- Investments that support American infrastructure and businessess.
©2021 David Lerner Associates, Inc. | Member FINRA & SIPC
Since 1976, David Lerner Associates has been dedicated to building and preserving our clients' assets. While offering a range of investments, we feature those that we believe are based on real value and are designed to pay dividends, distributions or interest.
There are risks inherent in investing. Past performance is no guarantee of future results.
Certain investments are offered by prospectus. Investors should read the prospectuses carefully and consider the investment objectives, risks, charges, expenses and other information before investing. The prospectuses will be available at this event or may be obtained from David Lerner Associates, Inc. by calling 1-800-367-3000.
Join us for a FREE Webinar
For more information, schedule an appointment with one of our Investment Counselors.
The Appointment is Free. The Advice Could be Priceless®
*Distributions not guaranteed.
Planning for Your Financial Future in 2021
