Navigating Your Financial Future in a Pandemic 

About The Webinar

Since the Coronavirus Pandemic this past spring, we have witnessed the economy bounce from a historic, prosperous market to an economic shutdown overnight, and now back to record-setting market gains. 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.1

Municipal Bond Funds for tax-advantaged distributions. 

Variable Annuities created to provide a guaranteed income stream that you can’t outlive.2


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©2020 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.

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Dana Lightner
Vice President Investments

TOPICS:
Spirit of America 
Municipal Bond Fund

Dana Lightner has been with 
David Lerner Associates since 2012. 
Ms. Lightner has a passion for working with individuals who want to plan and invest for the long-term. She is committed to educating and inspiring as many people as possible to take control of their finances.

Michael Norton
Senior Vice President Investments

TOPICS:
Spirit of America 
Large Cap Fund

Michael Norton has been with 
David Lerner Associates since 1998. Over the last 22 years, his thorough understanding of various financial products, along with his ability to understand each clients' financial goals, has allowed Mr. Norton to help hundreds of clients plan for their financial future. 

David A. Neuwirth
Senior Vice President Investments

TOPICS:
Variable Annuities

David Neuwirth has been with 
David Lerner Associates since 2011. Mr. Neuwirth's clientele includes a large number of multi-generational families. An experienced professional in annuities, Mr. Neuwirth assesses the financial needs of each of his clients and helps them plan the financial future  for each generation.

Meet Our Presenters

For more information, schedule an appointment with one of our Investment Counselors.
The Appointment is Free. The Advice Could be Priceless®

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About Our Host

Martin Walcoe joined David Lerner Associates in 1986 as an investment counselor. In 2009, he became Executive Vice President with the responsibility to direct branch management in the development of their sales teams. A dynamic leader and speaker, Mr. Walcoe became President and CEO of David Lerner Associates in 2019.

Martin Walcoe
President and CEO

David Lerner Associates, Inc.

1.Distributions not guaranteed. 
2.Income guarantees are backed by the claims-paying ability of the issuing company and do not apply to the underlying investment options.