At Diversified Planning Strategies Advisors, we hold informational seminars and lunch and learns for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend an event.
I have passed the Series 65 securities exam and hold my life and health insurance licenses in New Jersey, Florida and many other states. I am a licensed Investment Adviser Representative and your Fiduciary, I help investors design and implement investment and retirement plans that are specific to their financial needs and goals.
Retirement Master Class
Retirement Master Class
Tuesday, December 10th – 6:30PM