David Lerner Associates Hosts Save for Retirement Week Seminars

David Lerner Associates Hosts Save for Retirement Week Seminars

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October 19 - 25 is National Save for Retirement Week. The purpose of this week is to raise public awareness about the importance of saving for retirement.

Two recent surveys show that Americans expect their retirement to last for 21 years, but their retirement savings to last only 14 years, leaving a retirement shortfall of 33 percent. 18 percent of respondents in the U.S. said they don’t think they will ever retire, at least in the traditional sense of giving up work completely.

Saving for Retirement Week provides an opportunity for people to reflect on their retirement goals and determine if they are on target to reach those goals.

David Lerner Associates is hosting several seminars in New York, New Jersey and Connecticut.

October 21: Princeton, NJ

October 23: Stamford CT

October 22: Staten Island, NY

November 8: Plainview, NY


“It is important to focus on your retirement savings strategies,” says Martin Walcoe, EVP of David Lerner Associates. “You can set goals for how much you think you need to save in order to retire comfortably at a target age, and then work backward from here to determine how much money you need to save each month to meet these goals.”

While there are a lot of uncertainties involved in such an exercise — such as rate of return, inflation and the future cost of healthcare — this exercise will give you some kind of target to shoot for.

Seminar topics may include: municipal bonds, variable annuities and/ or mutual funds. Reservations are required. Call 1-800-367-3000 today to reserve your seat.

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 may be obtained from David Lerner Associates, Inc. by calling 1-800-367-3000.

David Lerner Associates Inc. is a member of FINRA and SIPC.


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Founded in 1976, David Lerner Associates is a privately-held broker/dealer with headquarters in Syosset, New York and branch offices in Westport, CT; Boca Raton, FL; Teaneck and Princeton, NJ; and White Plains, NY. For more information contact David Lerner Associates Cal 516-921-4200 Visit our website: http://www.davidlerner.com

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Jake Mendlinger
Account Manager
516.829.8374 X 232

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