Expanding Education

Lectures & Seminars

Educational Lectures and Seminars are presented on various subjects of the financial market and estate planning. If you are a CPA Firm looking to earn credit...if you are a Law Firm looking to expand education...If your Organization needs education in one of the following areas, let's start planning!

Subjects include: (not limited)

1. Application of the Modern Portfolio Theory
2. Asset allocation
3. Retirement Planning
4. 401(k) Reform *New Program*
5. Investment/Portfolio Management
6. Specific investment product session (e.g. alternative pension options for small business, tax strategy, real estate products, etc.)
7. Insurance planning
8. State of the Markets *New Program*
9. Investing in Times of Global Uncertainty *New Program*

If you are interested in having Safe Harbor present at your organization, or have further questions on topics to be covered, please feel free to contact us at (631) 421-4341 or by e-mail.