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Health & Wealth

We are excited to launch our new Health and Wealth series of classes.

As financial planners, we understand the many ways money, diet and exercise impact your daily life. Our goal is to give you ideas for achieving a happier and healthier way of living.

Our programs will be both entertaining and informative.

And we would love you to share this experience and knowledge with others. Please feel free to invite your friends and loved ones to this fun event.

During our first session on November 6th…

  • We’ll share how elderberry syrup can boost your immunities during the fall and winter months. We’ll show you how to make it.  And even pass out samples.
  • You’ll be able to participate in a 30-minute yoga class.
  • You’ll learn why it’s important to have a Caregiving Plan. Plus, we’ll give you the steps on how to create one.

Light fare and drinks will be included.

If you are not able to join us for this event will also be on Facebook Live.  You can interact with Beth and the Yoga instructor in real time in the comfort of your own home.  Click on the Facebook icon to join us on Facebook Live.


Date: Wednesday, November 6, 2019

Time:  4:30-6:30pm

Place:   Garnerville Arts Center, 55 W Railroad Avenue, Garnerville, NY 10923

RSVP Here 

Check the background of this firm/advisor on FINRA’s BrokerCheck.