Solutions for a Secure and Successful Retirement
Integration of financial, legal, and insurance strategies
Wednesday, October 19th
6:30 - 7:00pm | Registration
7:00 - 8:30pm | Panel Discussion
290 Broadhollow Road, Melville, NY
Please fill out the form below in order to RSVP for this event.
DISCLOSURES:
*Dividends are not guaranteed and a company’s future ability to pay dividends may be limited. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in the States in which the advisor is licensed.
*Dividends are not guaranteed and a company’s future ability to pay dividends may be limited. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in the States in which the advisor is licensed.
If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.oppenheimer.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.
Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.
Neither Oppenheimer, OAM nor the Oppenheimer Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Oppenheimer Trust Company of Delaware along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.
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The Omega Group is a program through Oppenheimer & Co. Inc. It offers a managed money program in which experienced Financial Advisors act as portfolio managers for their clients.
*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction. 1Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk. 2Trust Services are provided by Oppenheimer Trust Company of Delaware. 3Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).