Upcoming Seminars

Saving and Investing 20/20

Course Consists of One 45 minute session

Available Venues
Social Organizations
Corporate Education


All sessions: 45 minutes

“People don’t plan to fail, they simply fail to plan”

In this practical workshop, participants will:

  • Learn how to effectively set personal financial goals and how to work toward those goals.
  • Discover effective techniques for managing the balance between risk and return
  • Learn to identify personal needs for retirement savings, using a mathematical model that calculates how much total savings needs to be in place.
  • How existing pension plan benefits and 401k contributions help to achieve their retirement goals.

The workshops and insurance sales presentation is for informational purposes only. Neither Horizon Wealth Strategies, LLC, its staff nor NYLIFE Securities LLC or its representative/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. Horizon Wealth Strategies LLC is independently owned and operated from NYLIFE Securities LLC and its affiliates. All investing involves risk, including the possible loss of principal.Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Mark D. Olson, Irene Stolte, Michael A. Ferrara are Financial Advisers offering financial planning and investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser and Registered Representatives of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency , 21 Maple St., Somerville, NJ 08876 & 379 Thornall St., 8th Floor, Edison, NJ 08837.