Located in New Jersey & Delaware
(866) US Seniors

Events

Workshops & Classes

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Workshops & Classes


Workshops & Classes are educational events that are open to the public and are held at various venues such as local colleges, restaurants and the DFS office Conference Room. Seating is limited and confirmation is completed once you’ve submitted an event’s “Register” request and have been contacted by our office.

Special Activities

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Special Activities


Special Activities are public and community-based events designed to introduce our firm and its wide array of services. They are typically either entertaining or very informative… or both! (Requires registration)

Client Appreciations

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Client Appreciations


Client Appreciations are fun events planned for DFS clients as a celebration of our working relationship with them. Clients are encouraged to bring guests, but seating is limited so registration of clients and their guests is a must. By invitation only (but see the NOTE on Events page).

Note: Client Appreciation Events

are by-invitation-only, but if you have an interest in one or more of these and would like to learn how to become a client, just let us know by using the register button. We always appreciate referrals and hearing from potential new clients!

PAST EVENTS

March 23, 2021 - Financial Strategies for Right Now! – A Delaware Event

6:00 p.m.

Frazier's Restaurant & Bar, 9 E. Loockerman Street, Dover, DE

March 18, 2021 - Financial Strategies for Right Now! A Delaware Event – Day 3

6:00 p.m.

1776 Steakhouse, 18585 Coastal Hwy #6, Rehoboth Beach, DE 19971

Details

March 17, 2021 - Financial Strategies for Right Now! A Delaware Event – Day 2

6:00 p.m.

1776 Steakhouse, 18585 Coastal Hwy #6, Rehoboth Beach, DE 19971

Details

March 16, 2021 - Financial Strategies for Right Now! A Delaware Event – Day 1

6:00 p.m.

1776 Steakhouse, 18585 Coastal Hwy #6, Rehoboth Beach, DE 19971

Details

February 10, 2021 - Financial Strategies for Right Now! A New Jersey Event – Day 2

6:30 p.m.

Caffe Aldo Lamberti, 2011 Marlton Pike West, Cherry Hill, NJ 08002

Details

February 9, 2021 - Financial Strategies for Right Now! – A New Jersey Event – Day 1

6:30 p.m.

Caffe Aldo Lamberti, 2011 Marlton Pike West, Cherry Hill, NJ 08002

Details

February 3, 2021 - Financial Strategies for Right Now! A New Jersey Virtual Event

6:30 p.m.

Seasons52, 3535 US Highway 1, Princeton, NJ 08540

January 22, 2021 - Webinar: January Financial Lense, TOPIC – How a Biden Presidency Will Impact Your Finances

3:00 p.m.

https://event.webinarjam.com/register/68/4qqp8hg9

January 20, 2021 - Financial Strategies for Right Now! – Delaware Event – Day 2

6:00 p.m.

Fish On, 17300 N Village Main Blvd, Lewes, DE 19958

January 19, 2021 - Financial Strategies for Right Now! – Delaware Event – Day 1

6:00 p.m.

1776 Steakhouse, 18585 Coastal Hwy #6, Rehoboth Beach, DE 19971