Free financial and estate planning seminar

Free financial and estate planning seminar

WRKO and The Financial Exchange with Barry Armstrong are pleased to invite you to a free financial and estate planning seminar presented by Barry Armstrong.
Registration is required for this free event. To register Click Here.
Barry will provide you with an in-depth overview of the current economic environment in the United States and how global uncertainty can impact your assets. He will also present his innovative strategy Low Beta Investing. This approach focuses on income-producing, low-volatility investments that can help reduce the risk in your portfolio.
Also joining Barry will be Todd Lusky, an estate planning attorney and partner with the law firm of Cushing & Dolan, P.C. Todd will educate you on how to protect your assets from the high cost of nursing home care, reduce and possibly eliminate estate taxes and ensure your money stays within your family. Todd will present his Medicaid Qualified Irrevocable Trust as an asset preservation strategy and discuss his Inheritor's Trust, which can protect your assets from your children's future divorces.
There will be two workshops offered on Thursday, April 5th at the Westin Hotel located at 70 Third Avenue, Waltham, MA 02451.
First Session:

  • 11:00 AM
  • Check in begins at 10:30 AM
  • If attending the first session be sure to join us early as we will broadcast the Financial Exchange on location at the Westin Waltham Hotel from 9:00 AM to 11:00 AM

Second Session:


  • 1:30PM
  • Check in begins at 1:00 PM

About Barry Armstrong: Barry has been in the financial services industry since graduating from Pace University in 1984. He currently manages over $400 million in client assets for high net-worth individuals and institutional investors. Barry designs strategies aimed at preserving and growing wealth while meeting client income needs.   He partners with a network of leading professionals specializing in elder law, accounting, insurance, and mortgage financing. This integrated approach provides clients with a range of services to help develop a comprehensive plan.
About Todd Lutsky: Todd graduated from the University of Toledo School of Law in 1991 and obtained a Master's Degree in Taxation from the Boston University School of Law in 1992. Todd's area of expertise includes elder law, asset protection, estate and tax planning, and business law. Mr. Lutsky is a regular speaker for Massachusetts Continuing Legal Education and the Foundation for Continuing Education and is a respected member of the elder law community.
If you have any questions regarding registration, please call our office at (781) 433-0001.
Thank you for your interest.  We look forward to seeing you at The Financial Exchange Workshop!

Securities offered through Securities America, Inc.
Member FINRA/SIPC and Advisory Services offered through
Securities America Advisors.  Barry Armstrong, Representative.
Armstrong Advisory Group, Cushing & Dolan, WRKO and the Securities America Companies are unaffiliated.

Trading instructions sent via e-mail may not be honored. Please contact my office at (781) 433-0001 or Securities America, Inc. at 800-747-6111 option 1 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.