Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you and friends and associates to our guest list.

 

Upcoming Events

2021 Visit the Summer Exhibit at the Mercer Museum

July 8, 2021 - September 6, 2021 10:00a - 5:00p Eastern Standard Time

Mercer Museum

We invite you to visit the Mercer Museum and their new summer exhibits now through Labor Day! Dynasty Advisors is a proud co-sponsor and supporter of the Mercer Museum exhibit "Magnificent Measures". We had such a great turnout in 2018 for the Apollo 11 exhibit which we co-sponsored that we want to invite you to this exhibit. Bud James' Doylestown office location has a beautiful view of the Mercer Museum.. Bud loves photographing the museum and has been invited to take photos inside the museum. What a beautiful collection he is building for them. Plan a day with your family, and friends to enjoy the summer exhibits along with exploring the Mercer Museum in this charming town of Doylestown, PA. In support of the exhibit are offering "complimentary" admission tickets for you to reserve and enjoy! Click on the title for details.

Past Events

June "Bright Future Webinar" with Fidelity Investments

June 16, 2021 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Things are warming up with summer around the corner, but don't let that stop you from joining our webinar with Bradford Pineault, CFA, Vice President, Capital Market Strategy, Fidelity Investments! We hope you take advantage of this enlightening webinar topic about how alternative investments work. This is just one of many, and our goal is to educate you on different facets of a portfolio. Click on the event topic to read more about our guest speaker and agenda.

Who's in May's "Bright Future" Webinar Spotlight?

May 19, 2021 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

The Blackstone Group! John Donovan III, CFA - Principal, is joining the Dynasty Team to discuss the Blackstone Real Estate Income Trust (BREIT). This discussion will include the background of the Blackstone Group, a brief presentation and Q&A. We hope you take advantage of this enlightening webinar topic about how alternative investments work. This is just one of many, and our goal is to educate you on different facets of a portfolio. Click on the event topic to read more about our guest speaker and agenda.

Bright Future Webinar "Securing Your Retirement" - Social Security

April 21, 2021 7:00p - 8:00p Eastern Standard Time

Webinar - Goto WEBINAR

Back by popular demand! Dynasty Advisors has partnered up with BlackRock, hosting the presentation, "Transforming your Social Security Into A Winning Retirement Strategy". Click on the event topic to read more about our guest speaker and agaenda.

Bright Future - "March Madness" Market Update

March 24, 2021 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Join us for our "March Madness" Bright Future webinar with Team Dynasty and Guest Player Mark Paris, Chief Investment Officer and Head of Municipal Strategies for Invesco Fixed Income. In his capacity, he is responsible for the oversight and implementation of all municipal bond strategies.  an hour of a Market Update! Click on the event topic to read more!

Bright Future - 2021 Real Estate Update

February 17, 2021 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Join us for our complimentary webinar, 2021 Real Estate Update and Housing Market Update, Hosted by Dynasty Advisors and presented by guest speaker Anthony J. Franzese, ​Licensed Real Estate Broker​​/Owner Residential & Development Specialist​ at Weichert Realtors, The Franzese Group. Click on the event topic to read more!

Securing Your Retirement - Social Security Webinar

February 10, 2021 6:00p - 7:00p Eastern Standard Time

Webinar - GotoMeeting

Hosted by Dynasty Advisors LLC, Financial Advisor Alexander J. Saulon CFP®, CDFA™, AIF will present BlackRock's presentation, "Transforming your Social Security Into A Winning Retirement Strategy". Click on the event topic to read more!

Bright Future - 2021 Kick off with Goldman Sachs!

January 20, 2021 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Join us for our complimentary webinar, 2021 Market Know-How, Breaking Out from the Outbreak. Hosted by Dynasty Advisors and presented by guest speaker Wendy Lin, Marketing Strategist, Goldman Sachs Asset Management. Click on the event topic to read more!

Bright Future - "2020 US Presidential Election" Webinar

November 18, 2020 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Join us for our complimentary webinar, 2020 US Presidential Election - Hosted by Dynasty Advisors and presented by guest speaker James T. Robinson, CIMA®, CAIA, Vice President, Invesco. Click on the event topic to read more!

"Bright Future" Webinar - Social Security: With You Through Life's Journey...

October 28, 2020 12:00p - 1:00p Eastern Standard Time

Webinar - GotoMeeting

Take your Lunch Break with us! Register for our complimentary informative webinar discussing Social Security Benefits... Securing today and tomorrow, Hosted by Dynasty Advisors LLC and presented by Jarita Walker, Public Affairs Specialist from the Social Security Administration. Create your personal "my Social Security" account if you haven't done so already prior to our webinar to follow along with presentation and see the advantages of having your account set up Click on the event topic to see more information on how you can get started with creating a secured account and the highlights of the hour!

"Bright Future" Webinar - 8000 Days!

September 16, 2020 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Join us for our complimentary webinar, 8,000 Days - An entire phase of your life waiting to be invented! Hosted by Dynasty Advisors and presented by guest speaker David Marks, RVP- Advisor Consultant. Hartford Funds. Retirement is often talked about as an end. You might be focused on how to prepare for it, which is critically important. But if you're looking at retirement as the final goal, then you might not be preparing in the best way. Click on the event topic to see the "4 Phases of Retirement", that will be discussed and how MIT Agelab had a hand in the research.

"Bright Future" 529 Education Savings Plan Webinar

August 19, 2020 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Plan ahead...What you need to know about 529 education savings plans. Join us for our complimentary webinar "Invest in a Brighter Future", 529 Education Savings Plan. Hosted by Dynasty Advisors and presented by guest speaker Matt Leeper, Vice President, Capital Group, American Funds Click on the event topic to read more!

Cancelled - 9th Annual "Day At The Races" Event!

August 9, 2020 11:30a - 6:00p Eastern Standard Time

Monmouth Park Race Track

All of us Dynasty Advisors invites you, your family and friends to join us at our reserved track side Club House Patio Terrace Area for a DAY AT THE RACES! Complimentary Luncheon Buffet and fun activities for all. "CLICK" on Event Name for more details and to REGISTER for this event. When registering online or through email, please indicate the number of adults and children with ages that you are bringing. We kindly ask you to register by Tuesday, Wednesday August 5 2020 Any questions contact Linda Barny, 866-284-1314, email [email protected]

Bright Future Webinar - Identity Theft

July 21, 2020 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Knowledge is Power! Don't miss our complimentary "Bright Future" webinar, Identity Theft, hosted by Dynasty Advisors and presented by guest speaker James T. Robinson, CIMA®, CAIA, Vice President, Invesco. Click on the event topic to read more!

Bright Future Webinar "5 @ 55" - Rescheduled to Tues, June 30, 2020

June 30, 2020 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Please join Dynasty Advisors and guest speaker Judith D. Grimaldi, ESQ, CELA, CSW, a partner in the pioneering elder law firm, GRIMALDI & YEUNG LLP, to discuss "The 5 Essential Legal Documents You Need by Age 55". Click on the title for more details of the webinar.

"Raising Financially Aware Kids" Webinar

May 28, 2020 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Now's the time parents! Take some notes on how to teach your children the 5 things they need to know about money. Join Dynasty Advisors for our complimentary "Bright Future" webinar presenting "Raising Financially Aware Kids" - Understanding the Value of a Dollar From Toddller to Teen. Dynasty Advisors partnering with American Century, guest speaker Bob Karas, Vice President, Regional Wealth Management Consultant to present this webinar. Click on the title of the webinar to read more.

"Thriving in the Pandemic and Beyond" Webinar

May 6, 2020 7:00p - 8:00p Eastern Standard Time

Webinar - GotoMeeting

Join us for our complimentary "Bright Future" webinar presenting "Thriving in the Pondemic and Beyond". Presented by Dr. Joseph Cilea, President and Founder of Advanced Wellness and author of "101 Great Ways to Improve Your Health".

"The Psychology of Investing" Webinar

April 29, 2020 4:00p - 5:00p Eastern Standard Time

Webinar - GotoMeeting

Don't miss the first of our complimentary "Bright Future" webinars presented by Dynasty Advisors LLC.

Event Registration




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