Broker Check


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

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]

Past Events

"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.

3rd Annual Holiday Celebration!

December 12, 2019 6:00p - 9:00p Eastern Standard Time

Victory Brewing Company

Celebrate the Holiday Season with us! You are cordially invited to Dynasty Advisors' Holdiay Client Appreciation Celebration hosted by the Jeffrey Wolf and Ian Kahil at the Victory Brewing Company.

Event Registration

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