Seminars : Waterside Financial Group, LLC


Lunch & Learns or Seminars available at client's/company's request.

  • Saving & Investing 20/20: A Changing Environment
  • Tax – Favored Investing: The Update
  • Additional customized topics available upon request




These seminar presentations are for informational and sales purposes only. Neither Waterside Financial Group, LLC, nor NYLIFE Securities LLC, provide tax, legal or accounting advice. Please consult with your own personal advisors for tax, legal or accounting advice.