Dynasty Advisors, LLC

11/03/2026

What does your plan look like if you need care later in life?

The possibility of needing extended care can bring questions about finances, lifestyle, and the role family members may play. Understanding the options available can help you make more informed decisions about your overall financial picture.

Join us for the next session of our Planning with Purpose Webinar Series: Long-Term Care, presented by Michael Fish. We’ll explore different care options, ways to fund potential expenses, and insurance solutions that may help cover the cost of care.

We’ll also explain how benefits are paid and highlight key factors to consider when evaluating coverage, including affordability, benefit structures, and potential premium changes.

Register today to reserve your spot and learn more about preparing for the possibilities ahead!
https://zoom.us/webinar/register/WN_pbTaIWg8TuCTxBv8Vyw1hg

11/02/2026

A great day for an important cause!

On October 17th, our team attended the CaringKind Alzheimer’s Walk and Brain Health Day in Central Park to show our support for those living with Alzheimer’s, their families, and the caregivers who make a difference every day.

We were proud to support "Team Grimaldi Yeung Law Group" and join others dedicated to raising awareness and helping those impacted by Alzheimer’s.

The day included a two-mile walk, brain health activities, education, and meaningful connections. It was a great reminder of the importance of coming together to support one another. We’re grateful to be part of a community that believes no one should have to walk this journey alone!

10/26/2026

Starting a new job, switching employers, or reviewing your current coverage? Knowing how employee benefits work can help you make more informed decisions about your options.

Join us for Session 3 of our Planning with Purpose Webinar Series: Employee Benefits, presented by Kevin Hutnik. We’ll break down common benefits terminology and explore medical, dental, and vision coverage, Health Savings Accounts (HSAs), retirement plans, and more.

We’ll cover key factors to consider when evaluating your benefits and what to keep in mind as you determine which options may best fit your needs.

Register Here: https://zoom.us/webinar/register/WN_SOgaJgs8RY2FYBMviGasAA #/registration

10/20/2026

Last week, Ronald Lomangino visited Monmouth University to speak with business students about wealth management and careers in the financial services industry.

Ron shared his journey from starting as a life insurance producer to building Dynasty Advisors alongside his partners. He also discussed investing fundamentals, building a firm, and the role wealth managers play in helping individuals and families make informed financial decisions.

A special thank you to the Monmouth Finance Society for the opportunity to connect with the next generation of business professionals! We enjoyed sharing real-world insight and helping students explore what a career in wealth management can look like beyond the classroom. We look forward to continuing to support and engage with our local community!

10/07/2026

Join us for the first session of our Planning with Purpose Series: Life Insurance, on October 14th! This webinar will cover the essentials of life insurance, including its purpose, how it works, and how to assess your coverage needs. Financial literacy is crucial for everyone, so we encourage you to share this opportunity! Follow the link to view our invitation and registration details: https://conta.cc/4AVD8Y0

Email from Dynasty Advisors LLC Dynasty's Fall Webinar Series - REGISTER NOW   Join us for THE PLANNING WITH PURPOSE SERIES Session 1: Life Insurance     Webinar Presentation Hosted by: Dynasty Adviso

09/11/2026

Wishing everyone a sweet new year! Enjoy Rosh Hashanah with loved ones! 🍏🍯 Follow the link https://conta.cc/4r6QagV to see our full holiday wishes!
https://conta.cc/4r6QagV

Email from Dynasty Advisors LLC From our Dynasty family to yours - Warm wishes as we celebrate a sweet new year. HAPPY ROSH HASHANAH     Time to Reflect... As you know, Rosh Hashanah is a time not onl

09/04/2026

As we approach Labor Day, let's honor the hard work and dedication of our community. Enjoy a well-deserved long weekend with family and friends. Our offices will close early on September 4 and will remain closed on September 7 in observance of the holiday. Follow the link https://conta.cc/3Ux7UGc to read our full email.
Wishing everyone a productive school year ahead!

https://conta.cc/3Ux7UGc

Email from Dynasty Advisors LLC Have a fun and safe Labor Day Weekend!   TREAT YOURSELF CELEBRATE LABOR DAY As we head into the Labor Day weekend, we want to take a moment to recognize and appreciate

07/02/2026

As we celebrate America's 250th birthday, we reflect on the values that unite us as a nation. This milestone represents resilience, community, and the spirit of innovation that has propelled us forward. Join us in honoring this momentous occasion! Please note, our offices will close early on July 2nd and remain closed on July 3rd. Follow the link https://conta.cc/4oXghWw to view our holiday wishes.
Let's continue striving for a brighter future together!

Email from Dynasty Advisors LLC July 4th Holiday Wishes and Office Hours... Please Read.   Happy Birthday! Join us in celebrating America's 250th birthday! As the nation commemorates its 250th birthda

06/21/2026

Today, we celebrate Father's Day and recognize the pivotal roles fathers play in our lives. From life lessons to unwavering support, fathers shape our journeys in countless ways. Join us in honoring all fathers, stepfathers, grandfathers, and father figures today! Follow the link https://conta.cc/4vkxgV5 to see our full email. Happy Father's Day from our Dynasty Family to yours!

Email from Dynasty Advisors LLC A Special Message from All of Us at Dynasty Advisors.   TODAY WE HONOR FATHER'S EVERYWHERE As we commemorate Father's Day today, we pay tribute to the remarkable indivi

06/18/2026

Dynasty's offices will close early on June 18, 2026, and remain closed on June 19, 2026, for the Juneteenth holiday. We will reopen on June 22, 2026. Follow the link https://conta.cc/4vmbuQY to read the full email.
For any inquiries, please reach out at 866-284-1314 or email [email protected]. Wishing everyone a happy and safe summer season!

Email from Dynasty Advisors LLC       Dynasty's offices will close early on Thursday, June 18, 2026 at 4:00pm. We will remain closed on Friday, June 19, 2026 in observance of the holiday, and reopen M