Join us for Dinner & Important Discussions You’ll Want to Hear
Thursday, October 10th
Do You Have What it Takes to Retire?
Thomas Scanlon, CPA, CFP®, Financial Advisor, Raymond James Financial Services, will review the different strategies you can use to best meet the challenges of retirement. From identifying your retirement goals to accessing your resources, to making a personalized plan, it’s never too early to discuss your options.
- Getting “Your House” in Order
- Estate Planning
- Beneficiary Designations
- Risk Management
- 401(k) – IRA – Roth IRA
- Pending Tax Legislation
Thursday, November 14th
STOCK MARKET UPDATE
Industry leader Fidelity Investments Regional Vice President Brian Winman will present a stock market update full of investment trends and tools. Don’t miss this opportunity to learn the latest news about the federal reserve, interest rate risks and diversification.
SAVE THE DATE & WE’LL SAVE YOU A SEAT!
Space is limited so call today!
RSVP to Maria (860)646-2465 * MariaM@Borgidacpas.com
Thomas F. Scanlon is a member of the American Institute of Certified Public Accountants and the Connecticut Society of CPA’s. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Borgida & Company, P.C. is not affiliated with nor endorsed by Raymond James Financial Services, Inc. Raymond James is not affiliated with and does not endorse the opinions or services of Brian Winman. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.