Join Us!! Two More Fall Workshops To Attend

Join us for Dinner & Important Discussions You’ll Want to Hear

orange pumpkin

 

SPONSORED BY
BORGIDA & COMPANY, P.C. 
Certified Public Accountants &
RAYMOND JAMES FINANCIAL SERVICES, Inc.

 

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.

Topics Include:

  • 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.