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.