We Want YOU and a Guest to Join Us for our
2021 FALL SEMINAR SERIES!
Sponsored by Borgida & Company, P.C. & Raymond James Financial Services, Inc.
#1 MAXIMIZING SOCIAL SECURITY: Thursday, September 16th
Creating a plan of action for Social Security can be an overwhelming prospect. This complex topic will be broken down by Robert Spence, CFP®, RICP® Financial Planning Consultant, Raymond James Financial Services, Inc. Learn to maximize your Social Security benefits and optimize your retirement strategy.
#2 STOCK MARKET UPDATE: Wednesday, October 13th
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.
#3 YEAR-END TAX PLANNING: Thursday, November 4th
Are you taking all the tax-savings deductions that you are entitled to? Thomas Scanlon, CPA, CFP® Financial Planner Raymond James Financial Services, will identify ways you can lower your tax burden by explaining deductions like IRAs, 401(k)s, HSAs and much more! Let us help you create financial peace of mind.
* We’re celebrating Veterans’ Day with a special gift for all who served. Please let us know if you or your guest are a veteran.
Save the Date & We’ll Save You a Seat!
(Space is limited so call today!)
Register for all 3 or just the one that piques your interest!
Call 860.646.2465 or email MariaM@BorgidaCPAs.com
All workshops are held at:
Borgida & Company, P.C. 360 East Center Street, Manchester, CT
A light dinner will be served, followed by the presentation
with time for questions & answers.
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.