LEGISLATIVE UPDATES AND TAX-EFFICIENT PLANNING STRATEGIES WITH VANGUARD
Wednesday, October 23, 2024 | 4:30 Eastern Time
Starting on January 1st, 2026, reduced individual tax rates and individual tax exemptions we’ve enjoyed since 2018 will expire unless additional legislation is passed. With that in mind, we are pleased to partner with Vanguard for an educational webinar with special guest speaker Julia Fuentes, CIMA®, WMS™.
We look forward to having you tune in!
Click Here to Watch Our Webinar Recap Video
Market update and outlook with J.P. Morgan
Tuesday, January 10, 2023 | 5:00PM Eastern Time
You are invited to join us to hear insights on today's most critical economic and investment topics from Meera Pandit, Global Marketing Strategist, J.P. Morgan Asset Management.
Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, Meera Pandit will share thoughts on the current economic landscape and outlook for 2023, discuss key drivers and trends taking place in the markets and answer your most pressing questions.
We hope you can attend and look forward to seeing you at this important event.
A SPECIAL SEMINAR ON SOCIAL SECURITY WITH BLACKROCK
Thursday, July 21, 2022 | 5:00PM Eastern Time
As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan.
Join us for an overview from Jennifer Taboada, Wealth Education Specialist with Blackrock of:
- How Social Security benefits work for you and your spouse
- When and how to start receiving Social Security benefits
- Opportunities to increase your benefits throughout retirement
We hope you can attend and look forward to seeing you at this important event.
ZOOM MEETING DETAILS
Join via ZOOM Cloud meetings application:
- Select “Join a Meeting”
- Enter Meeting ID: 970 6865 9321
Join via link:
- https://raymondjames.zoom.us/j/97068659321
Join via audio only:
- US Toll Free: 646-876-9923
- Enter Meeting ID: 970 6865 9321
Market update and outlook with J.P. Morgan
Tuesday, June 7th, 2022 | 5:00PM Eastern Time
You are invited to join us to hear insights on today's most critical economic and investment topics from Meera Pandit, Global Marketing Strategist, J.P. Morgan Asset Management.
Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, Meera will share thoughts on the current economic landscape and outlook for 2021, discuss key drivers and trends taking place in the markets and answer your most pressing questions.
We hope you can attend and look forward to seeing you at this important event.
ZOOM MEETING DETAILS
Join via ZOOM Cloud meetings application:
- Select “Join a Meeting”
- Enter Meeting ID: 982 4246 0856
Join via link:
- https://raymondjames.zoom.us/j/98242460856
Join via audio only:
- US Toll Free: 646-876-9923
- Enter Meeting ID: 982 4246 0856