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Seminars
for the smart investor
Whether you are an experienced investor seeking professional advice or a do-it-yourselfer, the Retirement Unlimited® financial workshop can help you acquire the knowledge you need to succeed.The financial world has become increasingly complex. Knowledge about investing, risk management, taxes, retirement income and estate planning is more important than ever.
A few times a year we offer FREE PUBLIC workshops to the local residents of Miami/Dade County. Now you too can benefit from the wealth of knowledge, strategies and techniques presented.
Join us for a Business Planning Workshop
- Optimizing Business Finances and Preserving Personal Wealth -
Next Business financial planning seminar series are scheduled for:
Thursday, July 26, 2007 and Wednesday, August 1st, 2007 in Coral Gables, Florida
Thursday, August 16th, 2007 and Wednesday, August 22nd, 2007 in Coral Gables, Florida
Thursday, September 6th, 2007 and Thursday, September 20th, 2007 in Coral Gables, Florida
Thursday, October 4th, 2007 and Wednesday, October 10th, 2007 in Coral Gables, Florida
Contact our offices at: Tel: 305.648.3080
for the latest schedule and details
Click here to e-mail us and let us know which topics you most interested in. Include your name, address, telephone number and e-mail address in the message section.
CPAs and Attorneys in Florida can qualify for Continuing Education Credits by attending these workshops. 2 CPEs and 2 CLEs will be given to those attending along with proof of attendance.
Topics include:
Wealth Accumulation Strategies
- Three phases of financial planning
- Three barriers to financial success
- Asset allocation techniques
- Equity investments
- Impact of taxes on investments
- Tax allocation strategies
- Taxable and favored investments
- Roth IRAs
- Municipal bonds
Retirement and Estate Planning
- Tax-favored retirement distributions
- Life insurance
- Estate planning fundamentals
- Estate trusts
- Charitable giving
Yo también hablo Español.
Securities and Investment Advisory Services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC.
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for informationand availability.
YOUR CLIENT BILL OF RIGHTS | SITEMAP
Securities and Investment Advisory Services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC.
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information
YOUR CLIENT BILL OF RIGHTS | SITEMAP