Independent Retirement AssociatesAn Independent Firm
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Retirement Income Planning

Presented by:

Please join Charles West and Eric Halter for lunch as we discuss Retirement Income Planning During Uncertain Economic Times

Description:

Retirement income planning is the process of understanding how much income you'll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there's no such thing as a - one size fits all - plan, there are steps you can take to maximize the possibility of a financially secure retirement.

Location:

Name: Travis Building, Raymond James Conference Room
Description: Independent Retirement Associates 29 Eglin Parkway NE Ft Walton Beach, FL 32548
Driving Directions: Northeast corner of Eglin Parkway and Hollywood Blvd. Look for Travis Building sign on front of building. Enter doors directly under the sign. Conference Room is to the right.
Dates and Times: October 13, 2011 12:00 PM to 01:00 PM

Contact:

Please contact Eric Halter at 850-796-2045 or e-mail eric.halter@raymondjames.com to make your reservation.





 

Release No. 2118-01                                                                                            FOR IMMEDIATE RELEASE
Date 11, 2008

 

Clay Brock Becomes Member of the Institute of Investment Management Consulting at Raymond James

            ST. PETERSBURG, Fla. – Clay Brock was selected to become a member of the Institute of Investment Management Consulting. The Institute of Investment Management Consulting (IIMC) was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors. The IIMC curriculum gives these advisors advanced knowledge commensurate with high level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.

Mr. Brock attended a 3-day certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction. The curriculum culminated in an examination that required advisors to apply the major concepts covered during the program to client situations. By successfully completing the program and examination, Mr. Brock earned the designation of Investment Management Consultant.

Clay Brock specializes in financial planning and investment consulting for individuals and their families as well as businesses and institutions.

About Asset Management Services

         Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset-management services and products for financial advisors of Raymond James. Managed products include the industry-leading platforms of Raymond James Consulting Services and the Freedom program. Wrap-fee programs include the Passport and Ambassador programs.

About Raymond James Financial Services

            Founded in 1974, RJFS has approximately 3,200 financial advisors in approximately 2,000 offices nationwide. RJFS offers general securities (such as individual stocks and bonds) and professionally managed investment alternatives that primarily use an asset allocation and/or financial planning methodology. A member of FINRA, RJFS provides fee- or commission-based services through registered representatives in two divisions, the Independent Contractor Division (ICD) and the Financial Institutions Division (FID). ICD offices are independent establishments affiliated with RJFS; FID offices are located in community banks throughout the country. RJFS has 1,371 Private Client Group offices and 560 satellites.

 

For additional information, please contact Chris Latta at 256-236-8875.

 

29 Eglin Parkway
Fort Walton BeachFL 32548
Phone: 888-528-2644
Fax: 866-407-8182
11490 Emerald Coast Pkwy
Suite 100
DestinFL 32550
Phone: 850-796-2045
Fax: 850-796-2101
1429 Quintard Avenue
AnnistonAL 36201
Phone: 256-236-8875
Fax: 256-236-8366
Contact Us

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC.
Member FINRA / SIPC

  • NOT FDIC Insured
  • NOT GUARANTEED by the bank
  • Subject to risk and may lose value
  • Not a deposit
  • Not insured by any government agency
  • Raymond James is not affiliated with the financial institution or the investment center

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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 and availability.

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