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Phone: 813-221-1956
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Raymond James
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St. Petersburg, FL 33716
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Shifting from Defense to Offense

Portfolio Strategies for Today’s Market

Wednesday, October 7th

11:45 am – 1:00 pm

Complimentary lunch provided with presentation

Gain a clear understanding of our current economic situation and the course you should take with your investment portfolio at our invitation-only presentation titled “Shifting from Defense to Offense” – Portfolio Strategies for Today’s Market. Certified Financial Planner Jon Wax, President & CEO of Waller & Wax Advisors, will take you through critical topics surrounding our economic crisis:

  • How we got into this crisis
  • How investor emotions erode profit potential
  • What indicators tell us about the impending recovery
  • How to allocate your portfolio in times like these

You will learn why now may be the best time to Shift from Defense to Offense and take advantage of the worst bear market in U.S. history.

Seating is limited; to RSVP, please call Jenna @ (813) 221-1956
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
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