McDonald & Barry Retiree Asset Management (MBRAM)
Need a speaker? We offer a variety of free, educational programs of interest to retirees and nonprofit organizations. Topics include:
Retirement and Lifetime Planning
An enjoyable and thought provoking monthly look at the factors shaping
modern “retirement” and how we can assist you in creating a plan for
accomplishing your most important retirement goals. Topics include:
1) What To Do With $100,000 In Today’s Market
2) How To Potentially Increase Your Retirement Income
3) Lifetime Planning
Simply click on “Contact Us” on the right side of this web page to learn
more about this program that might just motivate you to “live” your golden
years.
Last Thursday at MBRAM
Up-to-date and in-depth monthly discussion of 12 topics of concern to
retirees. Simply click on “Last Thursday” on the right side of this web
page for a complete list of topics and dates.
Risk Management for Doctors, Lawyers, and Business Owners
Designing Investment Strategies for Structured Settlements
of Legal Damage Awards
Teaming with Individual and Corporate Trustees to Achieve
the Investment Goals of Trusts Commonly Used by Retirees
Technical Analysis of Markets, Stocks, ETFs and Mutual Funds
Using Dorsey Wright Point & Figure Charting
Investing for Non-Profit Organizations
Role and responsibilities of the Board, Investment Committee, and Staff
in investing the short term and long term assets of the organization
Planned Giving for Non-Profit Organiztions
Forming a Planned Giving Committee and operating a multi-stage
planned giving program
Jeff McDonald
Jeff participates in various volunteer projects for his community and church.
Ned Barry
Professionally, Ned is President Elect of the Estate Planning Council of Marion County, Florida.
Ned also is currently an enthusiastic member of the Board of Directors of United Way of Citrus County which supports 20+ local human service organizations. He also enjoys serving as Vice Flotilla Commander of the Homosassa, Florida Flotilla of the U.S. Coast Guard Auxiliary. Ned is also a long time Rotarian and currently member of the Board of Directors and Chairperson of the International Service Committee of the Rotary Club of Inverness, Florida.