McDonald & Barry Retiree Asset Managementof Raymond James
 
Financial Advisor Services
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McDonald & Barry Retiree Asset Management
3220 SW 31st Road
Suite 302
OcalaFL 34474
Phone: 352-854-6866
Fax: 352-854-9555
Toll-Free: 800-416-6866
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

 

News and Events

BRUNCH WITH JEFF SAUT
Raymond James Chief Investment Strategist


You are cordially invited to attend this timely program presented by

on

Thursday, January 12, 2012 at 11:00 A.M.
College of Central Florida Conference Center
Lecanto, Florida

Featured Speaker:

 

Jeff is well known for his insightful and colorful stock market commentary when appearing on various programs on PBS, NPR, CNBC, Bloomberg TV, USA Network and Fox News. He is often quoted in publications such as The Wall Street Journal, The New York Times, Barron’s, The Washington Post, Business Week, U.S. News & World Report, Fortune, and Smart Money, as well as on websites including thestreet.com and msnbc.com.

Topics:
Come hear world renowned investment strategist, Jeff Saut,
review 2011 and share his outlook and investment strategies for 2012

 For reservations please call Ned's Registered Client Service Associate Marie at
(800) 443-4368


 



 

BOND INVESTING
FOR INCOME


You are cordially invited to attend this timely program presented by

on

Tuesday, January 24, 2012 at 4:30 PM
Garden Room at Citrus Hills Golf & Country Club
Citrus Hills, Florida

Featured Speakers: 

Ned Barry
Financial Advisor

Jeff McDonald
Vice President, Investments

Strategies To:

 * Create Steady & Predictable Retirement Income
* Provide More Income Than Cash Alternatives

 * Take Less Risk Than With Stocks & Other Asset Classes
* Reduce Correlation To Stock Market Ups & Downs

We will be joined by special guest speaker Will Taylor of Eagle Asset Management
with $17 billion of assets undermanagement.  Will will provide the refreshments. 

 
For reservations please call Ned's Registered Client Service Associate Marie at
(800) 443-4368

Eagle Asset Management is an affiliate of Raymond James & Associates.
 



 

Scheduled MBRAM Events

You are invited to participate in the following MBRAM events. Simply RSVP to Marie Rausch during business hours at (800) 443-4368. When it is appropriate to do so "guest" professionals will be co-presenters.

January 2012

26th – Outlook for the Markets in the Year Ahead at 4:00 P.M.
Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

February 2012

23rd – Making the Most of Your Retirement Plan to Save Taxes
This Year & the Year Ahead at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

March 2012

29th – Bond Investing to help Enhance Retirement Income at 4:00 P.M.
Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

April 2012

26th – Professional Money Managers
How To Find & Effectively Use Them at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

May 2012

31st – Withdrawing Retirement Income
From Your Retirement Nest Egg at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

June 2012

28th – Long Term Care
Do You Need It & A Checklist of What to Look For at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

July 2012

26th – Life Insurance
New Uses in Retirement for Your Old Policies at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

August 2012

30th – Living Wills
What They Can & Can Not Do For You at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

September 2012

27th – Borrowing
What Debt Makes Sense in Retirement at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

October 2012

25th – IRA/401(k) Distributions During Retirement
What's Best for You, Your Spouse, and
Your Children/Grandchildren at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

November 2012

15th – How and When to Include Adult Children
in Your Family Planning For Your Power of Attorney,
Health Care Power of Attorney, Living Will,
Do Not Resuscitate Order, Revocable Living Trust,
Will, Assisted Living, Long Term Care,
Intergenerational Investment Management,
Wealth Transfer, Gifting to Children/Grandchildren
and Social Institutions at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL

December 2012

20th – Planning for Special Needs of a Spouse or
Adult Child/Grandchild at 4:00 P.M.

Raymond James & Associates Office (Conference Room)
2101 SE Highway 19, Crystal River, FL
 
Professionally Speaking

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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