McDonald and Barry Logo
 

You Are Invited…To Share An Evening

at

Raymond James 25th Annual
Symphony Under The Stars

featuring

The Florida Orchestra

May 11, 2019
Raymond James Stadium

To request complimentary tickets please call
Ned's Registered Client Service Associate Marie at
(800) 443-4368

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WHEN & HOW TO INCLUDE YOUR ADULT CHILDREN IN YOUR FAMILY PLANNING

You are cordially invited to join Ned & Jeff in thoughtful discussion about this important aspect of retirement planning.

McDonald and Barry Logo

on

Thursday, July 11, 2019 from 4:00-5:30 pm

Raymond James Crystal River Office
2101 SE Highway 19, Crystal river, FL  34429

Hosted by Raymond James and MBRAM:

Jeff McDonald
Vice President, Investments

Ned Barry
Financial Advisor


Topics include how & when to include adult children in:

* Your Consent to Contact
* Your Intergenerational Investment Management
* Your Gifting to Children, Grandchildren & Favorite Social Institutions
* Your Living Trust
* Power of Attorney
* Your Assisted Living & Long Term Care Planning
* Your Health Care Power of Attorney
* Advance Health Care Directive/ Your Living Will
* Your Do Not Resuscitate Order
* Your Wealth Transfer

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

Raymond James and its advisors do not offer legal advice.
You should discuss any legal matters with the appropriate professional.

****************************

 

WHEN & HOW TO INCLUDE YOUR ADULT CHILDREN IN YOUR FAMILY PLANNING

You are cordially invited to join Ned & Jeff in thoughtful discussion about this important aspect of retirement planning.

McDonald and Barry Logo

on

Wednesday, November 20, 2019 from 10:00-11:30 am

Grand Living
850 Norvell Bryant Highway, Hernando, FL  34442

Hosted by Grand Living and
McDonald & Barry Retiree Asset Management of Raymond James:

Jeff McDonald
Vice President, Investments

Ned Barry
Financial Advisor


Topics include how & when to include adult children in:

* Your Consent to Contact
* Your Intergenerational Investment Management
* Your Gifting to Children, Grandchildren & Favorite Social Institutions
* Your Living Trust
* Power of Attorney
* Your Assisted Living & Long Term Care Planning
* Your Health Care Power of Attorney
* Advance Health Care Directive/ Your Living Will
* Your Do Not Resuscitate Order
* Your Wealth Transfer

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

Raymond James and its advisors do not offer legal advice.
You should discuss any legal matters with the appropriate professional.

******************************