Seminars and Client Events
The Retirement Income Solution:
Helping to Create Certainty in an Uncertain World
Join Adam Meinrod, CFP®, Sr. Vice President, Investments, and Chris Leeper, CFP®, Sr. Vice President, Investments
for an educational evening to learn proven strategies to potentially help you maximize
your retirement income, reduce your financial risk and enjoy peace of mind!
- The World Has Changed the past 20 Years: Has your investment strategy?
- Retirement: Do I have enough Money? How do I know?
- Retirement Income Strategies to Weather Volatile Markets
- 3 Key Components for a Successful Retirement Plan.
- Why Now is the Perfect Time to Evaluate Your Accounts to See if They Are Positioned Correctly
for these Financial Times
Is Your Current Financial Advisor Protecting You In These Turbulent Times?
A Second Opinion May Help Save Your Financial Lifestyle.
Seating is limited! Contact Paula at 904-858-4097 for additional information and to make your reservations.
Ruth’s Chris Steak House
1201 Riverplace Blvd., Jacksonville, FL
Dinners
6:00 PM: Registration and Reception
6:30 PM: Dinner and Presentation
Choose one of the following dates that fit your schedule:
Tuesday, January 31, 2012
Wednesday, February 8
Tuesday, February 21
Thursday, February 23
Tuesday, February 28
OR
Lunches
11:30 AM: Registration
11:45 AM: Lunch and Presentation
Choose one of the following dates that fit your schedule:
Wednesday, February 1
Wednesday, February 29
Seating is limited! Contact Paula at 904-858-4097 for additional information and to make your reservations.
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