We’re grateful for the continual support of our clients and neighbors who have helped us achieve success. It’s our honor and privilege to return the favor as active members of our community. Here are some of the initiatives that are most important to us.
Need a speaker? We offer a variety of complimentary, educational programs of interest to retirees and nonprofit organizations. Topics include:
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:
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.
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.
Role and responsibilities of the Board, Investment Committee, and Staff in investing the short term and long term assets of the organization
Forming a Planned Giving Committee and operating a multi-stage planned giving program
Jeff participates in various volunteer projects for his community and church.
Professionally, Ned is an active Member and Past President (2012-2013) of the Estate Planning Council of Marion County, Florida.
Ned also is currently an enthusiastic Member and Chair of the Income Impact Committee of United Way of Citrus County which supports 20+ local human service organizations.Ned is also a long time Rotarian who currently is an active Member of the Rotary Club of Inverness, Florida and Rotary District 6950 Outbound Chair of Rotary Youth Exchange and District 6950 Youth Protection Officer.
Raymond James is not affiliated with the above organizations and/or charitable causes.