Jeff and Ned offer a monthly, year-long educational series that provides up-to-date and in-depth information about topics of interest to retirees. You are invited to attend one, or all, of these programs. Just contact Jeff or Ned to reserve your seat. You are also encouraged to invite any friend who would also find this information interesting and useful.
An Educational Opportunity On The Last Thursday Of Each Month
January
Outlook for the Financial Markets in the Year Ahead
February
Establishing a Retirement Plan to Save Taxes This Year & the Year Ahead
March
Bond Investing to Enhance Retirement Income
April
Professional Money Managers – How to Find and Effectively Utilize Them
May
Withdrawing Income From Your Retirement Nest Egg
June
Long-Term Care – A Checklist of What to Look For
July
Life Insurance – New Uses in Retirement for Your Old Policies
August
Living Wills – What They Can and Can Not Do For You
September
Borrowing – What Debt Makes Sense in Retirement
October
IRA/401(k) Distributions – What’s Appropriate For You, For Your Spouse and For Your Children/Grandchildren
November
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
December
Planning for the Special Needs of a Spouse/Adult Child/Grandchild
When it is appropriate to do so "guest" professionals will be invited to be co-presenters
Date: The last Thursday of each month.
Time: 4:00 - 5:00 p.m.
Location: Raymond James & Associates Office, 2101 SE Highway 19, Crystal River, FL 34429.
Hosts: Ned Barry and Jeff McDonald, financial advisors.
RSVP: Simply click on Contact at the top of this Web page to let us know you would like to attend.
