JEFF SAUT
Raymond James Chief Investment Strategist

Back by popular demand! Move into Spring by joining Ned & Jeff for a late afternoon gathering with Jeff.

 
McDonald and Barry Logo
 

on

Thursday, March 29, 2018 at 3:00-5:00 pm

Citrus County Lecanto Campus, College of Central Florida (Conference Center)

3800 South Lecanto Highway, Lecanto, FL  34461

Jeff will:

Share timely market commentary

&

Investment strategies for the years ahead

For reservations 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, April 26, 2018 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 Power of Attorney
  • Your Health Care Power of Attorney
  • Your Living Will/Advance Health Care Directive
  • Your Do Not resuscitate Order
  • Your Living Trust
  • Your Assisted Living & Long Term Care Planning
  • Your Intergenerational Investment Management
  • Your Wealth Transfer
  • Your Gifting to Children, Grandchildren & Favorite Social Institutions

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