GET YOUR PIECE OF THE FINANCIAL PIE

Monthly Investment Workshops
Sponsored by
James D. Hitchcock
Senior Vice President, Investments

Seating will be limited, and lunch/dinner will be provided. RSVP by calling Erin Mary at 949-734-2250.

Where:
Polly’s Pies Restaurant
23701 Moulton Parkway | Laguna Hills, CA 92653


Date Day Time Subject
January 18, 2017 Wednesday 2:30 to 5:00 p.m. Identity Theft & Online Security
February 15, 2017 Wednesday 2:30 to 5:00 p.m. Healthcare: The Retirement Wild Card
March 15, 2017 Wednesday 2:30 to 5:00 p.m. Investment Portfolio Construction Process
April 12, 2017 Wednesday 2:30 to 5:00 p.m. Raymond James – Fixed Income Capital Markets
May 17, 2017 Wednesday 2:30 to 5:00 p.m. Maintaining Control in Estate Planning
June 14, 2017 Wednesday 2:30 to 5:00 p.m. Maximizing Your Social Security Retirement Benefits
July 12, 2017 Wednesday 2:30 to 5:00 p.m. 12 Financial Resolutions
August 16, 2017 Wednesday 2:30 to 5:00 p.m. Raymond James Trust
September 13, 2017 Wednesday 2:30 to 5:00 p.m. Charitable Giving
October 18, 2017 Wednesday 2:30 to 5:00 p.m. Client Solutions Overview
November 15, 2017 Wednesday 2:30 to 5:00 p.m. Factors to Consider When Selecting a Trustee
December 13, 2017 Wednesday 2:30 to 5:00 p.m. The Great Wealth Transfer
 

Specific-sector investing, such as real estate, can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments. Also investing in an individual sector involves limited diversification and may not be appropriate for every investor. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. Past performance may not be indicative of future results. Investing involves risk, and investors may incur a profit or a loss. Diversification does not ensure a profit or protect against a loss.