Keiron Presents

Around the Corner: Planning for Imminent Retirement

Join Us for Dinner at Ruth's Chris Steakhouse

We'll discuss the issues facing folks who are nearing retirement, including a Q&A about Savvy Social Security Planning, whether or not you'll need a will or trust, estate planning, and much more.

Details

Tuesday, April 8th, 6pm

7501 W Sand Lake Rd, Orlando, FL, United States

RSVP:
Respond to this email.
Call Caitlin Clark at 407-648-1881
email Caitlin.Clark@RaymonJames.com

Or

Thursday, April 10th, 6pm

610 N Orlando Ave, Winter Park, FL, United States

RSVP:
Respond to this email.
Call Caitlin Clark at 407-648-1881
email: Caitlin.Clark@RaymondJames.com
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Hosts

Also

Matt Tavrides, P.A. will talk about will, trusts, and estate planning.*

*The advice and services of Matthew Tavrides are independent of Raymond James Financial.
Sponsored by DWS Investments, First Trust, Investco, Lord Abbett, and Pioneer.
Securities offered through Raymond James Financial Services, Inc.
Member FINRA/SIPC