Options for Your Retirement Savings Account When you Retire, Change Jobs, or Change Retirement Plans
Cordially invites you to an Educational Presentation
“Options for Your Retirement Savings Account When you Retire, Change Jobs,
or Change Retirement Plans”
Tax Planning and Investment Strategies for Lump Sum Distributions, 401-k, 403-b, IRA and Pension Plans
Tuesday, November 13, 2018
Complimentary Dinner Served at 6:15 PM
Ciao Amici’s Italian Ristorante
217 W. Main Street, Brighton, MI 48116
Please RSVP to Samara Batres @ 248- 539-5126 by Thursday, November 8th, 2018.
Due to limited seating, please disregard this invitation if you are a client of Raymond James.
Presenters:
Anthony Agosta, CFP®, CRPC®
First Vice President, Investments
Joshua Slusarczyk
Financial Advisor
Sponsors:
Matt Rifkin
Regional Vice President
Global Atlantic Financial Co.
31500 Northwestern Hwy., Ste. 150
Farmington Hills, MI 48334
sam.batres@raymondjames.com
Raymond James is not affiliated with the listed sponsors.
Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC
Date and Time
Tuesday Nov 13, 2018
6:15 PM - 8:00 PM EST
Tuesday, November 13, 2018 @ 6:15pm
Location
Ciao Amici's Italian Ristorante
217 W. Main Street Brighton, MI 48116
Contact Information
Please Call Sam Batres to 248-539-5126
Send Email