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