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You're Invited...
Raymond James and Associates Naperville Branch offers a wide variety of learning opportunities for clients and community members throughout the year. Seminars, workshops, webinars and e-learning are led by the staff at our Naperville Office as well as our colleagues within the financial services industry. Every six months, our seminars and workshops are planned with the current financial environment in mind.
We are pleased to be offering nine Lunch and Learn Workshops through the end of this year. Please check our calendar for a listing of events and be sure to call 630-579-3800 to reserve your seat. We look forward to seeing you.
October 2009
21st and 22nd
Roth IRA Conversion Could Mean
Tax-Free Retirement Income
November 2009
4th and 5th
Roth IRA Conversion Could Mean
Tax-Free Retirement Income
18th
Identity Theft: How to Protect
Yourself
December 2009
2nd
Long Term Care with David Veach,
Capitas Financial of Illinois*
9th
Education Planning: Investing in a
Child’s Future
16th
The Impact of Inflation
ALL WORKSHOPS ARE FROM
12:00pm-1:00pm UNLESS OTHERWISE
NOTED
*Raymond James & Associates and
Capitas Financial of Illinois are
not affiliated.
FREE Estate Planning Workshop
“The Ten Most Common Mistakes in Estate Planning.”
Courtesy of Brennan & Brosnan L.L.C. and New York Life.
You are invited to attend our upcoming complimentary Estate Planning Seminar. Most Americans make significant mistakes in their wealth transfer plans. This presentation will help uncover those mistakes and provide information on typical solutions.
Light refreshments will be provided.
Please feel free to bring a friend, business partner or colleague.
When:
Thursday October 29th 2009
Session 1: 4:00 - 5:30 pm -or-
Session 2: 8:30 pm
Where:
Naperville Chamber of Commerce
Main Street Promenade, Suite 375
55 South Main Street, Downtown Naperville
RSVP:
Brennan & Brosnan L.L.C. by October 22nd
(630) 577-9074 or
beckie@brbrcpa.com
Please indicate if you will be attending session 1 or session 2.
Hursthouse Landscape Architects &
Contractors
By taking the time to understand what’s most important to each client, Hursthouse is able to create extraordinary outdoor environments that both reflect and enhance people’s lives.
Robert Hursthouse
751 N. Bolingbrook Dr. Suite 21
Bolingbrook, IL 60440
Phone: (630) 759-3500
Fax: (630) 759-3809
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