We invite you to join our webinar tomorrow featuring CERTIFIED FINANCIAL PLANNER™ Professional Jeff East, a member of the Advocate Capital, Inc. wealth management team.
Mr. East serves as a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC. Mr. East began his career in investment management in 2008 and joined Pinnacle Asset Management in 2016.
Mike Swanson will talk with Jeff East about planning for retirement. Mr. East and Mr. Swanson will explain the four phases of retirement: Honeymoon, Big Decision, Navigating Longevity, and Solo Journey. They will discuss what a good savings rate is, how much you can withdraw in retirement, and what changes you can make. Jeff will also cover what a SEP IRA is, what its benefits are, and discuss whether it's the right fit for trial lawyers.
- 11:00AM – 12:00PM Pacific (Los Angeles)
- 12:00 PM-1:00PM Mountain (Arizona)
- 1:00PM – 2:00PM Central (Chicago)
- 2:00PM – 3:00PM Eastern (New York)
Space is limited, so register for the January 28th webinar now: https://www.advocatecapital.com/webinar-january-2020-b
It’s ok if you register but are unable to attend. You’ll get an email to a video recording of the webinar when it’s complete so that you can view it later.
Raymond James is not affiliated with Advocate Capital, Inc. You should discuss any tax or legal
matters with the appropriate professional. Securities offered through Raymond James Financial
Services, Inc. Member FINRA/SIPC and are:
- Not deposits or obligations of the bank
- Not insured by bank insurance, the FDIC or any other government agency
- Not guaranteed by Pinnacle Bank
- Subject to risk, may lose value
Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered
broker/dealers and are independent of Raymond James Financial Services. Investment advisory services
offered through Raymond James Financial Services Advisors, Inc.