Authored By: Amanda Unterreiner
Mike recently hosted Jeff East, a certified financial planner through Raymond James and a member of the Advocate Capital, Inc. wealth management team, for a live webinar, 5 Things to Know About Planning for Retirement.
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.
In this webinar, Mr. East talks with Mr. Swanson about planning for retirement. He explains the four phases of retirement: Honeymoon, Big Decision, Navigating Longevity, and Solo Journey.
Mr. East and Mr. Swanson discuss what a good savings rate is, how much you can withdraw in retirement, and what changes you can make. Jeff also covers what a SEP IRA is, what its benefits are, and he discusses whether it’s the right fit for trial lawyers.
We would like to share this webinar with you. Watch the recording below to learn ways that you can plan for retirement from your law practice.
Mike welcomes your questions and comments. Visit here to send Mike an email.
Mike’s next webinar will be “Settlement ‘Tax Traps’ & Misconceptions for Plaintiff Law Firms” with special guest Jason D. Lazarus. Stay tuned for more details, or sign up here.
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.