About this Event
Financial Literacy: Retirement planning, charitable giving, and investment planning
Join this informational seminar at Saint John the Baptist Catholic Church for event on financial literacy. Complimentary food and drinks will be provided. Some topics we'll be covering include:
- Charitable giving strategies
- Saving for a child's education with 529's
- Investing for retirement with IRA's
- Effective tax planning and tax reduction strategies
- Estate planning considerations
Whether you're just starting to think about your financial future or looking to fine-tune your existing plans this event is for you.
Visit dewaneis.com to learn more about Dewane Investment Strategies.
*Raymond James and its advisors to not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Securities offered through Raymond James Financial Services Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. Dewane Investment Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.
Event Venue & Nearby Stays
Saint John the Baptist Catholic Church, 1015 Baker Street, Costa Mesa, United States
USD 0.00