Whom We Serve 4stepprocess six pillar process retirement planning Wealth Management Services wealth managemet resources about contact

Second Opinion

Are You On Track
To Achieve Your
Long-Term Goals?

A Second Opinion
Can Provide A Fresh,
Independent perspective

Complimentary
Reports

Discover Financial Strategies for Maintaining Your Lifestyle...
A System for Medical Professionals Entering a New Decade

What steps can you take to help ensure you will be able to afford your lifestyle in retirement and not outlive your money?

What can you do immediately to help ensure your financial strategy is suitable for you now that the economy is recovering?

What should medical professionals know about how to approach long-term financial decisions?

Two professionals are coming together on May 27, 2010, from 7 to 9 pm at Sullivan's Restaurant (5252 Corporate Blvd., Baton Rouge, Louisiana).

Leo Abel, President of Abel Financial Services, Inc. and a branch manager with Raymond James Financial Services, Inc. and Burke Patterson, Vice President of American Funds, will lead an interactive discussion for those concerned about making educated decisions when planning and investing for the long term.

In "Discover Financial Strategies for Maintaining Your Lifestyle -- A System for Medical Professionals Entering a new Decade," these two professionals will reveal to you how you may not be on track to attain your financial and retirement goals. In fact, most medical professionals need to update their financial and retirement plans and investments to reflect the new realities of today's environment.

At this educational, interactive dinner you will discover:

  • What you should consider about the new global investing climate,
  • Commonsense healthcare and longevity strategies, and
  • How to avoid common mistakes made in financial and retirement planning.

Make your reservation now as we are limited to 25. Call Pat or Michael at 408-4000 or email patricia.crawford@raymondjames.com



Investors should carefully consider the investment objectives, risks, charges and expenses of mutual funds and exchange-traded funds. The prospectus, if available from our office, should be read carefully before investing.