Coming Events


IFS conducts workshops on a regular basis, covering four areas key to retired and soon-to-be-retired individuals:

  • Asset Protection
  • Performance
  • Tax Reduction
  • Estate Planning

 

A complimentary lunch is served at the conclusion of each workshop. The schedule for the next few months is as follows:
 
 
 
 
Wednesday, September 22, 2010 Hyde Park Steakhouse       4:30 p.m.
Wednesday, September 29, 2010  Ritz-Carlton Sarasota      11:00 a.m.
Tuesday, October 5, 2010 Ritz-Carlton Sarasota      10:30 a.m.
Thursday, October 7, 2010 Ritz-Carlton Sarasota      10:30 a.m.
Tuesday, October 12, 2010 Hyde Park Steakhouse        4:30 p.m.
Thursday, October 14, 2010  Ritz-Carlton Sarasota      11:00 a.m.
Tuesday, November 2, 2010 Ritz-Carlton Sarasota      10:30 a.m.
Thursday, November 4, 2010  Ritz-Carlton Sarasota      10:30 a.m.


If you would like to attend one of the above workshops please call us at (941) 907-8888 or email us by clicking this link to Contact Us.
 
Representatives of the Securities America companies do not offer tax or legal advice. Please consult a tax or legal professional in your state concerning your specific situation. 
 
Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory firm. Investment Financial Services, Inc. and the Securities America companies are not affiliated.

 

                                                                


©2010 Investment Financial Services, Inc. All rights reserved.