Owning Your Finances Workshop Series

Brought to you by:

KATHLEEN BARLOW

Financial Advisor

at Raymond James & Associates

 

 

Date

Day

Time

Subject

 

January 10, 2017

 

Tuesday

 

6 to 8 p.m. @ Assemble

Your  Relationship with Money

 

February 28, 2017

 

Tuesday

 

6 to 8 p.m. @ Assemble

Maximizing Social Security in Retirement

 

March 22, 2017

 

Wednesday

 

6 to 8 p.m. @ Assemble

 

The Functionality of a Family Trust

 

*April 6, 2017

 

Thursday

 

6 to 8 p.m. @ TBD

Divorce: The New, Financially Independent You

 

May 4, 2017

 

Thursday

 

6 to 8 p.m. @ Assemble

 

Your  Relationship with Money

 

May 23, 2017

 

Tuesday

 

6 to 8 p.m. @ Assemble

 

Investing 101

 

September 5, 2017

 

Tuesday

 

6 to 8 p.m. @ Assemble

 

College Savings: 529 vs. UTMA

 

September 28, 2017

 

Thursday

 

6 to 8 p.m. @ Assemble

Medicare vs. Medicaid: What Are You Entitled To?

 

*October  12, 2017

 

Thursday

 

6 to 8 p.m. @ TBD

Divorce: The New, Financially Independent You

 

November  9, 2017

 

Thursday

 

6 to 8 p.m. @ Assemble

 

The Functionality of a Family Trust

 

 

All but two events will be held from 6 to 8 p.m. at Assemble: 1389 Center Drive, Suite 200  //  Park City, UT

*Locations for the other two events are to be determined.

 

RSVP for workshops by contacting: Morgan Irvin at 385.275.3606 or morgan.irvin@raymondjames.com