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Marcum Financial Services
Event

 

WEBINAR | Quarterly Economic Update Conference Call

:

November 6, 2014 | 4:30 PM EST

Marcum Financial Services is pleased to invite all interested investors, professionals and prospects to participate in our 2014 quarterly economic update conference call. Steven Brett, President, Marcum Financial Services, Gerald Shantzer, Executive Vice President, Marcum Financial Services and Ronald Finkelstein, Partner, Tax & Business, Marcum LLP will discuss key economic indicators/results for the previous quarter as well as discuss the outlook for the balance of the year.

TOPICS

  • Economic and market update
  • Tax advantages, strategies and planning around charitable giving and the tools available such as foundations and donor advised funds
  • Implementing the strategies within and overall financial plan utilizing donor advised funds
SPEAKERS
Steven D. Brett
Steven D. Brett
President - Marcum Financial Services LLC
Branch Manager - Raymond James
Financial Services

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Steven D. Brett
Gerald A. Shantzer
Executive Vice President
Marcum Financial Services LLC
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David First
Ronald Finkelstein
Partner - Tax & Business Services
Marcum LLP

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ABOUT RAYMOND JAMES

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Practice

Marcum Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.

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