Paul Myers and Special Guest Jeff East Present...
Planning Your Law Firm’s Wealth Management & Retirement
Paul Myers, CEO of Chairman of Advocate Capital, Inc. will be joined by Jeff East, senior vice president with Pinnacle Asset Management division of Pinnacle Bank, a Tennessee Bank.
Join us in an educational conversation about Planning Your Law Firm’s Wealth Management & Retirement. Learn about ways of managing your firm's wealth and how to plan for the future of your firm and for yourself with the four phases of retirement: Honeymoon, Big Decision, Navigating Longevity, and Solo Journey.
Jeff East is a senior vice president with Pinnacle Asset Management division of Pinnacle Bank, a Tennessee Bank, and offers securities as a financial advisor through Raymond James Financial Services, Inc., member of FINRA/SIPC.
East has worked in the investment services industry since 2007 and provides discretionary investment management tailored to the individual needs of his clients. He considers tax advantages in his work with both individuals and businesses. East came to Pinnacle from Regions Investment Solutions, a division of Regions Bank, where he was a financial consultant. Previously he was an investment management consultant for Raymond James & Associates (Morgan Keegan & Company).
Wednesday, June 21st @ 2:00PM CST
- 12:00 PM - 1:00 PM Pacific (Los Angeles)
- 1:00 PM - 2:00 PM Mountain (Arizona)
- 2:00 PM - 3:00 PM Central (Chicago)
- 3:00 PM - 4:00 PM Eastern (New York)
WE'LL COVER:
- Best Practices for Coordinating Finances
- Preparing Your Firm's Future After Retirement
- The Four Phases of Retirement
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Raymond James is not affiliated with Advocate Capital, Inc. You should discuss any tax or legal
matters with the appropriate professional. Securities offered through Raymond James Financial
Services, Inc. Member FINRA/SIPC and are:
· Not deposits or obligations of the bank
· Not insured by bank insurance, the FDIC or any other government agency
· Not guaranteed by Pinnacle Bank
· Subject to risk, may lose value
Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered
broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
© 2023 | Advocate Capital, Inc.