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october 2022

20oct4:00 pmSustainable Seniors – 10.20 Event

Event Details

Hear from our panel of local financial experts about how you can grow and protect your investments.

A new year is right around the corner, and with it come changes in the tax codes. What should you expect of your retirement benefits next year? What year-end tax strategies should be considered?

From required minimum distributions (and when to take them) and Roth conversions to estate planning and which account types are best for certain heirs, we’re covering it all so you’re prepared for 2023.

Join us to learn how to jump-start your tax and investment planning strategies in this current market.

Greg Smith, CFP®
Financial Advisor
Raymond James Financial Services*

Michael Solomon
Lead Accountant, CEO
Accounting Personalized

Thursday, October 20 | 4 p.m.

The Village at Gainesville
Seating is limited. Please RSVP by Tuesday, October 18.


*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James is not affiliated with and does not endorse the opinions or services of the people or entities above.


(Thursday) 4:00 pm


The Village at Gainesville

8000 NW 27th Boulevard | Gainesville, FL 32606