Our ‘Planning Your Law Firm’s Wealth Management & Retirement’ webinar with Jeff East, previously scheduled for today, June 21, 2023, will be rescheduled for a later date. Stay tuned for more details.
We are excited to announce our upcoming webinar, ‘Planning Your Law Firm’s Wealth Management & Retirement’ with Paul B. Myers, CEO and Chairman of Advocate Capital, Inc., and 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.
To register for our rescheduled webinar, click here: https://www.advocatecapital.com/lead-pages/webinar-b-may-2023-planning-your-law-firm-s-wealth-management-and-retirement/
It’s OK if you register but are unable to attend. You’ll get an email with a video recording of the webinar when it’s complete so that you can view it later.
