Presented by
Kenneth A. Whittaker
CPA/PFS, CFP^(R), CLU/ChFC
Branch Manager, RJFS

Dave Wilson
TransAmerica Capital Management

How do you find an appropriate asset mix?  Retirement presents new challenges for investors as their goals move from accumulation to distribution of their wealth.  Attendees will learn how retirement can be managed by an intelligent combination of funds, stocks and bonds, and insurance products.

This seminar is sponsored by
Whittaker Cooper Financial Group, an independent firm.
Securities offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC