Client Insights Webinar – Planning for the Administration of Your Estate with Damian McGrath, AVP, Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James, and Paula Lester, AVP, Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James.
Disclaimer:
This newsletter has been prepared by Brook Wagman Private Wealth, and expresses the opinions of the author and not necessarily those of Raymond James Investment Counsel Ltd. (RJIC). Statistics, factual data and other information are from sources RJIC believes to be reliable, but their accuracy cannot be guaranteed. This newsletter is furnished on the basis and understanding that RJIC is to be under no liability whatsoever in respect thereof. It is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. RJIC and its officers, directors, employees and their families may from time to time invest in the securities discussed in this newsletter. This newsletter provides links to other Internet sites for the convenience of users. Raymond James Investment Counsel Ltd. is not responsible for the availability or content of these external sites, nor does Raymond James Investment Counsel Ltd. endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy which Raymond James Investment Counsel Ltd. adheres. Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds and the use of an asset allocation service. Please read the prospectus of the mutual funds in which investment may be made under the asset allocation service before investing. Mutual funds and other securities are not insured nor guaranteed; their values change frequently and past performance may not be repeated. Raymond James portfolio managers are not tax advisors, and we recommend that clients seek independent advice from a professional advisor on tax-related matters. This newsletter is intended for distribution only in those jurisdictions where RJIC is registered as a portfolio manager. Any distribution or dissemination of this newsletter in any other jurisdiction is strictly prohibited. Securities-related products and services are offered through Raymond James Investment Counsel Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd.
