July Seminar

You and your teens are cordially invited to a complimentary workshop “Personal Finance for Teens – Things Your Kids Should Know Before Leaving for College” on Saturday, July 29th 2017 from 10:00 – 11:30 a.m. at our Dallas office (14180 Dallas Parkway Dallas, 75254 in the 1st floor conference room).


Up to 60 % of American students don’t have adequate financial knowledge to be successful later in life.¹ We want to help.

Bring your teens and college-bound students to a complimentary workshop and learn

  • How to manage a checking account & credit card
  • Understand college finances like healthcare, financial aid, transportation and related costs
  • Identify the spending traps in your budget

Ensure students and their parents are on the same page. During this 90 minute workshop, students will increase their confidence and parents will be reassured that students know what they need to do.

Join host Jeff Kort, MBA, Financial Advisor for this informative and interactive workshop.

The presentation is complimentary and open to all, but seats are limited. Snacks and drinks will be provided.

Please RSVP using the form to the right or call us at 972-692-0909 to reserve a place for you, your teens and any guest you believe may benefit from this presentation.

We look forward to seeing you there.


Raymond James does not provide legal services.

Please complete the following form to reserve your spot. Upon completion, you will get a confirmation from someone on our team.