June Seminar

You are cordially invited to a complimentary seminar on “Selecting the Right College for your Financial Future – A Guide to Realistically Affording Your Education” on Saturday, June 24th 2017 from 10:00 – 11:30 a.m. at our Dallas office (14180 Dallas Parkway Dallas, 75254 in the 1st floor conference room).


When you purchase a stock, bond, or another asset, you look at the potential for a return on that investment. A college education is no exception. Our June seminar is targeted for parents and students who are looking for ways to get into the school of their choice, fund their education, and plan for that future, post-college job. We will cover:

  • Finding the right college fit
  • Your college selection factors
  • What universities look for in candidates
  • Importance / differences between the ACT and SAT
  • The impact of cost: NOW (college) and LATER (retirement)
  • Available funding options

Join host Jeff Kort, MBA, Financial Advisor for this informative presentation.

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

Please RSVP or call us at 972-692-0909 to reserve a place for you 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.