Tax Efficient Investing
**Events may have been canceled or postponed. Please contact the venue to confirm the event.
Date & Time
Tue, Jun 10 5:00 PM - 7:00 PM
Address (map)
1216 State Street, Suite 500 Santa Barbara
Venue (website)
Granada Building
Pearlman Wealth Management of Raymond James is excited to invite you to an exclusive event on June 10th from 5-7 PM. Join us on the 5th floor of the Granada Building for insightful presentations from two renowned asset managers, Natixis and Lord Abbett as they discuss tax-efficient investment strategies.
The event will take place on the 5th floor of the Granada Building at the Raymond James office. Enjoy a selection of beer, wine, and delicious appetizers from Shalhoob.
This event is open to attendees with $1,000,000+ in investable assets. Please RSVP to paxson.russell@raymondjames.com or call 805.730.3371 by June 1st.
Pearlman Wealth Management of Raymond James
1216 State Street
Suite 500
Santa Barbara, CA 93101
Raymond James & Associates, Inc., member New York Stock Exchange / SIPC
Raymond James is not affiliated with nor endorses the opinions or services of Natixis or Lord Abbett. Investing involves risk and investors may incur a profit or a loss regardless of strategy selected.
