Broker Check
  • 135 Perry Avenue
  • Fort Walton Beach, FL 32548
  • (850) 244-5151 ext. 1124

Advice for Life

Events

Outlook 2016: Embrace the Routine

February 4, 2016 12:00p - 1:30p Central Standard Time

First City Bank

As a valued customer, I would like to invite you and a guest for lunch on us. During lunch, I will share a comprehensive perspective on the markets and the economy - and the many factors that will influence them in the year ahead.

 

Wise Women Know More

February 25, 2016 12:00p - 1:30p Central Standard Time

First City Bank

Dear Friend, I would like to cordially invite you and a friend to have lunch on us. During lunch, I will discuss with you the seven strategies that will move you towards financial confidence and independence.

 

Retirement Planning Today® 2 Day Course

March 29, 2016 - April 5, 2016 6:30p - 6:30p Central Standard Time

Northwest Florida State College

Learn how to: • Determine the amount of money you need to retire • Create your own goals for a “successful retirement” • Eliminate debt and improve cash flow • Properly convert your IRA to a Roth IRA • Select the retirement plan distribution choice that is right for you • Plan your retirement income to preserve a comfortable standard of living • Transfer the risk of potential financial losses before or during retirement • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

 

Retirement Planning Today® 2 Day Course

April 2 - April 9, 2016 9:00a - 9:00a Central Standard Time

Northwest Florida State College

Learn how to: • Determine the amount of money you need to retire • Create your own goals for a “successful retirement” • Eliminate debt and improve cash flow • Properly convert your IRA to a Roth IRA • Select the retirement plan distribution choice that is right for you • Plan your retirement income to preserve a comfortable standard of living • Transfer the risk of potential financial losses before or during retirement • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

 

Mid-Year Outlook 2016

August 4, 2016 12:00p - 1:30p Central Standard Time

First City Bank - Front Conference Room

LPL Financial Research "Mid-Year Outlook 2016: A Vote of Confidence" will provide you with the guidance and investment insights to support you throughout the rest of the year.

 

6th Annual Gumbo Throwdown

October 27, 2016 5:30p - 7:30p Central Standard Time

First City Bank Main Office

We're looking forward to another great Gumbo Throwdown!

 

Outlook 2017: Gauging Market Milestones

January 26, 2017 5:30p - 6:30p Central Standard Time

First City Bank - Main Office

As a valued customer, I would like to invite you and a guest for lunch on us. During lunch, I will share a comprehensive perspective on the markets and the economy -- and the many factors that will influence them in the year ahead.

 

Retirement Planning Today® Course (1/2)

January 28, 2017 9:00a - 12:00p Central Standard Time

Northwest Florida State College, Niceville Campus

Please contact Denise Dumas at (850) 244-5151 Ext. 1126 or [email protected] for more information and course enrollment. Seating is limited and there is an advanced registration fee of $49.00 per household.

 

Retirement Planning Today® Course (2/2)

January 31, 2017 6:30p - 9:30p Central Standard Time

Northwest Florida State College - Niceville Campus

Please contact Denise Dumas at (850) 244-5151 Ext. 1126 or [email protected] for more information and course enrollment. Seating is limited and there is an advanced registration fee of $49.00 per household.

 

Retirement Planning Today® Course (1/2)

February 4, 2017 9:00a - 12:00p Central Standard Time

Northwest Florida State College - Niceville Campus

Please contact Denise Dumas at (850) 244-5151 Ext. 1126 or [email protected] for more information and course enrollment. Seating is limited and there is an advanced registration fee of $49.00 per household.

 

Retirement Planning Today® Course (2/2)

February 7, 2017 6:30p - 9:30p Central Standard Time

Northwest Florida State College - Niceville Campus

Please contact Denise Dumas at (850) 244-5151 Ext. 1126 or [email protected] for more information and course enrollment. Seating is limited and there is an advanced registration fee of $49.00 per household.

 

BBQ & Brew Summer Celebration

June 23, 2017 5:30p - 8:00p Central Standard Time

First City Bank

Come join us as we kick off the summer with BBQ & brews!

 

College Planning Essentials

June 29, 2017 12:00p - 1:30p Central Standard Time

First City Bank - Main Office

I would like to cordially invite you and a guest to have lunch on us. During lunch, Mark Dutram, CPWA®, CFP®, will discuss with you the following: •Why planning for college is more important than ever before •What account types are available for college savings •What to expect from financial aid •How a tax-advantaged 529 plan may help you accumulate more for college while reducing potential estate, gift and income taxes (certain conditions may apply) •Issues with acquiring and satisfying student loans

 

Midyear Outlook 2017

July 13, 2017 5:30p - 7:00p Central Standard Time

First City Bank of Florida

Midyear Outlook 2017: A Shift In Market Control A comprehensive perspective on the markets and the economy - and the many factors that will influence them in the year ahead.

 

7th Annual Gumbo Throwdown

October 26, 2017 5:30p - 7:30p Central Standard Time

First City Bank of Florida

Mark your calendars for another exciting year of gumbo, beignets, music and fun!

 

Market Outlook 2018

January 19, 2018 12:00p - 1:00p Central Standard Time

First City Bank Main Office

Mark Dutram, CPWA®, CFP® presents the LPL Research Outlook 2018: Return of the Business Cycle, with insightful commentary and economic and market guidance for 2018. Please join us for a comprehensive presentation on the markets and the economy – and the opportunities and challenges that may lie ahead.

 

Midyear Outlook 2018: The Plot Thickens

July 26, 2018 11:30a - 1:00p Central Standard Time

First City Bank

The LPL Research Midyear Outlook 2018: The Plot Thickens presents guidance on how the return of the business cycle may unfold during the remainder of 2018 and beyond, along with the investment insights to help investors navigate the twists and turns.

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