Jullie & Associates Offers Free Financial and Retirement Planning Workshops to South Floridians

Share Article

Jullie & Associates Financial Professionals also Provided Free Advice and Information at Miami Financial Planning Day Activities

Jullie & Associates is committed to educating the public on the importance of financial planning.

Financial professionals from across South Florida, including from Jullie & Associates, P.A., a South Miami-based financial services firm, participated in the Miami Financial Planning Day activities on Saturday, October 2, held at the James L. Knight Center. Attendees met one-on-one with financial planners to discuss personal finance questions, concerns and interests. The City of Miami and the Financial Planning Association of Miami-Dade hosted the event.

In November, Jullie & Associates will also conduct a series of free financial and retirement planning workshops for all South Floridians. The workshops will focus on the importance of teaching attendees how to manage their money and help to provide a healthy retirement package. The workshop seminars are scheduled for November 16-18 in Dadeland, Homestead and Miami Lakes.

“Jullie & Associates is committed to educating the public on the importance of financial planning,” said David M. Jullie, Vice Principal. “By reaching out to the community, we hope to see the people of South Florida enjoy the full benefits of well thought out financial plans.”

Similar to the Miami Financial Planning Day, Jullie & Associates’ financial professionals will be on-hand to help build plans including retirement funds, IRA, 401k, 403b, and lump-sum/drop assets. Participants of the retirement planning advice workshops will receive their choice of two free gifts simply for attending.

For more information and to reserve a spot, please call (305) 667-1990 Extension 300 or visit http://www.successfulplan.com/new/successfulplan/ to register.

This information is not approved or endorsed by the Florida Retirement System.

About Jullie & Associates, P.A.

Jullie & Associates, P.A. assists clients in developing an appropriate Investment Policy Statement based off their objectives and constraints and implementing, reviewing and amending said strategy as necessary. The organization takes pride in providing comprehensive Financial & Tax Services to families, individuals, and small businesses. Jullie & Associates has worked in the South Florida area since 1980, from the same location in South Miami, Florida.

Jullie & Associates, P.A. offers financial planning services through Transamerica Financial Advisors, Inc. (TFA) a Registered Investment Advisor. As a branch office of TFA; Jullie & Associates are not "Captive" agents, and have access to a wide array of products and services to help fulfill clients’ needs. TFA is headquartered in St. Petersburg, Florida and is an AEGON company.

For more information, please visit http://www.successfulplan.com.

Securities and investment advisory services offered through Transamerica Financial Advisors, Inc.(TFA) member FINRA & SIPC and registered investment advisor. Non-securities products and services are not offered through TFA. Jullie & Associates, P.A. is not affiliated with TFA. Neither TFA nor its representatives provide legal, tax or accounting advice. Persons who provide such advice, do so in a capacity other than as a registered representative of TFA.



Share article on social media or email:

View article via:

Pdf Print

Contact Author


Email >
Visit website