Jullie & Associates Financial Professionals Provided Free Advice and Information to South Floridians at Miami Financial Planning Day

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Jullie & Associates to Host Free Financial Planning Seminars in October

Jullie & Associates, P.A.

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 October, Jullie & Associates will also conduct a series of free retirement planning workshops for all South Floridians. The workshops will focus on the importance of teaching attendees how to manage their retirement plans and help to provide a healthy retirement package. The workshop seminars are scheduled for November 16-18 in Dadeland, Homestead and Miami Lakes. Contact Jullie & Associates at (305) 667-1990 Extension 300 for details and locations.

“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’ Florida Retirement System Specialist 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 seminars 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.

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.


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