We believe the company you keep can elevate your well-being. That is why we regularly host events that you and your loved ones are always welcome to attend. We would be delighted for you to join us.

RSVP today and we will gladly reserve a seat for you.

Our upcoming events include:

  • Topic: Savvy Social Security Planning: What Pre-Retirees Need to Know About Their Future Retirement Income
  • Time/Date: Wednesday May 24rd @ 6:00 PM Eastern Time (US and Canada
  • Cost: This is a free event held to the public
  • Host: Michael Carbone, CFA, CFP®

During the workshop, we’ll review:

  • Understanding the value of Social Security
  • Will Social Security always be there for you?
  • How much you can expect to receive?
  • How are benefits calculated?
  • Important considerations when deciding on your benefits
  • How to maximize your benefits
  • Social Security strategies

Eppolito Financial Strategies, LLC is not a registered broker/dealer, and independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Regarding Social Security issues, please make sure to talk with your S.S. representative. Media advice on S.S. is often incomplete, as the rules are very complicated and are subject to change.

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Speakers

Michael Carbone, CFA, CFP®

Financial Advisor, RJFS • Eppolito Financial Strategies, LLC // Raymond James

Michael a private financial advisor in Chelmsford, MA. He holds bachelor's and master's degrees in business and finance. Michael also holds two key professional credentials that help him serve the specific and complex needs of his clients. As a Chartered Financial Analyst®, ne holds one of the of the world's most respected and recognized investment credentials. As a Certified Financial PlannerTM professional, he also holds one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.

“Our focus on education is to ensure that our clients understand what’s going on.”
Michael Carbone, CFA, CFP®; Financial Advisor
Trusted Guidance

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Eppolito Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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