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Lanai Financial Solutions

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Events

Women and Investing

Women and Investing
Tuesday, February 13th, 2018
Noon-2:00pm

An afternoon of education from Ann Elliot from Janus Funds and Matt Cost from Franklin Templeton. We will be discussing women and investing and offering some practical ideas on how to approach financial security.

For further information call 831-476-7300

A smarter way to invest for college

A Smarter Way to Invest for College
Thursday November 29, 2018
4:30pm–6:30pm

Please join us for an evening of education from John Concepcion, Regional Vice President at Franklin Templeton. We will be discussing how to save for education for the ones you love.

For further information, please call 831-476-7300
RSVP by November 15th

Join Us for a Concert

Client Appreciation Event
Wednesday, August 15th
6:00pm-8:00pm

Please join us in the VIP section for an evening of client appreciation in Esplanade Park, Capitola featuring music by THE HOUSEROCKERS. Bring a chair and your favorite beverage. We will provide the rest.

RSVP by phone by July 27th, please call 831-476-7300

To Schedule an Appointment

Call (831) 476-7300 or

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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.


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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lanai Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.


1066 41st Ave Suite A101, Capitola, CA 95010 · tel: (831) 476-7300

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