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GATEWAY PRIVATE | WEALTH
cordially invites you and a guest to a private reception. Meet our expanded Wealth Team & enjoy commentary from Eaton Vance Investment Managers regarding...

POLITICS & TAXES 2010
HOSTED BY:
RICK ZIMMERMAN
GATEWAY BANK SVP & RJFS WEALTH ADVISOR

DONALD JANKOWSKI, CFP®
GATEWAY BANK VP & RJFS WEALTH ADVISOR

THURSDAY, SEPTEMBER 23, 2010
MICHAEL’S ON EAST
1212 EAST AVE., SARASOTA FL

COCKTAILS & APPETIZERS BEGIN 5:30 PM
PRESENTATION & DISCUSSION 5:45 PM

SPONSORED BY:
JOSEPH HERNANDEZ,
EATON VANCE INVESTMENT MANAGERS


PLEASE RSVP BY SEPTEMBER 20TH TO JEFF HENSON
941/306‐0121 • JHENSON@GATEWAYBANKSWFL.COM

Eaton Vance Investment Managers have created an update providing an overview of Washington and the current political environment, prospective legislation, and strategies for investment and retirement planning. The 2010 program will also provide
an analysis of the legislation that has emerged from Congress and what we might expect from Congress for the rest of this year. Topics include:

  • Future Direction of Tax Rates
  • Retirement Planning
  • The Fiscal Situation
  • Estate Tax Reform
  • Entitlements
  • Health Care Reform
  • Additional Stimulus Measures
  • Climate Change Legislation

Meet your GatewayBank Private ׀ Wealth Team:
Rick Zimmerman, Donald Jankowski, Michael Feduccia, Vince Forte, Jane Countryman, Jeff Henson and our most recent addition, Renee Brady.

Through our relationship with Raymond James Financial Services, Inc., our professionals offer a wide range of investment products including: wealth management, financial planning, brokerage services, investment advisory services, retirement & estate planning, trust services and insurance.



1100 S. Tamiami Trail • Sarasota, FL 34236

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank,
and are subject to risks, including the possible loss of principal. Gateway Bank, Gateway Private | Wealth, Eaton Vance Investment Managers, Jane Countryman and Renee Brady are independent of Raymond James.

 
There is no usage fee when you use your Gateway Bank debit card at any Presto ATM location!