Carter & Carter Financial Speakers Bureau

At Carter & Carter Financial, we know that savvy, well-informed investors make better financial decisions. To this end, we proudly offer informative, no-cost financial seminars to our clients and the community.

And for civic organizations looking to round out their agendas, our Speakers Bureau offers thoughtful, well-prepared financial presentations. The presentations listed below are a sampling of the different financial topics available through Carter & Carter Financial.

It is the policy of our firm not to solicit the sale of securities through our role as guest speakers.

Charlene Carter, CFP™
Certified Financial Planner®

President
Carter & Carter Financial
Registered Investment Advisor
Raymond James Financial Services, Inc.

Eugene Branch Manager,
Raymond James Financial Services, Inc. Member NASD/SIPC

charlene@carterandcarter.com

Education & Licenses

Bachelor of Science / Education University of Oregon
Licensed Securities Rep.
Life & Annuity Insurance Agent
Experienced public speaker, instructor & radio guest
President of the Financial Planning Association

Charlene's Program Highlights Include:

Money Matters for Women

Understanding women financial realities
Empowering women to make financial decisions
Unraveling the investment puzzle

Planning for Domestic Partners

Financial, legal & tax challenges unmarried couples face
Control & protection of assets
Property & guardianship issues

Smart Ways to Take Your Lumps

Creative strategies for retirement flexibility when leaving a current employer
Addresses all pension plans including: PERS, 401k & Deferred Compensation.

Keeping It All In The Family

Asset management issues: Learn how to manage your assets now and in the future
Ownership issues: Find out how you can transfer assets to your heirs rather than the IRS.

Janice Dunn, CFP™
Certified Financial Planner®

Carter & Carter Financial,
Registered Investment Advisor
Raymond James Financial Services, Inc.

Financial Advisor
Raymond James Financial Services, Inc. Member NASD/SIPC

janice@carterandcarter.com

Education & Licenses

Bachelor of Arts / English University of Oregon
Type A Teaching Certificate University of Colorado, Boulder

Licensed Securities Representative

Life & Annuity Insurance Agent
Experienced public speaker, instructor & radio guest

Janice's Program Highlights Include:

Money Matters for Women

Understanding women financial realities
Empowering women to make financial decisions
Unraveling the investment puzzle

Planning for Domestic Partners

Financial, legal & tax challenges unmarried couples face
Control & protection of assets
Property & guardianship issues

Smart Ways to Take Your Lumps

Creative strategies for retirement flexibility when leaving a current employer
Addresses all pension plans including: PERS, 401k & Deferred Compensation.

Working With Non-Profits

Corporate giving structures
Estate transfers
Corporation match
Oregon Community Foundation
Oregon Cultural Trust

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Securities and investment advisory services are offered through Raymond James Financial Services, Inc., an independent broker/dealer and member of FINRA/SIPC. Securities are not FDIC-insured and are subject to risk, including the possible loss of principal.

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states 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 to other sites from within this website are provided for information 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.

*Tax Preparation and Accounting services are provided by Carter & Carter Financial, not as a service of Raymond James Financial Services, Inc.

Local Office:
We are available by appointment Monday through Friday from 8:30 am to 5:00 pm.

750 Good Pasture Island Road
Eugene, Oregon 97401
Telephone: 541.683.2900 • 800.338.4436
Fax: 541.343.7945

securities and investment advisory services are offered through:
Raymond James Financial Services, Inc.