Global resources, focused service, tailored solutions
GETTING TO KNOW YOU Is Time Well Spent
Along with our intensive planning process and regular status meetings, events provide an additional and less formal way for us to connect with you. Sometimes they're planned around educational topics, or sometimes they're planned around just having fun. We hope you'll check back often to find out what's ahead and to relive the times we've shared together.
To build a community takes many shared moments and experiences. That’s why we regularly host events that you and your loved ones are always welcome to attend. We hope to see you at the next one.
For Business Owners
Learn @ Lunch
Meet the Investment Bankers
September 10, 2024
12:00 pm
7887 Washington Village Dr., Suite 100
Centerville, Ohio 45459
Sean Bunner, Director of Raymond James Investment Banking division, will give an overview of Raymond James Investment Banking services focusing on the capital and strategic advisory needs of today’s emerging growth companies. Merger and acquisition advisory services include sales and divestitures, tender offers, leveraged buyouts, takeover defenses, fairness opinions, and valuations. We also have vast experience in corporate restructuring and reorganization - so we know what works and more importantly, why.
For Institutional Investors
Ohio GFOA Annual Conference
September 25-27
Hilton Netherland Plaza Hotel; 35 W 5th Street,
Cincinnati, OH 45202
For Retirees and Business Executives
Learn on the Links
Incorporating Alternatives in Your Investment Strategy
October 3, 2024
12:00 pm
Pipestone Golf Course
4344 Benner Rd.
Miamisburg, Ohio 45342
Michael Yopko, Senior Vice President, Catalyst Funds*, discusses how incorporating non-correlated investments into traditional stock and bond portfolios can have the potential reduce volatility and increase returns. He will also discuss the use of hedging strategies for concentrated stock positions.
*Raymond James is not affiliated with, nor endorses Michael Yopko or Catalyst Funds.
For institutional Investors
Ohio Association of Public Treasurers Conference
October 9-11, 2024
For Retirees, Business Owners, and Executives
Maumee Bay Lodge & Conference Center, 1750 State Park Rd. #2,
Oregon, Ohio 43616
For Retirees, Business Owners, and Executives
Learn @ Lunch
Guide to Unit Investment Trusts
November 7, 2024
12:00 pm
7887 Washington Village Dr., Suite 100
Centerville, Ohio 45459
Greg Wearsh, Sr. Vice President, First Trust Portfolios*, gives an overview of what a unit trust is, how they are constructed and why they make sense for investors. He will also focus on timely ideas given today’s volatile markets.
*Raymond James is not affiliated with, nor endorses Greg Wearsh or First Trust Portfolios.
For Retirees
Learn @ Lunch
Making the Most of Medicare: What You Need to Know
December 5, 2024
12:00 pm
7887 Washington Village Dr., Suite 100
Centerville, Ohio 45459
Heather Dulle, Regional Vice President, Protective Life Insurance Company*, walks you through the coverage and costs of Medicare Parts A, B and D and explores the difference between Medicare Advantage and Medigap plans. She will also review what to consider when applying for Medicare.
*Raymond James is not affiliated with, nor endorses Heather Dulle or Protective Life Insurance Co.