Please join us for our next Women and Investing gathering
TOPICS WILL INCLUDE:
- Market and Economic Update: inflation considerations, rising interest rates, Federal Reserve Bank pending actions
- ESG (Environmental, Social and Governance) Issues: the effect on businesses
- Investments 1.02: dividends and how they add to returns
Please RSVP by Tuesday, February 15th to Ann Polonsky, Registered Client Service Associate, at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Thursday, February 17th, 2022
Time: 2:00pm 3:30pm MST
Please join us for our next Women and Investing gathering
TOPICS WILL INCLUDE:
- Market Update
- Fiscal and Monetary Issues in the Current Economic Environment
- Recent Changes in the Insurance Industry affecting policy holders and annuity owners
- Estate Planning
- Selection of a personal representative
- 529 Education Plans
Please RSVP by Tuesday, October 26th to Ann Polonsky, Registered Client Service Associate, at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Thursday, October 28th, 2021
Time: 2:00pm – 3:30pm
Please join us for our next Women and Investing gathering
TOPICS WILL INCLUDE:
- Market Update: a perspective on rising inflation
- Trust Services: benefiting from a corporate trustee
- Estate Planning: Qualified Charitable Distributions
Please RSVP by Tuesday, June 22nd to Ann Polonsky, Registered Client Service Associate, at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Thursday, June 24th, 2021
Time: 2:00pm – 3:30pm
Please join us for our next “Virtual” Women and Investing gathering
We will have a special guest speaker, Lisa M. Dailey. Lisa has practiced in El Paso County Colorado for more than 30 years. Ms. Dailey’s practice is limited to family law including divorce, marital agreements, and estate planning. She currently represents clients in a variety of dispute resolution of models including litigation, arbitration, and mediation.
An honors graduate of the University of Denver, Ms. Dailey received her J.D. degree from the University of Colorado School of Law. For many years, she has been voted top attorney in Colorado Springs and Colorado by her peers and is listed in The Best Lawyers in America. She has received numerous awards throughout her career including Outstanding Woman Lawyer in El Paso County, and the Colorado Springs Business Journal Women of Influence Award.
Ms. Dailey is a member of local, state and national family law bar association sections and the Colorado Leadership Institute. She has held leadership positions in many professional organizations including President of the El Paso County Bar Association and the Bar Foundation. She has served on numerous nonprofit Boards including The Catamount Institute and The Place. Currently, Ms. Dailey serves on the Fourth Judicial District Nominating Commission, the State Client Protection Fund Board, and as the editor of the Pikes Peak Lawyer.
Ms. Dailey has presented regarding a wide range of topics for numerous meetings and seminars.
TOPICS WILL INCLUDE:
- Market Update: domestic and foreign equity, as well as fixed income - presented by Jan Weiland & Stacey Kasten
- Estate Planning including Powers of Attorney, Do Not Resuscitate orders, and other documents – presented by Lisa M. Dailey
Please RSVP by Monday, March 22nd to Ann Polonsky, Registered Client Service Associate, at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Wednesday, March 24th, 2021
Time: 2:00pm – 3:30pm
Raymond James is not affiliated with and does not endorse the opinions or services of Lisa M. Dailey.
Please join us for our next “Virtual” Women and Investing gathering
We will have a special guest speaker, Linda Buckley, CPA, who has decades of experience within the Colorado Springs community and is recognized for her expertise in family law issues including business valuations, tax forecasting and litigation support.
TOPICS WILL INCLUDE:
- Tax Planning for 2021 - presented by Linda Buckley, CPA
- Market Update - presented by Jan Weiland & Stacey Kasten
Please RSVP by Monday, January 25th to Ann Polonsky, Registered Client Service Associate, at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Wednesday, January 27th, 2021
Time: 2:00pm – 3:30pm MST
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Raymond James is not affiliated with and does not endorse the opinions or services of Linda Buckley.
Please join us for our next “Virtual” Women and Investing gathering
We are pleased to have Jeanne Conder, CFE/CSPG, Principal, with Evergreen Philanthropy, as our guest speaker. Jeanne Conder began her career in fundraising after an aptitude test revealed this as her best career fit. Little did she know at the start of her career, philanthropy would become both her professional and personal passion.
In her 35 years in Colorado Springs, she has worked for The Navigators, Junior Achievement International, and as chief development officer and vice president for Pikes Peak Hospice Foundation and Discover Goodwill Foundation. Professionally, she attained certifications in both fundraising and planned giving, and was elected “Outstanding Fundraising Executive” by the Association of Fundraising Professionals Southern Colorado chapter.
Jeanne has now launched her own consulting business, Evergreen Philanthropy, to help connect donors and nonprofits in strategic, impactful, and lasting giving. She is excited to help nonprofits launch planned giving programs, and to consult with donors in giving their ultimate legacy gifts in support of their favorite causes.
TOPICS WILL INCLUDE:
- Market Update - presented by Jan Weiland & Stacey Kasten
- Give SMART – presented by Jeanne Conder
- Raymond James Charitable – presented by Jan Weiland & Stacey Kasten
Please RSVP by Wednesday, November 11th to Ann Polonsky, Registered Client Service Associate, at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Thursday, November 12th, 2020
Time: 2:00pm – 3:30pm MST
Raymond James is not affiliated with and does not endorse the opinions or services of Jeanne Conder or Evergreen Philanthropy.
Please join us for our next “Virtual” Women and Investing gathering
We are pleased to have Sheila King, CFA, Portfolio Co-Manager and Fixed Income
Research Analyst, as our special guest speaker. Sheila King co-manages Eagle’s TaxAdvantaged Fixed Income strategies and Eagle ESG Focused Fixed Income suite of products. She joined Eagle in 1987 and has 33 years of investment experience. During her time at Eagle, King has served as a credit analyst and portfolio co-manager.
King served on the Board of Directors for CASA (Community Action Stops Abuse) for ten years. She is an avid athlete, having completed Half Ironman and Ironman races and hiked to an elevation above 14,000 feet. She earned a Bachelor of Science in business administration from the University of North Carolina and is a CFA charterholder.
TOPICS WILL INCLUDE:
- Equity Market Overview – presented by Jan Weiland & Stacey Kasten
- Bond Market Overview – presented by Sheila King, CFA
- ESG Focused Investing – presented by Sheila King, CFA
Please RSVP by Tuesday, September 8th to Ann Polonsky, Registered Client Service Associate, at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Thursday, September 10th, 2020
Time: 2:00pm – 3:30pm
Please join us for our next “Virtual” Women and Investing gathering
TOPICS WILL INCLUDE:
- Market Update in continuing volatile times
- Current issues in Estate Planning
- Sustainable investing misconceptions vs. reality
Please RSVP by Monday, July 13th to Ann Polonsky at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Tuesday, July 14th, 2020
Time: 2:00pm – 3:30pm
Please join us for our next “Virtual” Women and Investing gathering
Please RSVP by Wednesday, May 27th to Ann Polonsky at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Thursday, May 28th, 2020
Time: 2:00pm – 3:30pm
Please join us for our next “Virtual” Women and Investing gathering
TOPICS WILL INCLUDE:
- Market Update in volatile times
- Importance of portfolio rebalancing
- The CARES Act – understanding how the stimulus bill affects individuals
- The SECURE Act – impacts on retirement savings and estate planning for many Americans
Please RSVP by Wednesday, April 15th to Ann Polonsky at (719) 419-3862 or ann.polonsky@raymondjames.com
The seminar will be held via ZOOM virtual video and audio conferencing solutions. The ZOOM email invite and instructions will be sent once your RSVP has been received.
Date: Thursday, April 16th
Time: 2:00pm – 3:30pm
Luncheon hosted by Raymond James Trust
Presentation by: Roger Fakes, Trust Consultant and First VP
Date: Tuesday, March 17th, 2020
Time: 11:30am
Location: Raymond James & Associates Office
102 N Cascade Avenue, Suite 600
Colorado Springs, CO 80903
Seating is limited. Please RSVP by Friday, March 13th to Ann Polonsky, Registered Client Service Associate, at (719) 632-0266 or ann.polonsky@raymondjames.com
Please join us for our next Women and Investing gathering
TOPICS WILL INCLUDE:
- Ten Themes for 2020 – based on handout “Providing Clarity & Color Around Our 2020 Views”, Lawrence V. Adam III, Chief Investment Officer
- Estate Planning Update for 2020 – including Donor Advised Fund
- International Investing in 2020
The event is complimentary with no obligation, but registration is required. Complimentary hors d’oeuvres and refreshments will be served. Feel free to bring a guest.
Please RSVP by Tuesday, January 21st to Ann Polonsky at (719) 419-3862 or ann.polonsky@raymondjames.com
Date: Thursday, January 23rd, 2020
Time: 4pm
Location: European Café and Restaurant (parking is in the back of the building)
1015 Colorado Avenue
Colorado Springs, CO 80904
Join us for a presentation on the subject of Charitable Remainder Trusts (CRT) by estate planning attorney Rob Keyser*. Learn how Charitable Remainder Trusts can help address personal financial goals for individuals with highly appreciated assets while leaving a significant gift to various charities. There is no charge for this event. Light refreshments will be served.
Date: Wednesday, November 6th, 2019
Time: 4:00 p.m.
Location: Raymond James Office
102 North Cascade Avenue, Suite 600
Colorado Springs, CO 80903
Seating is limited. Please RSVP to Ann Polonsky, Registered Client Service Associate, at (719) 632-0266 or ann.polonsky@raymondjames.com
*Raymond James is not affiliated with and does not endorse the opinion or services of Rob Keyser.
Raymond James does not provide legal advice. You should discuss any legal matters with the appropriate professional.
Please join us for our next Women and Investing seminar.
Topics will include:
- Market Update
- Investing 201
- Estate Planning: Charitable Remainder Trusts
The event is complimentary with no obligation, but registration is required. Complimentary hors d’oeuvres and refreshments will be served. Feel free to bring a guest.
Date: Tuesday, November 12th, 2019
Time: 4:00 p.m.
Location: European Cafe and Restaurant
1015 Colorado Avenue
Colorado Springs, CO 80904
Please RSVP by Friday, November 8th to Ann Polonsky at (719) 419-3862 or ann.polonsky@raymondjames.com
