For our events and celebrations you're always invited

Together, we can do great things. That’s why we spend time organizing events for you and your loved ones. We hope to see you at our next gathering.

RSVP today and we will happily save you a seat.

Past Events

2024

Event: Larry Adam, CFO Market Outlook
Date: January 24, 2024
Time: 5:30pm
Location: Raymond James Home Office ~ 881 Carillon Parkway, Tower 4 St Petersburg, FL 33716

Event: February Coffee Talk ~ Ten Investment Themes for 2024
Date: February 20, 2024
Time: 10:00am-11:00am
Location: Julie Sevelius Conference Room 29145 Chapel Park Dr, Wesley Chapel, FL 33543

Event: Estate Planning and the Charitable Giving Luncheon
Date: April 9, 2024
Time: 11:30am-1:00pm
Location: Lake Jovita Golf and Country Club 12900 Lake Jovita Blvd Dade City, FL 33525

Event: Annual Shred Event
Date: May 22, 2024
Time: 2:00pm-5:00pm
Location: Julie Sevelius Conference Room 29145 Chapel Park Dr, Wesley Chapel, FL 33543

Event: Raymond James Symphony Under the Stars
Date: June 1, 2024
Time: 6:00pm- 9:30pm
Location: Raymond James Stadium 4201 N Dale Mabry Hwy, Tampa, FL 33607

Event: June Coffee Talk – Long Term Care & Longevity Planning
Date: June 26, 2024
Time: 10:00am-11:00am
Location: Julie Sevelius Conference Room 29145 Chapel Park Dr, Wesley Chapel, FL 33543

Event:Turkey Trot 5k
Date: November 28, 2024
Time: 8:00am EST
Location: Wiregrass Mall in front of JCPenney 28139 Paseo Dr, Wesley Chapel, FL 33543

Event: Client Holiday Reception
Date: December 10, 2024
Time: 10:00am-1:00pm EST
Location: Seven Oaks Clubhouse ~ 2910 Sports Core Circle, Wesley Chapel, FL 33544

2023

Event: April Coffee Talk ~ Finding Opportunities in 2023
Date: April 5, 2023
Time: 10:00am-11:00am
Location: Julie Sevelius Conference Room 29145 Chapel Park Dr, Wesley Chapel, FL 33543

Event: June Coffee Talk ~ Charitable Giving and your Estate Plan
Date: June 13, 2023
Time: 10:00am-11:00am
Location: Advent Health The Healing Plaza 2590 Healing Way Wesley Chapel, FL 33544

Event: August Coffee Talk ~ Finding opportunities within your Disciplined Plan
Date: August 15, 2023
Time: 10:00am-11:00am
Location: Julie Sevelius Conference Room 29145 Chapel Park Dr, Wesley Chapel, FL 33543

Event: October Coffee Talk – Charitable Giving and your Estate Plan Part 2
Date: October 25, 2023
Time: 10:00am-11:00am
Location: Advent Health The Healing Plaza 2590 Healing Way Wesley Chapel, FL 33544

Event: Turkey Trot 5K
Date: November 23, 2023
Time: 8:00am
Location: Wiregrass Mall in front of JCPenney 28139 Paseo Dr, Wesley Chapel, FL 33543

Event: Annual Holiday Reception
Date: December 11, 2023
Time: 1:30pm- 3:00pm
Location: Seven Oaks Clubhouse 2910 Sports Core Circle Wesley Chapel, FL 33544