Sharing knowledge and experiences

We believe it is not only important that we get to know you as a person, but that you get to know us. So we host market update seminars and social events that you and your family are always welcome to attend. We hope you can join us.

Upcoming events

We are busy planning our next event. Stay tuned.

Past events

A Guide to the Markets | 9/10/20 A virtual event on the investment implications of COVID-19

Raymond James is not affiliated with J.P. Morgan Asset Management.

A Year of Good Cheer | 12/3/19 Our annual open house and client appreciation event

Anatomy of a Recession | 4/4/19 An educational seminar on the market and economic outlook

A Year to Remember | 12/4/18 Our annual open house and client appreciation event

An evening with Jeffrey Saut | 8/21/18 A presentation by Raymond James’ chief investment strategist

New Beginnings | 12/5/17 A client appreciation event celebrating new beginnings at Raymond James