Opportunities for sharing knowledge and supporting our community

We host and participate in events throughout the year and urge our clients and their friends to join us. Some events are educational or social in nature, while others are charitable. Check back regularly for updates. Also, feel free to leave your feedback about any event you attend or wish to see in the future. We welcome the opportunity to make a difference in your life and our community.

Client Events

Raymond James
Stutz Artists Open House
Stutz Business Center
Friday, April 28, 2017
Saturday, April 29, 2017

USAC Benevolent Foundation
Women's Charity Golf Tournament
Eagle Creek Golf Course
May 23, 2017

Our Past Events

Conferenc call with David G. Sowerby, CFA of Loomis Sayles
Thursday, April 20th

Conference Call with HPOne
"Choosing the Right Medicare Insurance Plan"
Thursday, March 16th

Click Here to Listen

Conference Call with Jeff Schulze, Director, Investment Strategist
ClearBridge Investments
Thursday, February 16th

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Conference Call with Thomas S. Forsha, CFA
Co-Chief Investment Officer and Portfolio Manager
River Road Asset Management
Thursday, January 19th, 2017

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Conference call with Scott Brown
Chief Economist
Raymond James
Thursday, November 17th, 2016

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Conference Call with Phil Collier
Product Manager, 529 Plans
Raymond James
Thursday, October 20th, 2016

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Conference Call with Terri Spath
Chief Investment Officer
Sierra Investment Management
Thursday, September 15th, 2016

Conference Call with Andrew D. Goldberg,
Managing Director
J.P. Morgan Funds
Thursday, August 18th, 2016

Click Here to Listen

Event Feedback

We welcome your feedback on past events, and your input for future events. Is there a particular investment-related topic you would like to see featured at one of our events? We’re always open to new ideas to help us better serve you.

Contact Us Here.