Events

Fun Events

Women and Finance

An opportunity for younger women to gather and share financial experiences.

Upper Arlington Jazz Concert Series

We sponsored a special performance of the Columbus Jazz Orchestra which was held at Amelita Mirolo Barn in Upper Arlington. Our clients were invited to special seating to hear an evening with the Orchestra.

Client Appreciation Christmas dinner

Invited guests enjoy French cuisine, special wines and a special musical performance.

Wine and Canvas

Budding artists having fun and enjoying a glass of wine with friends.

Columbus Zoo and Aquarium

For families of all generations. A day at the zoo followed by dinner and feeding the Giraffes.

Columbus Museum of Art

A private evening at the Art Museum. Docents took us to the new wing and explained several of the important exhibits there.

Learning Events

Dinner Investment Meetings

Annually, we invite Portfolio Managers from various investment firms to present their ideas to small groups of clients.

A Washington Update

Nationally recognized speakers for non-partisan views of tax and fiscal ideas that provide growth strategies for your investments.

A special presentation

Live Longer, Live better – three questions that predict the future quality of our life.

Investment Strategist

The Raymond James Chief Investment Strategist and Managing Director of the firm’s Equity Research department. Timely and insightful market commentary.