Events

Fun Events

Women and Finance

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

Women sharing financial experiences
Women and Finance event

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.

A special performance of the Columbus Jazz Orchestra
Clients invited to special seating to hear an evening with the Orchestra
Outdoors at the Upper Arlington Jazz Concert Series

Client Appreciation Christmas dinner

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

Invited guests enjoy French cuisine, special wines and a special musical performance
Client Appreciation Christmas dinner

Wine and Canvas

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

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

Columbus Zoo and Aquarium

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

Feeding the Giraffes
Dinner at the Columbus Zoo and Aquarium

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.

Columbus Museum of Art
A private evening at the Art Museum

Learning Events

Dinner Investment Meetings

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

Dinner Investment Meeting
Portfolio Managers from various investment firms presenting 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.

Washington Update event
Nationally recognized speakers for non-partisan views of tax and fiscal ideas that provide winning growth strategies for investments

A special presentation

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

Attending a special presentation

Investment Strategist

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

The Raymond James Chief Investment Strategist and Managing Director of the firm’s Equity Research department