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

Our Past Events

Conference Call with Corey Hardie
Vice President, Portfolio Specialist
ClearBridge Investments
September 20th, 2018
Click here to listen

Conference Call with Todd Speed, CFA
Vice President, Portfolio Specialist
Calamos
August 16th, 2018
Click here to listen*

Conference Call with Peter Smith
Client Portfolio Manager, Vice President
Federated
July 19th, 2018
Click here to listen

Conference Call with Nicholas L. Lacy, CFA
Chief Portfolio Strategist, Asset Management Services
Raymond James
June 21st, 2018
Click here to listen***

Conference Call with James Edge
HPOne
A Medicare Discussion
May 17th, 2018
Click here to listen**

USAC Benevolent Foundation Women's Charity Golf Tournament
Eagle Creek Golf Course
May 22, 2018


Raymond James
Stutz Artists Open House
Stutz Business Center
Friday, April 27, 2018
Saturday, April 28, 2018

*Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information contained herein was received from sources believed to be reliable, but accuracy is not guaranteed. Calamos and Todd Speed are not affiliated with Raymond James & Associates. Information provided is general in nature, and is not a complete statement of all information necessary for making an investment decision. Alpha compares a fund's actual returns with those that would be expected by its beta. A positive alpha means that for the given amount of volatility, the fund returned more than expected when compared to the benchmark index. Alpha and beta measures are historical. Beta compares volatility of a security with an index, such as the S&P 500. A beta of one means the security has volatility equal to that of an index. The S&P 500 is an unmanaged index of 500 widely held stocks. The NASDAQ Composite Index is an unmanaged index of all stocks traded on the NASDAQ over-the-counter market.

Inclusion of these indexes is for illustrative purposes only. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor's results will vary. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. Investing in emerging markets can be riskier than investing in well established foreign markets.

Emerging and developing markets may be less liquid and more volatile because they tend to reflect economic structures that are generally less diverse and mature and political systems that may be less stable than those in more developed countries. Sector investments are companies engaged in business related to a specific sector. They are subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification. Commodities trading is generally considered speculative because of the significant potential for investment loss. Among the factors that could affect the value of the fund's investments in commodities are cyclical economic conditions, sudden political events, changes in sectors affecting a particular industry or commodity, and adverse international monetary policies. Markets for precious metals and other commodities are likely to be volatile and there may be sharp price fluctuations even during periods when prices overall are rising. The U.S. Dollar Index is an index (or measure) of the value of the United States dollar relative to a basket of foreign currencies, often referred to as a basket of U.S. trade partners' currencies. Bond prices and yields are subject to change based upon market conditions and availability. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices rise. Currencies investing are generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations even during periods when prices overall are rising. Past performance is not indicative of future results. There is no assurance these trends will continue or that forecasts mentioned will occur. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success.

**Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information contained herein was received from sources believed to be reliable, but accuracy is not guaranteed. James Edge and HP One are not affiliated with Raymond James & Associates, Inc.

*** Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information contained herein was received from sources believed to be reliable, but accuracy is not guaranteed. Information provided is general in nature, and is not a complete statement of all information necessary for making an investment decision. Past performance is not indicative of future results. There is no assurance these trends will continue or that forecasts mentioned will occur. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. There is an inverse relationship between interest rate movements and bond prices. Generally, when interest rates rise, bond prices fall and when interest rates fall, bond prices rise.

Alpha compares a fund's actual returns with those that would be expected by its beta. A positive alpha means that for the given amount of volatility, the fund returned more than expected when compared to the benchmark index. Alpha and beta measures are historical. Beta compares volatility of a security with an index, such as the S&P 500. A beta of one means the security has volatility equal to that of an index. The S&P 500 is an unmanaged index of 500 widely held stocks.

† Views expressed are not necessarily those of Raymond James & Associates and are subject to change without notice. Information contained herein was received from sources believed to be reliable, but accuracy is not guaranteed. Federated and Peter Smith are not affiliated with Raymond James & Associates, Inc. Information provided is general in nature, and is not a complete statement of all information necessary for making an investment decision. Past performance is not indicative of future results. There is no assurance these trends will continue or that forecasts mentioned will occur. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success. International investing involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. Investing in emerging markets can be riskier than investing in well-established foreign markets. Dividends are not guaranteed and will fluctuate.



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.

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