Client Events

Upcoming Events

Family Wealth Symposium Series - The Benefits of Private Placement Life Insurance
Chip Bauder, Senior Vice President, Private Wealth, Raymond James
Wednesday, February 25, 2026 5pm ET

Family Wealth Symposium Series – Capital Markets & Private Placements
Eric Dorman, Vice President, Capital Markets, Raymond James
Wednesday, March 25, 2026 5pm ET

Family Wealth Symposium Series – Tax Opportunities from Direct Indexing
Cory Rodrigue, Senior Asset Management Consultant, Vice President, Raymond James
Wednesday, April 29, 2026 5pm ET

Past Events

Family Wealth Symposium Series - Principles of Alternative Investments
Matt Shumko, Alternative Investments Director, Raymond James
Wednesday, January 28, 2025 5pm ET

Watch Replay Here

Family Wealth Symposium Series - Opportunities in Municipal Bonds Today
Gina Fay, Director, Fixed Income Private Wealth, Raymond James
Wednesday, October 15, 2025 5pm ET
Watch Replay Here

Family Wealth Symposium Series - The Value of Structured Investments
Will Storey, Regional Director and Structured Investment Consultant, Raymond James
Wednesday, July 30, 2025 5pm ET

Family Wealth Symposium Series - Artificial Intelligence: Technological Transformation and the AI Value Chain
Stephanie Aliaga, J.P. Morgan
Wednesday, May 28, 2025 5pm ET

XPX Maryland – Economic Outlook
Larry Adam, Chief Investment Officer, Private Client Group Investments, Raymond James
March 25, 2024