Events

Events

We’ve built many close and longstanding relationships with our clients. That’s why there’s hardly anything our team enjoys more than gathering with them, and why we’re always coming up with a variety of opportunities to do so. Whether it’s a seasonal get-together, a special event, or a time to share some insight, you’re invited to join us.

2021

Thoughts on the “For the 99.5 Percent Act” – Wednesday, May 12th
On March 25, 2021, a bill entitled For the 99.5 Percent Act was introduced to Congress by Senator Bernie Sanders of Vermont. The bill proposes dramatic changes to the estate and gift tax system in the United States, and would abolish or severely limit a number of estate planning strategies that wealthy families have relied upon for many decades. The possibility the bill could become law this year has everyone in the estate planning community paying close attention. So what does the bill propose? Tune in to this exclusive webinar for Alex. Brown clients with Paul McGloin, Trust and Estate Consultant to Alex. Brown.

Watch Webinar Here

Virtual Wine Tasting – Tuesday, May 11th
Master Sommelier Andy McNamara will show us what makes Napa Valley one of the most famous winegrowing regions in the world. We will taste three wines that provide an example of the history and diversity of soils and climates in this dynamic region.

Market Update with Chief Investment Officer Larry Adam – Monday, March 5th at 4:15pm ET
Larry Adam and his quests will look at the dynamics of the reopening of the economy through the lens of the airline and technology industries. And with President Biden‘s "Rescue" fiscal package on the verge of passage, the recipe for an even stronger surge in economic growth is building. Please join us for a timely and relevant discussion on these topics and the impact to the markets.

Watch Webinar Here

2020

And Now for the Main Event:  A National Election in the Midst of a Pandemic – Thursday, September 24th
Our Chief Investment Officer and our Washington Policy Analyst will be providing their analysis of the underlying trends and factors driving the markets, provide their views on the upcoming election and answer any questions you may have via Zoom.


Maryland Fleet Week & Air Show – Saturday, September 12th (Canceled due to Corona Virus)
In the air, on land and sea. Join us for the air show and ship tours as Maryland welcomes naval vessels from around the world and the USAF Thunderbirds.

An Evening Overlooking the White House & Lafayette Square - Tuesday, June 22nd (Canceled due to Corona Virus)
Please join us for a special evening overlooking the White House in Washington, D.C.. Our Chief Investment Officer, and our Washington Policy Analyst will discuss critical issues facing our economy, the markets, and how these events affect investors as we approach the next Presidential election.

2019

Maryland & Georgetown Basketball
The 2019 – 20 college hoops season has just begun for the Maryland Terrapins and Georgetown Hoyas. WBO Partners has tickets for several games, and we are extending an invitation for you to attend. If interested, please contact Brian Davies for ticket availability.

Family Love Letter Workshop – Tuesday, September 24th
While you may have prepared your planning and legacy documents, the time spent with us will allow you to enhance and bring clarity, reduce stress, and minimize the conflicts which often follow an incapacity or death. We have designed this Family Love Letter workshop to provide information in a time of confusion and help minimize the types of inadvertent mistakes, which often occur in these times of turmoil.

An Evening Overlooking the White House & Lafayette Square - Tuesday, May 21st
Please join us for a special evening overlooking the White House in Washington, D.C.. Our Chief
Investment Officer, and our Washington Policy Analyst will discuss critical issues facing our economy, the markets, and how these events affect investors as we approach the next Presidential cycle.

Johns Hopkins Lacrosse – Saturday, March 23rd at 6pm
Join us at Homewood Field for an evening of lacrosse, as perennial national powers Johns Hopkins and
University of Virginia square off.

2018

Maryland & Georgetown Basketball
The 2018 – 19 college hoops season has just begun for the Maryland Terrapins and Georgetown Hoyas. WBO Partners has tickets for several games, and we are extending an invitation for you to attend. If interested, please contact Brian Davies for ticket availability.

Legacy Chase – Saturday, September 29, 2018
Join us for the 19th annual Legacy Chase at Shawan Downs. Set in Maryland’s picturesque horse country, benefiting GBMC’s oncology services and patient support.

Maryland Fleet Week & Air Show – Saturday October 6, 2018
In the air, on land and sea. Join us for the air show and ship tours as Maryland welcomes naval vessels ;from around the world and the USAF Thunderbirds.

2017

Maryland & Georgetown Basketball
The 2017 – 18 college hoops season has just begun for the Maryland Terrapins and Georgetown Hoyas. WBO Partners has tickets for several games, and we are extending an invitation for you to attend. If interested, please contact Brian Davies for ticket availability.

Legacy Chase – Saturday, September 24, 2017
Join us for the 18th annual Legacy Chase at Shawan Downs. Set in Maryland’s picturesque horse country, benefiting GBMC’s oncology services and patient support.

2016

Maryland Fleet Week & Air Show – Sunday October 16, 2016
In the air, on land and sea. Join us for the air show and ship tours as Maryland welcomes naval vessels from around the world. An Air Show featuring will feature Canadian Navy Airships, and the US Navy Blue Angels.

Raymond James is not affiliated with the above organizations and/or charitable causes.