2024 CLIENT EDUCATION SERIES
Select the workshops you want to attend.
| Register | Date & Time | Event | Presenter | Description |
|---|---|---|---|---|
PAST EVENTS |
||||
| Closed | March 11 Monday 2:00 PM MST | State of the Markets |
Larry Adam CFA, CIMA®, CFP® Chief Investment Officer PCG Investments |
Join Chief Investment Officer Larry Adam for an update on current market conditions and future outlook with the markets and economy. The market update is for all investors. |
| Closed | March 20 Wednesday 12:00 PM MST | Supporting Your Loved One in Their Final Days |
Tracy Franklin & Phillip Nelson Funeral Director & Estate Planning Attorney Myers Mortuary & Nelson Law Office PC |
Is someone you love nearing the end of their life? Join us for a compassionate and informative discussion on making their final days as peaceful and meaningful as possible. We’ll cover practical topics like legal and financial considerations as well. |
| Closed | April 10 Wednesday 2:00 PM MST | Don’t Shrink Your Brain! |
Marv Ellis, ChFC® & Ashley Petitta, CHES Branch Manager & Certified Health Education Specialist Wasatch Wealth & Timeless Medical Spa |
The average human brain shrinks by approximately 5% per decade after forty. What can you do today to not be the average? Join us for insights from “The Age-Proof Brain” and learn from a certified nutritionist actionable steps to keep your mind sharp and body healthy as you age! |
If you know a family member, friend or colleague who could benefit from these Webinars, please invite them to join us.
Raymond James is not affiliated with and does not endorse the opinions or services of the above independent organizations: Tracy Franklin/Myers Mortuary, Phillip Nelson/Nelson Law Office PC, and Ashley Petitta/Timeless Medical Spa . Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.
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