SELECT A LOCATION BELOW TO REGISTER FOR A 2018 CLIENT SEMINAR NEAR YOU

Throughout 2018 we will travel to 21 cities across the country for our client seminar series.

The seminar presentations include a corporate update presented by a member of the RAA senior leadership team, an investment update presented by our Chief Investment Officer, Jeremy Merchant, an estate planning session presented by our Vice President of Estate Planning, Clay Caldwell, CFP® , and a financial planning session presented by one of our talented Relationship Managers.

As a result of your suggestions, ALL 2018 client seminars will be lunch seminars.

Agenda:

• 11:00 am – Registration
• 11:30 am – Presentations begin
•   1:00 pm – Plated lunch service
•   2:30 pm – Sessions conclude

We look forward to seeing you there!

2019 Seminars are coming soon!

HAVE QUESTIONS OR PREFER TO RSVP BY PHONE? 

CONTACT US AT 800.321.9123

Atlanta Office

2950 Cherokee St NW #700

Kennesaw, GA 30144

888.644.7757

Fax: 678.445.5893

Seattle Office

2150 North 107th Street, #460

Seattle, WA 98133

206.946.6939

Fax: 678.445.5893