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.
- 11:00 am – Registration
- 11:30 am – Plated lunch service
- 12:15 pm – Presentations begin
- 2:30 pm – Sessions conclude
We look forward to seeing you there!