An interactive way to enhance your financial knowledge

Helping you develop a deeper understanding of your financial life is important to us. We enjoy sharing our thoughts and insights with our clients by hosting webinars, which you can view conveniently from your home or computer. Check this page often for information on future webinars to watch them live, or browse several we’ve hosted in the past, listed below.

Should you ever have questions regarding these or other resources on our website, please don’t hesitate to get in touch. Our conversation with you is an ongoing one.

Upcoming Webinars

 

Previous Webinars

October 10, 2017 – 11 a.m.

Speaker: Nathaniel A. Towle, MBA

Medicare Open Enrollment starts in October

Nathaniel Towle will provide clarity on what can be a rather confusing topic for many. You will learn how to make decisions for yourself and loved ones. He’ll help you to understand how to choose a plan, lower premiums, and make sense of some of the insurance jargon.

Who can benefit most from our webinar?

  • Seniors approaching 65 or seniors currently on Medicare
  • Caregivers of children and seniors on Medicare
  • Retirees losing private or public health insurance
  • Current enrollees in Blue Cross Legacy Supplemental plans

Click here to listen



June 2017

Speaker: Priscilla Hancock – Global Fixed Income Strategist, J.P. Morgan

Are Bonds in a Bubble?

Based in New York, Priscilla is the Global Fixed Income Strategist and the head of the Fixed Income Insights Strategy Team. Throughout her career in the capital markets, she has been involved in strategy, product development, investment banking, sales, consulting and venture capital. Before joining the firm in 2010, she was a managing director and head of global product strategy and development at Moody’s Investors Service and a managing director and head of strategy and market development for Standard & Poor’s. Previously, Priscilla worked at Lehman Brothers, where she was a senior vice president and capital markets specialist in the municipal product group. In this capacity, she was a frequent public speaker at national conferences; the Editor-in-Chief of Lehman Brothers’ Municipal Market Review; an instructor and advisory board member for the Government Finance Officers Association; and a contributor to several national financial publications. Priscilla joined the industry in 1985. She holds a Bachelor of Arts degree from the University of Virginia, an MBA in finance and marketing from Columbia University, and an Executive Certificate in strategy and innovation from Massachusetts Institute of Technology.

Click here to listen.


 


Priscilla Hancock and J. P. Morgan are not affiliated with Raymond James.

Raymond James is not affiliated with Nathaniel "Nat" Towle or Freedom Consulting. The information provided here and in the webinar replay has been obtained from sources considered to be reliable but we do not guarantee that it is accurate or complete. These materials are being provided for information purposes only and are not a complete descriptions, nor are they recommendations. Opinions expressed are those of Stephens Wealth Management Group and Nat Towle and are not necessarily those of RJFS or Raymond James. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.