Blueway Financial Partners of Raymond James

Engaging and Educational

Throughout the year, we host a variety of events designed to educate and celebrate our client relationships. Our events include engaging presentations, where we team up with other industry professionals, educational events for both retirement plan sponsors and participants, and fun events designed for the entire family.

Retire Ready Educational Series

What:

A three-part retirement education series, providing employees the resources they need to smoothly transition into retirement.

When:

Sessions begin at 6:45 p.m.
Maximizing Social Security - September 19, 2017
Purposeful Estate Planning - October 3, 2017
Ins & Outs of Medicare - October 17, 2017

Where:

Celebration Cinema!
Wave Room
2121 Celbration Dr. NE,
Grand Rapids, MI 49525

Details:

Click here for the invitation with descriptors for each session.

Previous Events

Movie Invite

What:

A private viewing of SING.

When:

January 7th, 2017 at 11:00 a.m.

Where:

Celebration Cinema!
2121 Celbration Dr. NE,
Grand Rapids, MI 49525

Details:

Click here for the invitation.

Fall Retirement Series

What:

A three-part retirement education series, providing employees the resources they need to smoothly transition into retirement.

When:

Sessions begin at 6:45 p.m.
Maximizing Social Security - September 20, 2016
Purposeful Estate Planning - October 4, 2016
Ins & Outs of Medicare - October 25, 2016

Where:

Celebration Cinema!
Wave Room
2121 Celbration Dr. NE,
Grand Rapids, MI 49525

Details:

Click here for the invitation with descriptors for each session.

Fall Retirement Series

What:

A four-part retirement education series, providing employees the resources they need to smoothly transition into retirement.

When:

Sessions begin at 6:45 p.m.
Retire Well - October, 1, 2015
Quality of Life - October 7, 2015
Ins & Outs of Medicare - October 18, 2015
Maximizing Social Security - October 29, 2015

Where:

Watermark Country Club
5500 Cascade Rd SE
Grand Rapids, MI 49546

Details:

Event geared towards individuals who are close to or have recently retired.

LeaderMetrics

What:

2015 Leadership Summit, presentation and workshop by Don Trone and Mary Lou Wattman, co-authors of LeaderMetrics.

When:

Thursday, May 7 at 7:15 a.m.

Where:

Seidman College of Business
Grand Valley State University
50 Front Ave SW
Grand Rapids, MI 49504

Details:

Event is geared toward senior-level management, including Corporate Directors and Officers, Board and Committee Members, and Trustees. Don Trone, Mary Lou Wattmann, and LeaderMetrics are not afiiliated with Raymond James.

* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for more information and availability.

* Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

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