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Jason Walker; Chairman of Philadelphia Happy Hour Club & Financial Advisor for Raymond James

March 15 @ 12:00 pm - 1:30 pm

Jason Walker – Chairman of Center City Happy Hour Club and financial advisor at Raymond James to present on; 

Investment and financial planning

Given the current bull market, how should individuals be positioned to potentially benefit from equity returns while being mindful of risk?   

Key financial themes for  and beyond

·      Economic outlook

·      Investment outlook – including U.S. equities, international equities and fixed income.

·      Importance of diversification.

·      The impact of tax reform on financial planning.


Raymond James has approximately 7,300 financial advisors in over 3,000 locations (in future results. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success. Raymond James & Associates, Inc. member New York Stock Exchange/SIPC is not affiliated with the Philadelphia Rotary Club.   



March 15
12:00 pm - 1:30 pm


Jeff Saperstein


Racquet Club
215 South 16th Street
Philadelphia, PA 19102 United States
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(215) 735-1525