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Addison Avenue
Brett Everhart and a client in front of First Tech location

Personalized guidance

It doesn’t matter if you’re working with a lot of money or a little, everyone and every situation is completely different.

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Take your learning to the next level.

A Legacy of Wisdom and Wealth Webinar
Led by Bill McManus, Vice President of Applied Insights at Hartford Funds, this educational webinar will explore thoughtful ways to share financial values, life lessons and family wisdom with the next generation. 
September 30, 2026
Navigating Medicare Webinar
If you are in the process of determining which Medicare options will work for you or a loved one, watch our webinar led by Justin Wendell, CMIP® with Wendell & Associates.
August 28, 2026
Social Security Webinar

Led by the Managing Director of Applied Insights at Hartford Funds, this educational session will explore key factors that can help you make the most of your Social Security benefits. 

June 25, 2026
The Truth About Investing Webinar
Hartford Funds’ Managing Director of Applied Insights discusses how everyday investing assumptions and market reactions can impact results over time.
April 29, 2026
Women and Wealth Webinar
Led by two of our top female financial advisors, this webinar dives into how women can take action for a better financial path forward. You’ll learn the financial challenges women can face and strategies that can help them feel more confident in their financial decisions.
March 26, 2026
2026 Tax Essentials Webinar
Tax season waits for no one. This year, prepare by learning all the new information you’ll need ahead of filing. This CPA-led webinar will explore the latest updates and changes to tax laws, providing key observations into the current tax filing season.
February 23, 2026
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Addison Avenue Investment Services and are not insured by any credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. First Tech Federal Credit Union and the Addison Avenue Investment Services are separately owned and operated and not independently registered as broker-dealers or investment advisers.

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 information and availability.

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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