Events
 The Annual Invesment Workshop is held on a Saturday in January.
It's a day to learn about a variety of different investment topics such as
estate planning, identity theft, college planning,tax planning, and much more.
The workshop concludes with a sit-down lunch and a motivational speaker. Pictures below are from the 3rd Annual Investment Workshop on January 14, 2012.    A day where we show our recognition and appreciation to our clients. Pictures below are from Client Appreciaton Day on July 20, 2011.    
- Do YOU like to voice your opinion, give feedback, and learn new things?
- An Advisory Board Member just might be the thing for you!
- The goal is to have a Board of 12 clients to meet for a quarterly breakfast meeting to discuss the products, marketing, and services offered by Stifel Nicolaus and Cape Financial Group.
- Board members should be open and honest about what they think, and not just come to listen.
- The Board’s purpose is to provide feedback from a client's standpoint on where we are and what else we should be doing.
- Meet the first Thursday of February, May, August, & November
- Continental Breakfast
- Discuss positives/negatives, improvements of client services,
new ideas, marketing, and events
- 20-minute educational presentation
- One-year commitment with a five-year maximum
- Report on importing Board recommendations E-mail Sarah at smitss@stifel.com with any questions you may have. 
CAPE FINANCIAL GROUP of STIFEL NICOLAUS
HOSTS PACKER TAILGATES FOR EXISTING CLIENTS.
TAILGATE PARTIES ARE HELD AT ONEIDA STREET
JUST SOUTH OF THE BROWN COUNTY ARENA
2012 Tailgate Parties To Be Determined 
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