2025 Economic Outlook Dinner Recap

by | Mar 20, 2025

Carter Financial Management recently hosted our 2025 Economic Outlook Dinner in College Station, Texas, bringing together clients for an insightful evening focused on the fiscal future.  

We were honored to welcome Romina Boccia from the Cato Institute as our keynote speaker. She was excellent, articulate, and very insightful about federal deficit resolutions, providing a thoughtful analysis that sparked meaningful discussions among our guests. 

A heartfelt thank you to everyone who attended. Your engagement and curiosity make events like these so impactful. We remain committed to keeping you informed and prepared through ongoing education and discussions. 

Stay tuned for more learning opportunities and events throughout the year—we look forward to seeing you again soon! 

Raymond James is not affiliated with and does not endorse the opinions or services of Romina Boccia or Cato Institute. 

Amy joined Carter Financial Management in 2019 as Executive Assistant to Bill Carter. She has been in financial services for more than 20 years. Amy attended the University of North Texas, where she obtained her Bachelor of Business Administration.

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