Educational Webinars

Social Security: Preparing for Retirement

2026 Market Outlook & Positioning

Start the new year with a practical look at the 2026 economic and market outlook. Explore what’s driving growth, from consumer spending and evolving technologies like AI to interest rates and policy changes – and how these may translate to long-term investment opportunities.  Tracking ART #839971

Washington Update & How the One Big Beautiful Bill Affects You Webinar

Join us for a webinar with Scott Orr, CFA, of Fidelity Investments. He’ll share insights on how Washington’s new policies, including key tax changes from the One Big Beautiful Bill (OBBB), and broader political shifts may impact your financial plans.

Mid-Year Market & Economic Outlook Webinar

Join economist Allison Boxer from PIMCO as she breaks down the evolving economy, shifting labor market, and the impact of trade policy and the "big, beautiful bill."

College Admissions Playbook Webinar

In honor of 529 Day, college admissions coach Nancy Steenson will offer tips for students and parents as they navigate today’s college admissions environment.

Estate Planning Simplified Webinar

Estate planning isn’t just about legal documents — it’s about creating a smooth transition for your loved ones. Join estate planning attorney Scott Keifer for a webinar on simple steps you can take now to protect your family and help them avoid unnecessary stress, legal battles, and costly fees if the unexpected happens.

2025 Market & Economic Outlook