Events

Join us for an engaging and practical conversation designed to help you navigate key life transitions with clarity and confidence.

This session will explore real-life scenarios and provide financial planning insights around topics such as:

• Combining finances in relationships
• Managing divorce or remarriage
• Planning for education and major purchases
• Preparing for retirement and healthcare needs
• Caring for aging loved ones
• Creating a lasting legacy

Why it matters:
Life is full of transitions—some planned, some unexpected. Being prepared can empower you to take control, support your loved ones, and make confident decisions.

What you'll gain:
Checklists, tools, and thoughtful guidance for every stage—from building a life with a partner to caring for aging parents, and everything in between.

Volatility in the markets is not an uncommon phenomenon, it happens each year. It’s not market volatility but rather our reaction to it that tends to have the biggest impact on portfolio performance over time. First Eagle’s Behavioral Finance presentation is designed to help ensure that emotional decisions don’t derail long-term investment strategies based on financial goals.

The goal of the session is to help:

• Understand how our emotions and behaviors can impact investment decisions

• Instill healthy financial behaviors

• Focus on goals and not 24-hour news cycle

Come and join us for a magical Christmas experience with Santa Claus! Bring the family and capture the memories forever.
Refreshments & Snacks will be served.