Events

College planning can feel complex, especially as education costs continue to rise. Join us on National 529 Day for a virtual educational webinar, Smart Strategies for College Financing, led by Patrick Burke, Associate Financial Advisor with Adage Advisory.

This session will walk through how families can approach planning for college expenses and the financial strategies that can support those goals. Whether you’re early in the planning process or simply looking to better understand your options, this webinar is designed to provide clear, practical insights.

Topics include:

• Setting a college savings goal
• Savings options, including 529 plans
• Financial aid and scholarships
• Handling student debt

This event is open to everyone and may be shared with friends or family who may find it helpful.

Register Here

Join us at our Santa Cruz office for a St. Patty's Day celebration full of snacks, drinks, and great company. It'll be a festive evening where you'll get to meet new people and chat with the Adage team. Feel free to stop by anytime during the event or stay a while to hang out.