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

Market ups and downs are an inevitable part of investing, but having the right perspective and strategy can make all the difference. Join us for a complimentary educational seminar over lunch designed to help investors better understand market volatility and how it can impact long‑term financial goals.

During this session, we’ll cover:

• What market volatility is and why it happens
• Common economic and market factors that drive market swings
• The potential impact of volatility on your portfolio
• Practical approaches to staying disciplined and focused during uncertain times

This is an informative, no‑pressure event intended to provide clarity and context around today’s market environment.

Lunch and coffee included, spots are limited!

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.