Events

As the 119th Congress moves through its second year, please join us to hear Scott Orr share a Washington update.

Following the passage of major bills in 2025, Congress is facing more gridlock as the midterm primaries continue.

Gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets.

Artificial intelligence, economic policy, interest rates, and market dynamics continue to shape the investment landscape in meaningful ways. Join us for an educational discussion exploring key themes influencing the economy and financial markets as we move through 2026.

During this session, we will discuss:

•Economic and market trends impacting investors in 2026
• The evolving role of artificial intelligence and infrastructure investment
• Interest rates, inflation, and consumer spending trends
• Potential opportunities and risks across the market landscape
• Perspectives on asset allocation and areas of market focus

Staying organized financially isn’t just about paperwork—it’s about having a clear understanding of where you stand today and where you’re headed.

Join us for a practical, easy-to-follow session focused on helping you bring structure to your financial life and make more confident decisions moving forward.

During this session, we will:

• Highlight why financial organization is the foundation of financial wellness
• Share practical ways to organize key documents and accounts
• Walk through how to plan intentionally for the year ahead
• Discuss how to set meaningful, realistic financial goals
• Provide simple habits to help you stay on track over time

Not sure what to do with all those old documents? We can help.

Join us for our Spring Shred Event where you simply pull up in your car, drop off your items!

· Thorough and safe document destruction program

· Three bag limit, please

· RSVP required

Not sure what to do with all those old documents? We can help.

Join us for our Spring Shred Event where you simply pull up in your car, drop off your items!

· Thorough and safe document destruction program

· Three bag limit, please

During this webinar, we will:

· Discuss the Final Wishes Organizer to documentyour wishes and put an intentional plan in place for your loved ones

· Explore common reasons why so many familiesplan in advance

· Review pre-planning versus pre-funding

The Silver Tsunami is coming.

Over 30 million baby boomers—the final and largest cohort—will turn retirement age by 2030. Yet only 20% of workers say they understand Social Security very well.

And many find the topic simply overwhelming.

The Power of Social Security—will provide valuable insights to:

▪Debunk common misconceptions about Social Security

▪Drill down on benefits