Events

If you're the parent of a high school student, this is must-know information you don't want to miss:

4 Strategies for a Smarter College Search.

The college search continues to become more complex, making it harder for families to identify right-fit schools. Challenges include:

• Admission trends and how colleges admit students
• Recently passed tax legislation impacts use of529 plans and student loans

• ACT/SAT Testing - some require it now, and some don't - what path makes sense?

• The number of schools on the “more selective” list continues to grow
• Substantial changes to the FAFSA, Dept of Education, and financial aid may make college more expensive

Join us online for an insightful session with national college specialist Cozy Wittman from College Inside Track. Discover how recent changes may affect your family and explore new strategies to help your student maximize admissions opportunities, scholarships, and financial aid.

Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.

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:

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

A practical look at charitable planning options for individuals and families.

We invite you to an informative session focused on helping you understand how certain charitable giving strategies may fit into your broader financial and estate planning goals.

During this session, we will cover:

• Managing tax benefits while supporting the causes that matter most to you
• Use of Donor-Advised Funds (DAFs) to streamline giving and establish a family legacy
• Generating lifetime income through U.S. Legacy Income Trusts—all while benefiting qualified charities
• Tax-related considerations when donating appreciated assets such as stock or real estate
• How charitable giving can align with your long-term planning objectives

Who should attend:
Those looking to make meaningful charitable contributions, plan their estate tax-efficiently, or create long-term philanthropic impact for generations to come.

This is not your typical women & investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages.

Why it matters:
Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan.

Key Takeaways:

• How financial planning impacts long-term security
• What to expect at different life stages
• Real-life scenarios and practical tools
• How to guide others on this journey

Don’t miss this opportunity to gain confidence, build knowledge, and make a real impact

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2024, and a look at income and estate/gift taxes. Then, we’ll highlight specific, actionable planning ideas to consider.

When you think about your wealth you likely experience positive emotions such as pride or satisfaction. However, you may also feel like you are at a crossroads in your wealth management journey. This can lead to negative emotions such as doubt or confusion over the right financial strategy.