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

During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing.

An aging US population means that an increasing number of Americans will qualify for Medicare each year. It also means that many Americans will likely need direction through what can be a complicated and confusing process.

Medicare is key to affordable health care access for most Americans. First Eagle's Understanding Medicare from A to D seminar guides you through the benefits it provides and explains why it should be considered as part of a comprehensive investment planning strategy.

The goal of the seminar is to help:

• Introduce the program, its coverage and its costs
• Go over the enrollment process, and where and how to start
• Share how to coordinate Medicare benefits with other forms of insurance
• Discuss the resources available to help individuals

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

In appreciation of our clients and community, Fiduciam Financial and our cohost Kimball, Paris & Gugliotti invite you to a complimentary Drive-Up Shred Day, open to clients, friends, family, and the local community.

In appreciation of our clients and community, Fiduciam Financial and our cohost Apple, Koceja & Associates, invite you to a complimentary Drive-Up Shred Day, open to clients, friends, family, and the local community

Join us for our 45‑minute Cybersecurity webinar! This session will provide timely insights into current risks and practical steps to keep your personal information secure.

You will learn the following three actionable takeaways:

• Strengthen your online security with stronger passwords, MFA, and smart password manager habits.
• Protect your personal data using safe browsing practices and secure online shopping behaviors.
• Know what to do if identity theft occurs, including fraud alerts, credit freezes, and reporting steps.

During this webinar, we will:

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

· Explore common reasons why so many families plan in advance

· Review pre-planning versus pre-funding