Events

Join our first speaker of 2026, Vice President of Capital Market Strategy for Fidelity Investments, Bradford Pineault, CFA®.

During this complimentary session, we’ll provide a market summary addressing some of the current progress and trends, talk about the economic and macro backdrop, as well as provide insights on asset markets and long-term investing themes.

Start your year off with the insights needed to help your financial strategy and planning.

Are you ready to take control of your financial future and create a vision for lasting prosperity? Join Kuttin Wealth Management for an exclusive session: Your Prosperity Picture, presented by Practice Engagement Specialist, Amanda Lambert, with Invesco Global Consulting.

During this interactive event, you’ll learn how to:

• Create your vision for financial success
• Know where you are today
• Design your personalized plan
• Make it happen with actionable steps
• Enjoy the journey toward abundance

This is more than a financial workshop—it’s an opportunity to align your goals, values, and resources for a prosperous future.

Retirement is often portrayed as the ultimate reward—but the reality is far more complex. Join us for an insightful session with Christopher Gowe, Division Manager at Columbia Threadneedle Investments.

What you’ll discover:

• Why retirement is one of life’s most stressful transitions
• The hidden emotional and social challenges retirees face
• How to avoid common miscalculations
• Practical strategies for thriving—not just surviving—in retirement

This is not your typical financial talk. We’ll explore the personal, psychological, and lifestyle factors that shape a successful retirement—beyond dollars and cents.

Join us for an exclusive webinar presented by Timothy Mccleerey, Private Wealth Advisor at Kuttin Wealth Management as he shares insights on key real estate trends, smart investing tips, and ways to help family members with home purchases—all while keeping your financial goals on track.

In this 45-minute session, we will share:

• Current U.S. Real Estate Market
• Real Estate Investing Considerations
• Helping Family Members with Home Purchases
• How Advisors Can Help

Whether you’re buying your first home, refinancing, or exploring investment properties, this webinar will give you actionable insights to make informed decisions.

Kuttin Wealth Management is excited to invite you to our 45-minute, Guide to the Markets webinar presented by Stephanie Aliaga, Global Market Strategist on the J.P. Morgan Asset Management Market Insights Team.

During this complimentary session, we’ll share insights on today’s most critical economic and investment topics. We’ll discuss the economic landscape and outlook for the current year, as well as key drivers and trends taking place in the markets.

Kuttin Wealth Management invites you to an informative session: Understanding Medicare from A to D

Leonardo will guide you through the essentials of Medicare—Parts A, B, C, and D—helping you understand coverage options, costs, and key considerations for your retirement planning.

• Understand Medicare basics

• Understand Medicare coverage and costs

• Describe Medicare drug coverage: Part D

• Identify the differences between Original Medicare and Medicare Advantage

• Summarize Medicare coordination benefit rules

This is a great opportunity to gain clarity on Medicare and ask questions in real time.

Kuttin Wealth Management is excited to invite you to our 45-minute, Artificial Intelligence – Coming to Life webinar presented by Michael McNurney, Executive Director, Investment Specialist at Janus Henderson Investors.

Michael will share perspectives on exploring one of the most transformative forces shaping our world today—Artificial Intelligence (AI).

This session, based on insights from Janus Henderson’s Artificial Intelligence Coming to Life, will cover:

• The Evolution of AI – From early concepts to generative AI and agentic systems
• Why AI Matters for Investors – How AI is becoming the biggest productivity and economic multiplier in history
• Investment Implications – Key sectors and companies positioned to benefit from AI adoption
• Risks and Opportunities – Understanding societal, privacy, and geopolitical challenges -Future Outlook – Breakthroughs in reasoning, multimodal AI, and quantum applications

We invite you to our 45-minute,“Long Term Care: What You Need to Know” webinar presented by Anthony Johnson, Financial Advisor, here at Kuttin Wealth Management.

Planning ahead helps protect your quality of life, financial security, and reduces the burden on loved ones. This session will give you the knowledge and strategies to make informed decisions about your future care needs.

What You’ll Learn:

• What long-term care (LTC) is and why planning matters
• The rising costs of care today and in the future
• Key statistics: Nearly 70% of older adults will need LTC
• Options for funding care: government programs, self-funding, and insurance
• Types of LTC insurance: traditional, hybrid, and life insurance riders
• When to start planning and why waiting can cost more

Kuttin Wealth Management is excited to invite you to our 45-minute, “Retain Your Brain” webinar featuring John Diehl, CFP®, CLU®, ChFC®, Senior Vice President, Applied Insights at Hartford Funds.

Join us for an engaging session on how to keep your brain sharp and healthy as you age. Discover science-backed strategies to improve memory, manage stress, and boost productivity—so you can stay at your best for years to come.

Key Takeaways:

• Why your brain’s age may differ from your chronological age
• The critical role of lifestyle in brain health
• Practical steps to “age-proof” your brain, including sleep, diet, exercise, and stress management