Events

Join us for an insightful and timely discussion on the current state of the economy and financial markets. In this complimentary session, we’ll break down key trends shaping today’s environment and what they may mean for your financial future.

Led by Russell Price, CFA®, Chief Economist at Ameriprise Financial, this webinar will cover:

• Economic forecasts based on the latest data and analysis
• The current status of financial markets—and where they may be heading
• Key risks impacting markets and consumers, including inflation, global conflict, and trade uncertainty

Whether you’re looking to stay informed or make more confident financial decisions, this session will provide valuable perspectives to help you navigate today’s evolving landscape.

All the cold weather seems to be over and done with, so let’s get outside and enjoy some healthy competition! We want to personally invite you to join members of the Landmark Wealth Group team for an afternoon of friendly pickleball, sunshine, and great company.

Whether you’re a seasoned player or brand new to the game, we’re excited to have you come by and show off your best serve. Feel free to bring a guest – we’d love to see some familiar and new faces on the courts!

Don’t have a pickle partner? Not to worry, we can set you up with a teammate. Best way to do that is to RSVP as soon as you can – completing the questionnaire will help us tremendously as we organize the brackets for tournament play.

We hope to see you there!

Join us for a special cybersecurity awareness event featuring Jeff Lanza, retired FBI Special Agent and nationally recognized speaker on cybercrime prevention. In this engaging and practical session, Jeff will reveal the most common tactics used by identity thieves and cybercriminals—and the simple steps you can take to stay safe. Attendees will learn how to protect their personal information, recognize and avoid modern scams, and secure their devices against evolving digital threats. Whether you join us virtually or at our in‑person viewing party, you’ll leave with actionable strategies to safeguard yourself and your family in today’s online world.

Landmark Wealth Group invites you to an insightful presentation, The Next Generation of Wealth Transfer, led by James Bergeron, Managing Director of Advisor Education at Nuveen.

This complimentary session will explore practical strategies for preparing your heirs, organizing your legacy, and ensuring that your wealth—and your wishes—are passed on with clarity and confidence. Join us to learn how to create a roadmap that protects what matters most for the people who matter most.

The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers.

Summer is here, so let's get outside and enjoy the weather! Join Greg and members of the Landmark Wealth Group Team for an afternoon of friendly pickleball, sunshine, and great company. Whether you're a seasoned player or brand new to the game, we're excited to have you come by and show off your best serve. Feel free to bring a guest - we'd love to see familiar and new faces on the courts! Space is limited so please make sure to RSVP to reserve a spot.