A lot has happened in the first half of 2026 — markets have moved, new tax laws have taken effect, and the planning landscape looks different than it did even a year ago. What does it all mean for you?

Join us for a relaxed, educational session where we'll break down what's going on in the markets, walk through the tax changes that could affect your bottom line, and talk through planning strategies for every stage of your financial life — whether you're growing your wealth, planning for retirement, or already living in it.

We'll cover topics that matter whether you're focused on saving and investing, managing taxes more efficiently, thinking about when and how to retire, or simply making sure your plan still fits where life is taking you.

Whether you're a current client or simply looking for clear-eyed guidance in a noisy world, we'd love to have you join us — and guests are welcome.