Join us at our next event.

Learn how proactive lifestyle choices can safeguard your brain health and financial future in this engaging webinar with Bill McManus from Hartford Funds. With nearly 20 years of experience, Bill is known for simplifying complex strategies, empowering financial professionals and their clients, and offering actionable insights on investment strategies and future-focused planning. Featured in "The Wall Street Journal", "Barron’s", and on Bloomberg Radio, Bill is a sought-after thought leader in the industry. This is a talk you won't want to miss!

Join us for our annual State of the Markets update, where guest speaker Kewjin Yuoh will share essential insights into the economy, interest rates, inflation, and how the Trump presidency could shape the year ahead.

Planning for college doesn’t have to be overwhelming. Jack Evans and Brett Clark will cover strategies for saving, budgeting, and navigating the costs of higher education with confidence.