Webcasts

With volatility resurfacing in April and policy dynamics continuing to evolve, the second half of the year is shaping up to be eventful. Brad Long and Rob Lowry revisit our 2025 themes: Fragility, Durability and the Age of Alpha, through the lens of current market conditions and explore what we believe matters most in the second act of the year. Watch now for a timely mid-year update on markets, policy and portfolio positioning.

Market volatility has stirred fresh questions about what lies ahead. Brad Long and Rob Lowry weigh in on how recent shifts in economic policy could shape the economy, influence the markets and inform portfolio positioning going forward.

Are you fully leveraging the retirement benefits and tax advantages available to your firm? Cash balance plans can be a game-changer for professional service firms, offering significant tax savings and accelerated retirement savings potential.

Firm Partners Kate Pizzi and Brian Carlson discuss:
• The mechanics of cash balance plans
• Who can benefit the most
• Essential considerations for implementation

Whether you are part of a law firm, medical practice, accounting firm, architectural firm, etc., this webinar may help you gain valuable insights for optimizing your retirement strategy.

Start the new year strong with a fresh perspective on your financial goals. Nick Breit, Partner and Director of Financial Planning, Mike Emerson, Partner and Sabrina Bailey, CEO provide a concise and insightful overview of our 2025 Financial Planning Guide, designed to help you navigate the year ahead with confidence. Key topics for discussion include:

·       Tax & Charitable Planning

·       Retirement Planning

·       Estate Planning

·       Insurance Planning

Sabrina Bailey, CEO and Brad Long, Chief Investment Officer provide our annual capital market forecast and 2025 outlook. This informative webcast covers:

• Three themes shaping our 2025 positioning: market fragility, portfolio durability and the age of alpha
• Updated capital market forecast including return expectations and risks
• A brief update on Fiducient Advisors

Andrew Lendnal, Scott Boulton and Chad Tischer discuss how a holistic financial wellness program can help transform your workplace. This session addresses:

• Personalized strategies to engage employees at all levels, from entry-level to executives

• Leveraging AI, digital tools and coaching to drive sustained participation and outcomes

• Utilizing data-driven insights and reporting to help you better understand participant needs and optimize your wellness strategy

• A streamlined rollout process to seamlessly integrate financial wellness into your existing benefits