Webcasts

The Big Picture: Navigating Fed Policy, International Markets and Slowing Growth

Monetary policy moves back toward an accommodative stance as US labor markets show signs of weakness. Meanwhile, international equities forge ahead as trade policies begin to settle into place. Brad Long and Rob Lowry provide an update on capital markets, implications for investments and a preview of 2026 as our gaze shifts to the turning of the calendar.

Curious about what’s changing with Medicare this fall? Ari Parker, Co-Founder and Head of Medicare at Chapter, and Nick Breit from Fiducient Advisors cover the essential Medicare rules you need to know for upcoming open enrollment. Whether you’re planning for yourself or advising clients, this session will help you stay ahead of the curve.

Discussion topics will include:
• New Medicare changes for 2026, including how to save money
• Why reviewing your Medicare coverage this year is more important than ever
• How to take your first step towards Medicare if you’re approaching Medicare eligibility

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