Webcasts

Brad Long, Chief Investment Officer and Chris Maxey, Chief Market Strategist, provide an in-depth look at key market and economic developments shaping returns early in the year. This informative live session covers:

• Capital market forecasts including the impact from rising geopolitical tensions and the rapid rise of AI
• What the Supreme Court’s tariff ruling means for inflation, interest rates and growth expectations
• A look ahead – key risks, themes and considerations for the remainder of 2026

Set the tone for a successful year by aligning your financial goals with smart strategies. Nick Breit and Altan Wuliji share practical insights from our 2026 Financial Planning Guide, your roadmap to navigating the year ahead.

Key topics for discussion include:
· Tax & Charitable Planning
· Retirement Planning
· Estate Planning
· Insurance Planning

Brad Long provides an in-depth look at the key themes shaping portfolios in 2026, from tempered return expectations to strategic positioning in a changing market. This informative webcast covers:

• Three themes shaping our 2026 positioning
– AI playbook
– Navigating valuation
– Noise resistance
• Updated capital market forecast including return expectations and risks

Michael Sustarsic, CFA and Sean McCaffery, CFA, offer a timely and insightful discussion exploring how private assets are helping reshape the future of retirement planning. As DC plans evolve to meet the needs of modern participants, incorporating private equity, credit and real assets offers new opportunities and new challenges.

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