Register for Our Upcoming Quarterly Client Webinar

Please join us Friday, October 30 at 12:00 PM ET for our "Q3 2026 in Review & What Investors Can Expect Next" webinar.

Our agenda for this quarter's webinar includes:

  • Q3 Market Commentary: Ed O'Gorman, MBA, CFA®

    • Equity and Bond Market Performance, Market Concentration, AI Trends, Mid-Term Elections and Earnings

  • Economic Update: Debbie Hippensteel, MBA

    • GDP, Inflation, Federal Reserve, Labor Market and State of the Consumer 

  • Year-End Planning: Heather Rivas, CFP®

    • Tax Strategies, Roth Conversions, Distributions and Upcoming Changes in 2027

If you would like to participate in the live webinar on October 30, please click here to register. You will receive a confirmation email within one business day of registering.

Taylor Schultz