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Webinars

Videos Webinars

Markets & Mindset – July 2026
- Lane M. Jones
- Marcos A. Segrera
Lane Jones, Principal and Chief Investment Officer, and Marcos Segrera, Principal and Wealth Manager, help you make sense of what’s happening in today’s markets — and how to stay focused on what matters most.
Videos Webinars

Financial Planning to the Rescue During Times of Uncertainty
- Katherine Sojo
- Roxanne Alexander
Videos Webinars

How Will the Upcoming Election Affect My Portfolio?
Videos Webinars

Annual Gift Exclusion
- Michael Walsh
Retirement Planning Tax Planning Videos Webinars

Money Minutes: Roth IRA Distributions
- Marcos A. Segrera
Money Minutes: Information to help you live a better financial life.