September 25, 2026
THANK YOU FOR JOINING US
J.P. Morgan Economic & Market Update
Hosted by David J. Matarese
Thank you to everyone who joined us for today’s insightful virtual presentation with J.P. Morgan’s Bill Manegio.
We had a successful event and appreciated the opportunity to discuss the major economic and market developments that have shaped 2026 so far, including key trends, risks, and opportunities that may influence the markets through the remainder of the year.
Couldn’t attend or would like to watch the presentation again?
Please see the link below to access the recording of today’s webinar:
https://janney.webex.com/janney/ldr.php?RCID=f3c86c66d186ff4391a4637c6698936e
Thank you again for your participation. We hope you found the discussion informative and valuable.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 12, 2026
Honored to attend the J.P. Morgan Active Fixed Income ETF Conference at the iconic New York Stock Exchange and take part in the Closing Bell Ceremony.
It was a great opportunity to connect with industry leaders, discuss the evolving fixed income landscape, and gain valuable insights into active ETF strategies shaping today’s markets.
A memorable experience standing on the NYSE floor and celebrating the innovation and growth happening across the ETF industry.
Thank you to J.P. Morgan and the NYSE for hosting such an outstanding event.
#NYSE #ClosingBell #ETF #FixedIncome #AssetManagement #Investing #CapitalMarkets #JPMorgan #ActiveManagement #Finance
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 31, 2026
The Annual Policy Pulse
Register now for our next PlanWise webinar, The Annual Policy Pulse, featuring Lance Schoening, Director of Policy-Government Relations at Principal Financial Group®️.
Lance will cover critical updates on SECURE 2.0 Act provisions taking effect in 2026 and how recent elections could influence future retirement legislation. You won’t want to miss this! Click the link to register now.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
November 07, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Couldn't attend our recent PlanWise webinar? No problem—click below to watch the full recording.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 10, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Register now for our next PlanWise webinar, The Guide to Retirement: Understanding Employee Planning Decisions, featuring Sharon Carson, Executive Director at J.P. Morgan.
Learn key strategies around deferral momentum, retirement paycheck planning, and Social Security choices. You won’t want to miss this! Click the link below to register now.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
August 06, 2025
The One Big Beautiful Bill Act: How It May Impact You
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.
May 06, 2025
You’re Invited! Join us for an exclusive Fireside Chat with Kristine Lilly, a legendary athlete and expert on effective teamwork!
Kristine will share valuable insights from her remarkable career, offering lessons on leadership, collaboration, and success that you won’t want to miss.
Register here:
https://janney.webex.com/weblink/register/rb4dfc3c4a2b383ee3054f7ad89b9c8eb
#Teamwork #Leadership #FiresideChat #KristineLilly #AthleteInsights #Collaboration #Webinar
February 07, 2025
An Important Update on Social Security Benefits
The Social Security Fairness Act increases benefits for millions of individuals, but it may also affect your taxes and Medicare costs. Learn what this means for your retirement plan.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
