Recent Event: The Washington Update

Year-End Planning & Election Update with Jeff Bush.

Political and financial correspondent Jeff Bush of The Washington Update provided a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies to help you keep your financial goals on track.

Other Events You May Be Interested In

Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

2025 Market Outlook: Happenings - Monday, January 27th at 6:30 pm

ARE WE APPROACHING A STOCK MARKET BUBBLE? A Good Financial Plan Can Make the Difference You are cordially invited to a discussion on whether the stock market is approaching bubble territory that could potentially impact your investments and your retirement income. Other topics include: falling interest rates, the effect of the election results on your portfolio, and will artificial intelligence continue its market dominance? Let us help you prepare for uncertainty. Complimentary meal provided.

2025 Market Outlook: Hyatt Place - Tuesday, January 28th at 12 pm

ARE WE APPROACHING A STOCK MARKET BUBBLE? A Good Financial Plan Can Make the Difference You are cordially invited to a discussion on whether the stock market is approaching bubble territory that could potentially impact your investments and your retirement income. Other topics include: falling interest rates, the effect of the election results on your portfolio, and will artificial intelligence continue its market dominance? Let us help you prepare for uncertainty. Complimentary meal provided.

2025 Market Outlook: Southern Kitchen - Tuesday, January 28th at 6:30 pm

ARE WE APPROACHING A STOCK MARKET BUBBLE? A Good Financial Plan Can Make the Difference You are cordially invited to a discussion on whether the stock market is approaching bubble territory that could potentially impact your investments and your retirement income. Other topics include: falling interest rates, the effect of the election results on your portfolio, and will artificial intelligence continue its market dominance? Let us help you prepare for uncertainty. Complimentary meal provided.