Protecting Your Digital Footprint

Join us for a Webex call presented by Federated Hermes Regional Consultant Tim Halberg, CIMA®, where we will discuss:

• What incorporates your digital footprint.
• The legal side of protecting your online presence.
• The best practices to protect your digital assets.

Second Quarter Market Update

Join us for a Webex call presented by Lord Abbett’s Investment Strategist Don Annino CFA CIPM, where we will discuss:

• The first quarter of 2026.
• Events & topics that are shaping the rest of 2026.
• Possible opportunities over the next quarter.

The Psychology of Investing

Join us for a Webex call presented by BlackRock’s Director of Market & Portfolio Insights Mark Peterson where we will discuss:

• The behaviors of successful investors.
• The benefits of long term investing.
• Strategies to help you become a more disciplined investor.

Exploring the AI Landscape

Join us for a Webex call presented by T. Rowe Price’s Investment Specialist Ryan Gemmell, CFA® where we will discuss:

• The evolution of AI & its real world uses.
• The current “AI Bubble”.
• Different ways to invest in the AI supply chain.

Drivers & Disruptors - A 2026 Economic Outlook

Join us for a Webex call presented by RBC’s own Lindsay Strickland (Senior Portfolio Advisor) where we will discuss:

• The economic factors that defined the 2025 market environment.
• The 2026 forecast and where the best investment opportunities may lie.

Maximizing Your Benefits - Understanding Social Security (Afternoon Call)

As you approach retirement, understanding Social Security is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Social Security benefits.

• Changes to Social Security and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Social Security (Noon Call)

As you approach retirement, understanding Social Security is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Social Security benefits.

• Changes to Social Security and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Medicare (Afternoon Call)

As you approach retirement, understanding Medicare Benefits is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Medicare benefits.

• Changes to Medicare and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Medicare (Noon Call)

As you approach retirement, understanding Medicare Benefits is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Medicare benefits.

• Changes to Medicare and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Social Security (Noon Call)

As you approach retirement, understanding Social Security is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Social Security benefits.

• Changes to Social Security and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Social Security (4PM Call)

As you approach retirement, understanding Social Security is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Social Security benefits.

• Changes to Social Security and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Social Security (Noon Call)

As you approach retirement, understanding Social Security is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Social Security benefits.

• Changes to Social Security and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Medicare (4PM Call)

As you approach retirement, understanding Medicare Benefits is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Medicare benefits.

• Changes to Medicare and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Medicare (Noon Call)

As you approach retirement, understanding Medicare Benefits is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Medicare benefits.

• Changes to Medicare and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Social Security (4PM Call)

As you approach retirement, understanding Social Security is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Social Security benefits.

• Changes to Social Security and how it could impact your planning.

• Tips for planning your retirement effectively.

Maximizing Your Benefits - Understanding Social Security (Noon Call)

As you approach retirement, understanding Social Security is more important than ever. Join us for a brief Webex call where we will discuss:

• How to maximize your Social Security benefits.

• Changes to Social Security and how it could impact your planning.

• Tips for planning your retirement effectively.

Psychology of Investing

Please join us for a conference call with guest speaker, Mark Peterson- Director on the Market & Portfolio Insights team, at BlackRock. We will be covering key market insights, the psychology of investing, and strategies for navigating tariffs and today’s challenges.

• Psychology of Investing: Understanding and managing emotional biases in investment decisions.
• Market Overview: Current market trends, analysis, and key indicators.