Events
Upcoming Events
As passionate communicators and educators, we offer a variety of programs for our clients and community. Participate in nationally coordinated informational sessions with our industry thought leaders, local education programs, client celebrations and special events. Our Focus Connects suite of educational programs includes webcasts, blogs, videos, seminars and more — so you can join us in whatever way you find most engaging.
All Events
-
October 28th, 2026 | 11:00am Central
Virtual
Understanding and Managing Sequence of Returns Risk in Retirement
Why market timing can have a lasting impact on your retirement income plan, plus strategies that may help build resilience through changing market conditions.
-
October 29th, 2026 | 1:00pm Central
Virtual
Quarterly Perspectives: Midterms, Inflation, and AI
Explore what midterm elections, inflation, Fed policy, AI, and U.S. market concentration could mean for investors in our Quarterly Perspectives webinar.
-
November 12th, 2026 | 11:30am Central
Virtual
Business Planning: How to Maximize Value Before an Exit
Exiting a business is often one of the most significant financial events in an owner's life. Yet many business owners wait too long to begin planning, potentially limiting their options and the value they can realize from the transition.
-
November 19th, 2026 | 11:00am Central
Virtual
Year-End Tax Planning: Set Yourself Up for Success in 2027
Make the most of year-end planning opportunities and explore tax-smart strategies before the calendar turns.