Mid-Year Market Update with Mary Ann and Rory

Stay ahead of the market! Join us for the ‘Mid-Year Market Update’ with Mary Ann Bartels and Rory O’Hara and get expert analysis on the latest trends.

#1 Mindset Shift

Are you making yourself a priority? Join Brett and Jen as they share the number one mindset shift you can implement in your life today to bring more purpose, intention, joy, and belonging into your life. Identify how the comparison mindset holds us back and how you can shift to a competitive one. Get ready to bring the energy, share experiences, and leave this session with a proven approach to create big change in your life and THRIVE!

Rest, Eat, Move!

On Target Living is your guide to living a healthy lifestyle through educational resources, keynote speaking, coaching, and superfoods. On Target Living’s methodology is based on their three pillars: REST | EAT | MOVE. They have tools and resources to help individuals experience the power of feeling their best. Join Chris and Geoff as they delve into these topics!

Making Sense of Medicare

Enrolling in Medicare presents itself with plenty of questions – Join Shane and Colin to learn how to Make Sense of Medicare!

Year-End Tax Planning

Social Security, The Choice of a Lifetime

Choosing a Lump Sum Payment vs a Pension

Behavioral Investing

Searching for Yield in a Time of Uncertainty

Investing in Private Markets