Educational Videos
2026 Midyear Market Outlook
Stay informed with our 2026 Midyear Market Outlook. In this video, our advisors discuss key economic trends, market performance, and the opportunities and challenges shaping the second half of the year. Gain timely insights to help you make informed financial decisions with confidence.
Q2 2026 – The Basics of Social Security
Planning when and how to claim Social Security can have a significant impact on your retirement income. In this webinar, Michael Lynch of Hartford Funds explores key factors to consider, including the effect of filing age on benefits, how working in retirement may impact payments, tax implications, and the differences between individual, spousal, and survivor benefits. Attendees will gain practical insights to help make informed Social Security decisions as part of a personalized retirement strategy.
Q1 2026 – The Cost of Failing to Plan– Julian Gray Associates
This webinar provides an emphasis on the importance of proactive estate and long-term care planning and outlines the financial, legal, and emotional consequences of failing to prepare.
