Live Webinar for Individuals & Families

2026 Planning and Investing Outlook

Thursday, January 22nd

12:00 PM ET

 

We'll cover...

  • Planning priorities for the year
  • Upcoming tax changes from the One Big Beautiful Bill Act
  • Managing portfolio concentration
  • Market opportunities and risks

Unable to attend?

You can still register and we'll send you the recording once it's available.

Register now

Webinar Overview

The year ahead will bring change in tax rules, markets, and planning considerations. Your financial plan should adapt right along with it, keeping a disciplined approach to managing your wealth.

In our Annual Outlook webinar, we’ll take a step back from headlines and focus on the decisions that matter most for individuals and families, so you can approach the year with financial confidence and perspective.

Speakers

chris-petrosino-headshot

Christopher Petrosino, CFA®

Head of Investments, Wealth Management

cathy-pereira-headshot

Cathy Pereira, CFP®, CDFA

Senior Financial Consultant

dana-vosburgh-headshot

Dana Vosburgh, CFP®

Managing Director, Advisory Services

Who we are

Our team has been helping clients reach lifelong goals for 50 years. We provide comprehensive wealth management solutions that fully integrate investments, advisory, and financial planning for people and organizations just like you.

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We can help

Financial planning can be overwhelming. We can help. Take the first step by requesting a complimentary consultation with a member of our team. We'll discuss your goals, strategies to reach them, and develop a financial plan that's just right for you.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.