We host at the Endgame Lounge.

Join Steve for an educational discussion of alternative investments and the role they may play within a broader financial plan. The conversation will cover key due-diligence questions, trade-offs, liquidity considerations, and why suitability depends on an individual's goals and circumstances.

Join Jaden for an educational discussion of opportunity zone investing. Attendees will review the basic structure, timing considerations, potential tax implications, and the questions to raise with qualified tax and legal professionals before evaluating an opportunity.

Join Corey for an educational discussion of options strategies and the planning considerations that surround them. The session will focus on how risk, liquidity, tax treatment, time horizon, and an individual's circumstances can affect whether any approach is appropriate.

An evening of bingo, conversation, and professional networking at the Endgame Lounge. Bring a guest, meet local professionals and neighbors, and enjoy a relaxed setting designed for connection rather than a formal presentation.

Join Steve for an educational overview of required minimum distribution basics. The conversation will cover common timing questions, account coordination, tax considerations, and the importance of reviewing distribution decisions alongside a household's wider plan and professional tax guidance.

Join Michael Reynolds for a hosted JP Morgan market update. The session will provide an educational overview of current economic and market themes, with time for attendees to consider how changing conditions may relate to their own planning questions.

Join Corey for an educational discussion of tax-aware planning considerations. Attendees will explore how income, account types, charitable goals, estate considerations, and changing tax rules can create trade-offs that merit coordination with a qualified tax professional.

Join Steve for an overview of the family-office-lite model and the value of coordinating financial planning, tax, estate, insurance, and business decisions. The session will focus on the questions that can help households and business owners identify where separate decisions may need closer alignment.

Join Jack for an educational overview of financial planning basics. The session will cover how cash flow, savings, risk management, taxes, estate documents, and long-term goals fit together, along with the trade-offs that can arise as priorities change.

Join Jack for an educational discussion of retirement income planning. Attendees will consider how spending needs, taxes, healthcare costs, liquidity, market volatility, and legacy goals can interact when evaluating retirement decisions with a qualified professional.