2026 Annual Client Dinner/Navigating the Future

For those who would like to revisit the key takeaways from our “Navigating the Future” client dinner, videos reviewing the presentations shared during the event are now available to watch.

Please click below to see the presentations from the evening.

Navigating Social Security-Franklin Templeton

Jake Gremza goes over social security and retirement planning

Watch Here

Meeder Quarter 3 Market Review

Angelo Manzo goes over the Third Quarter Meeder report on the market and its current patterns.

Watch Here

All that Glitters is Not Gold?-First Eagle

Max Belmont goes over Golds role as a potential hedge.

Watch Here