Seminars and Presentation Material

Welcome to our seminar materials page, where you can access a wealth of resources from our past and upcoming seminars. This page is designed to provide attendees and interested individuals with comprehensive access to presentation slides, handouts, recordings, and additional resources shared during our seminars. Whether you're looking to revisit key insights, catch up on missed sessions, or prepare for an upcoming seminar, you'll find everything you need conveniently organized here. Explore, learn, and stay informed with our seminar materials!

Tax Planning Webinar: The Washington Update

Our business is built on a foundation of thoughtful client relationships.

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2025 Client Dinner

In the seminar, we unpacked key provisions of the “One Big Beautiful Bill” and explored how recent legislative changes may affect education planning, business strategy, and personal tax efficiency. Click the link below to watch!

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. No system or financial planning strategy can guarantee future results. Cetera does not offer direct investments in gold (commodities). Commodities are volatile investments and may not be suitable for all investors.

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2026 Cetera Market Outlook

Click the link below to view the 2026 Cetera Market Outlook

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Client Centered

Wondering how new tax changes might affect you? The “Big Beautiful Bill” introduces updates to deductions, estate exclusions, and even creates new ways to save for your kids. These highlights help you stay ahead with smart, timely planning.

Click HERE to listen to a recording of our "Big, Beautiful Bill" seminar from 8/4/2025

Click HERE to View Accompanying Presentation Slides

View the Presentation through the link below

Investor Market Update

Quarterly Market Update

Key Takeaways

Markets: Stock prices and bond yields went up in the first quarter. This is partly due to strong momentum and easier financial conditions.

Economy: People are still spending a lot, which is helping the US economy grow, but it’s starting to show signs of slowing down. Inflation is still a problem, and it could be hard to bring it down further without slowing the economy even more.

Investments: Most global stocks did well in the first quarter, with the US doing the best. Some international stocks haven’t priced in all the good news yet, so they might look like a good investment.

Valuations: Corporate earnings seem to be improving, and investors are hopeful that earnings will keep growing. However, big surprises may be rare because the market isn’t very volatile and stock prices are already high.

Fidelity Webinar

Annual Client Dinner 2024

This seminar will give insight into opportunities in equity income, touching on topics such as inflation, dividends, and equity markets.

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OPPORTUNITIES IN EMERGING MARKETS

Elle Wu from Thornburg to discuss Global Resilient Investing.

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THE POWER OF GLOBAL DIVIDENDS:

This seminar will give insight into opportunities in equity income, touching on topics such as inflation, dividends, and equity markets.

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2023 Annual Client Dinner

Global Resilient Investing. We will have Bill Cass speaker, and director from Putnam Investments and Suzanne Franks, MBA, Associate Portfolio Manager from First Eagle Investments and Elle Wu, Speaker, and Portfolio Manager from Thornburg Investments joining us.

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