Timely conversations for women, families, and business owners who want more clarity, confidence, and direction in today’s changing financial landscape.

Attend one topic that speaks to you — or join us for the full series.

July 22 – Mid-Year Market Update: Staying Steady in a Changing Economy

As we move through the second half of the year, many investors are wondering what recent market activity, interest rates, inflation, economic uncertainty, and global events may mean for their financial future.

Join us for a timely and educational Lunch & Learn designed to help investors, pre-retirees, retirees, and business owners better understand current market themes and the importance of staying focused on a thoughtful, diversified financial strategy.

We’ll discuss:

• • Key market themes investors are watching now
  • Why diversification remains important during periods of volatility
  • Common emotional mistakes investors may make when markets fluctuate
  • Tools and strategies that may help support a more disciplined financial plan
  • What pre-retirees, retirees, and business owners may want to review before year-end

August 5 – Retiring Responsibly: Planning for the Retirement You Envision

Retirement today can look very different than it did for previous generations. Longer life expectancies, inflation, market changes, taxes, healthcare costs, and family responsibilities all affect how confidently someone steps into retirement.

This Lunch & Learn is designed for those approaching retirement, newly retired, or already retired who want to better understand how to create a more thoughtful and sustainable retirement income strategy.

We’ll discuss:

• • What it means to retire responsibly in today’s economy
  • How inflation and market changes may affect retirement income
  • Why retirement income planning is different from simply accumulating assets
  • Common risks that can affect retirees, widows, and surviving spouses
  • Planning conversations to consider before making major retirement decisions

August 26 – The Great Wealth Transfer: What It May Mean for You and Your Family

Over the next several years, trillions of dollars are expected to transfer between generations.

But wealth transfer is not just about inheritance — it is about preparation, communication, tax awareness, family values, business continuity, and making thoughtful decisions before life forces them upon you.

Join us for an educational Lunch & Learn designed to help investors, families, and small business owners better understand the opportunities and challenges that can come with transferring, receiving, or preparing to pass on wealth.

We’ll discuss:

• • Why the Great Wealth Transfer matters now
  • Common mistakes families may make when money, property, or businesses transition
  • How market uncertainty may affect planning conversations
  • Why communication with adult children, heirs, and trusted professionals is so important
  • Steps to consider when coordinating financial, tax, estate, and business planning conversations

September 16 — Life Transitions and Financial Decisions: Planning with Clarity Through Change

Life can change quickly. Retirement, widowhood, divorce, caregiving, health concerns, selling a business, stepping away from work, or helping adult children can all create important financial decisions that deserve thoughtful attention.

This Lunch & Learn is designed to help women, families, and business owners better understand how major life transitions can affect their financial picture — and why planning ahead can help create more clarity, confidence, and direction during times of change.

We’ll discuss:

• • Common life transitions that may require a financial review
  • Why retirement, widowhood, divorce, caregiving, and business changes can affect financial decisions
  • Planning conversations to consider before a major transition happens
  • How family responsibilities and adult children may factor into financial planning
  • Why having a coordinated financial, tax, legal, and estate planning conversation may be important

October 14 — What Will It Cost and How Will You Pay? 

A Conversation About Care, Family and Your Retirement

Planning for retirement is about more than investments and income. It also means thinking 

ahead about the unexpected — including what may happen if you or someone you love needs ongoing care later in life. 

Join Cheri Blair for an educational Lunch & Learn focused on how future care needs may fit into your overall retirement plan — and the different ways individuals and families may prepare financially for those costs. 

We’ll begin with a brief market and retirement update, including some of the economic and interest-rate developments investors may want to keep in perspective as we move toward year-end. 

From there, we’ll explore questions many families eventually face:

• • What might different types of ongoing care cost? 
  • What does Medicare generally cover and what does it not cover? 
  • How could future care needs affect your retirement savings, spouse, or family? 
  • What are some of the different ways care may be funded? 
  • How might self-funding, traditional insurance, life insurance with care benefits, annuity-based strategies, or other asset-based approaches fit into a broader retirement plan? 
  • Why can planning before care is needed provide more choices

There is no single approach that is right for everyone. The goal of this conversation is to help you better understand the options available and begin thinking about how potential care needs may fit into the retirement plan you already have — or the one you are continuing to build. 

Wednesday, October 14, 2026 

11:30 a.m. – 12:30 p.m. 

Complimentary Lunch 

Carlsbad, California 

Space is limited. Advance RSVP required.