Events
Quarterly Market Update
Our Outlook and Analysis on Markets
Wednesday, October 28, 2026
12:00pm
Topics to be Discussed:
- ELECTION impact on markets
- Impact of INTEREST RATE moves
- Outlook on the AI BUILDOUT
- IRAN and other geopolitical concerns
Speakers:
Matt Fry, CFP®
Austin Fitch, Horizon Investments
An "Alternative" Way to Invest
How Private Credit Works
Thursday, November 12, 2026
12:00pm
Topics to be Discussed:
- What is an alternative investment?
- How does it generate more income for me?
- What are the drawbacks/risks?
- Why would I want to use it?
Speakers:
Nathan Shelton, CFP®, CKA®, MBA
Paul Nardozzi, Forum Investment Group
Brian Kruser, Blue Owl Capital
Estate Planning Strategies
Documents, Trusts, and Medicaid Made Clear
Tuesday, December 8, 2026
12:00pm
Topics to be Discussed:
- When to use a trust
- Who to list as a trustee
- What documents you need to ensure it is easy for your kids
- How to protect your assets
- Things to avoid to save on fees and taxes
Speakers:
Nathan Shelton, CFP®, CKA®, MBA
Gina Eisenhut, Sprunger and Sprunger
Allison Sprunger, Sprunger and Sprunger