As the year comes to a close, it’s a good time to take a step back and review your plan. Join us for a practical conversation covering the key financial planning items to consider before year-end, including Required Minimum Distributions, tax planning opportunities, charitable giving, retirement contributions, beneficiary designations, and estate planning.

We’ll begin with a brief update on the current market and economic environment, followed by a discussion of the year-end planning decisions that may help you make the most of your financial strategy.

Whether you’re approaching retirement, already retired, or simply looking ahead, this seminar will provide a helpful framework for reviewing your finances and preparing for the year ahead.

Missed our recent webinar? We've got you covered. Market volatility can be unsettling, but having a plan can help you feel better about your financial decisions through uncertain times.

In this educational webinar, Somnio Wealth Financial Advisor Cayman Menard discusses today's market environment and shares practical strategies for staying focused on what matters most.

If you couldn’t join us live, you can now watch our recent webinar One Big Beautiful Bill Act (OBBBA) Webinar for Young Investors on demand.

In this session, our team breaks down how the OBBBA impacts those just starting their investment journey. From changes to contribution limits and tax rules to smart strategies for growing your 401(k), this webinar helps you understand how to take advantage of new opportunities to build long-term wealth.

Our OBBBA for Retirees webinar is now available to watch anytime.

If you’re retired or preparing for retirement, this session walks through the key updates introduced by the One Big Beautiful Bill Act (OBBBA) - including new rules for required minimum distributions (RMDs), Roth conversions, and estate planning. Learn how these changes could affect your income strategy, tax planning, and legacy goals.