Events

Our next webinar is in the works—stay tuned!

Join LFA for a 2026 Market Outlook presented by Jeffrey Buchbinder, Chief Equity Strategist at LPL Research.

We will focus on the economic and market backdrop for 2026, including inflation and interest rate trends, equity and fixed income opportunities, and key risks investors should be mindful of. We’ll also discuss how shifts in market leadership and innovation, particularly Artificial Intelligence, are reshaping opportunities and trends across markets and the broader economy. This update is designed to help you cut through the noise and approach the coming year with clarity and discipline.

Join LFA for an informative webinar featuring Bill Cass from Franklin Templeton to break down the recent tax law changes introduced in the One Big Beautiful Bill Act (OBBBA).

We will walk through the key updates, what they could mean for your financial plan, and strategies to help you stay ahead. This session is designed to give you clear, practical takeaways so you can make confident decisions in light of the new rules.

LFA is joined by Chris Dillon from T. Rowe Price to discuss the 2025 Market Outlook, including key opportunities and challenges facing investors today.

We’ll cover timely topics including the health of the economy, inflation trends, interest rate expectations, and the impact of evolving trade policies on markets. The discussion will also explore how technological advancements like Artificial Intelligence are shaping new investment opportunities. With market uncertainty still present, we’ll share strategies to manage risks and help you pursue your financial goals with confidence.

LFA is joined by Drew Mayo from First Eagle to explore how elections affect financial markets.

About one in three investors think the economy will go into a recession within a year if the political party they disagree with gains power in the 2024 elections. Our presentation will look at how elections have historically impacted market returns and provide insights to help you confidently navigate an anticipated period of heightened volatility.

LFA is joined by Chris Dillon from T. Rowe Price to discuss the 2024 Market Outlook.

Our presentation will explore the current opportunities and challenges presented to investors today. We will explore topics ranging from the health of the global economy and likelihood of recession to interest rates and inflation, Artificial Intelligence, and how we can navigate uncertainty to pursue your financial goals.

Are you ready to take control of your cognitive well-being in retirement? Marquette Payton will be your guide providing invaluable insights, practical tips, and easy-to-follow advice on keeping your mind agile as you age. While genetics certainly plays a role, Marquette will empower you with enjoyable strategies to supercharge your mental acuity, ensuring that your retirement is nothing short of fulfilling.

BrainWorks Workbook (pdf)

Marquette's Recommended Apps (pdf)

LFA is joined by Patrick Delaney from T. Rowe Price to discuss How Successful Families Approach Money.

Communicating about finances can be complicated and uncomfortable, so many people hesitate to have these conversations within their family. However, this is a missed opportunity to educate loved ones about financial responsibility while providing a clear vision for how your family views and interacts with personal finances. Patrick will share valuable advice to help empower your family’s financial mindset and communication.

LFA is joined by Kevin Gambale of Fidelity Investments to present timeless insights on behavioral finance. Behavioral finance is an exciting area of research that interconnects money, psychology, and human emotions. Kevin will cover several behavioral biases we each face as investors and how they inform the financial decisions we make. (This webinar was not recorded.)

Presentation Slides (pdf)

LFA is joined by Anastasia Amoroso, CFA from iCapital to discuss the 2023 Market Outlook.

We will review the current state of the economy and explore important topics ranging from inflation to rising interest rates, impact to corporate earnings and the likelihood of recession in 2023. 2022 was the most challenging year for diversified portfolios since the 2008 Financial Crisis. Our presentation will unpack ways to be both defensive and opportunistic for long-term investors.

LFA is joined by Lauren Altman from Golden Path Senior Solutions.

Lauren will share education and information about Medicare and your coverage options. Medicare open enrollment season runs from October 15th – December 7th. This window is your opportunity to adjust your Medicare coverage for the next plan year.

LFA is joined by Damian Eckstein from American Funds to discuss the Midyear Outlook.

2022 has been a challenging investing environment thus far. We will discuss the health of the economy and prospects for future growth as further steps are taken to curtail inflation.

Transforming Social Security into a Winning Retirement Strategy

LFA is joined by Tim Miller from BlackRock to discuss social security basics and claiming strategies to help individuals and couples maximize lifetime income benefits.

Presentation Slides (pdf)

LFA is joined by John Leonard from JP Morgan for a Guide to Retirement webinar. Our presentation will provide an effective framework for evaluating and making wise, life-long decisions that will effectively navigate clients to and through retirement. 

Presentation Slides (pdf)

LFA is joined by Chris Dillon from T. Rowe Price to discuss the 2022 Market Outlook. We explore topics ranging from inflation to rising interest rates, the impact of COVID on the reopening economy, and the future of the global supply chain.

LFA is joined by Chris Hennessey from Putnam Investments to discuss the current tax landscape in 2021, outline various year-end planning strategies, and identify new tax proposals likely to be implemented in 2022.

LFA is joined by Anne E. Wenger from McLaughlin Legal to discuss Estate Planning topics such as trusts, wills, durable powers of attorney, advanced care directives, and key observations from the estates planning field we should all keep in mind as we plan for our futures and legacies.