A “Morning at Sunrise” is our ongoing, educational series aimed at maintaining and enhancing financial awareness. This informal, interactive gathering is used to discuss current financial events and the implications on your investments, financial plan, tax situation, or estate plan.
Next Event: February 13, 2020 (Thursday) at 8AM, Noon, and 4PM.
Topic: “SECURE Act and the Markets in 2020”
We will explore the implications of the SECURE Act, the largest piece of retirement legislation in over a decade. Additionally, we’ll examine market conditions as we head into the New Year.
RSVP: Reserve your spot by sending us an email to firstname.lastname@example.org or by giving us a phone call (913.681.0215). Please be sure to designate your preferred session (#1 – 8AM, #2 – Noon, or #3 – 4PM).
PREVIOUS DISCUSSION TOPICS
- Examining Market Conditions
- Looking Back at 2018, Looking Ahead to 2019
- Market Recap and Outlook
- Business Valuation
- Tax Reform
- Understanding Your Investments
- Financial Tips for Young Professionals
- Social Security and Your Retirement
- Financial Lessons From Sports
- Investing and the Human Brain
- Politics, Policy & the Markets
- After the Brexit Vote: What’s Next
- Financial Tips For Young Professionals (PDF)
- DOL’s Fiduciary Rule (PDF)
- State of the Markets (PDF)
- Market Risks & Portfolio Construction (PDF)
- How Monetary Policy and Currency Valuation Affect Your Investments (PDF)
- Trustee Roles & Responsibilities (PDF)
- Third Plenum – China (PDF)
- High Frequency Trading (PDF)