Register for By Your Side Chats

By Your Side Chats

Take a break from the media and stay informed directly from a steady and reliable source – your own wealth management team. Between your Financial Physical meetings, join us for live webinars that keep you regularly updated about the strategic moves we're making in our portfolios and financial plans.

At the beginning of the month, hear from William Urbanik, MBA on how current hot topics relate to the market and economy, and their impact on our portfolio management. Join Jessica Geary, CFP® mid-month for deeper dives into financial planning topics and the planning strategies we are implementing for our clients.

Registration is required for access to the Zoom webinars -- follow the registration buttons below to sign up for each upcoming session.

Wednesday, September 2, 2026 at 10:00am EST

Income, Opportunity & Preservation: Staying Invested When Markets Get Volatile

Hosted by William Urbanik, MBA with special guest John Alberston from JP Morgan Asset Management

Markets are near record highs, AI continues to drive investor enthusiasm, and traditional bonds haven’t always delivered the stability investors expected. So where can investors find opportunity, income and a measure of preservation when volatility rises?

On our next By Your Side Chat, we’re joined by John Albertson, Vice President/Client Advisor with J.P. Morgan Asset Management, to discuss today’s market environment and the vital role income can play during periods of heightened volatility. We’ll explore dividends, innovative income strategies, downside hedging and tax-aware approaches—and how generating consistent income can potentially help stabilize portfolios while allowing investors to remain invested, prepared and continuously opportunistic as markets evolve.

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Wednesday, September 16, 2026 at 10:00am EST

Preserving What Matters: A Guide to Long-Term Care Planning

Hosted by Jessica Geary, CFP® with special guest Rick Stewart, Vice President of Long-Term Care from Crump Life Insurance

Long-term care planning is more than a checkbox—it is a way to preserve your independence, loved ones, and legacy. In this By Your Side Chat, Jessica Geary and Crump’s Rick Stewart explain how to assess care costs, compare self-funding with insurance solutions, and navigate policy details such as inflation hedging and benefit types. Learn why planning matters, which options may fit your plan, and how a strategy can help prepare for care as the need arises.

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The opinions voiced in these meetings are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult a qualified professional prior to making a decision.

Any By Your Side Chat Special Guests and their affiliated companies are not affiliated with or endorsed by LPL Financial or SecondHalf Coach Wealth Management.

Individual tax and legal matters should be discussed with your tax or legal professional.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.