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 virtually on Zoom to hear our thoughts on current events, economic trends, financial planning topics and more.  We're excited to offer this forum where we can keep you more frequently informed about the strategic moves we're making in our portfolios and financial plans. These meetings are intended to fit within your lunch break and provide frequent inside looks into the work of our wealth management team.

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.

The waiting room will open at 12:00pm and the presentation will begin promptly at 12:15pm. 

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

Global Tensions, Surging Oil – What It Means For Your Portfolio

Hosted by William Urbanik, MBA with special guest Gus Engel of Fidelity Investments

Bill and Gus will break down the escalating situation in Iran, the surge in oil prices above $110–$120 per barrel, and what it means for markets, inflation, and Federal Reserve policy.  As always, we’ll connect global headlines to real portfolio decisions—cutting through noise to help you understand how we’re navigating this evolving environment.

Life Insurance: What You Really Need To Know (Before You Buy Anything)

Hosted by Jessica Geary, CFP® with special guest Elliot Coplin of Crump Life Insurance Services 

Do you actually need life insurance? The answer isn’t one-size-fits-all. Jess and Elliot will break down how to think through your real need for coverage—and how to determine not just some coverage, but the right amount for both the short and long term.

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.