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, October 21, 2026 at 10:00am EST

Bridging the Healthcare Gap Before Medicare

Hosted by Jessica Geary, CFP® with special guest Allison Clayton of Insurance Services, LLC

During this By Your Side Chat, Jessica Geary, CFP® and Chief Planning Officer, is joined by Allison Clayton of Insurance Service to explore the healthcare considerations that can arise between retirement and Medicare eligibility. Together, they’ll discuss potential coverage options such as COBRA, spousal coverage and Pennsylvania’s Pennie marketplace, along with how income changes, HSAs, Roth conversions and retirement withdrawals can affect the bigger picture. The conversation offers practical perspective for anyone beginning to think about retiring before Medicare age and wanting to understand the healthcare piece as part of their overall retirement plan.

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Wednesday, November 4, 2026 at 12:00pm EST

The Election Results are in!

Hosted by William Urbanik, MBA

The votes are in, the headlines are rolling, and investors are asking what happens next. In his second By Your Side Chat centered on the midterm elections, Bill Urbanik, Chief Investment Officer, will share our team’s immediate thoughts on the market’s reaction to the midterm election results. He’ll also talk about how to keep emotions in check, stay grounded amid the noise and make thoughtful decisions when uncertainty is high.

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Wednesday, November 18, 2026 at 10:00am EST

Beyond the Monthly Payment: Making Informed Mortgage Decisions

Hosted by Jessica Geary, CFP® with special guest Tina Durst

A mortgage can influence more than your monthly expenses. Whether you're considering a home purchase, exploring refinancing, thinking about using your home equity, or preparing for retirement, understanding your options can help you make decisions that support your broader financial goals.

Join Jessica Geary, CFP®, Chief Planning Officer at SecondHalf Coach Wealth Management, as she welcomes Tina Durst of Lending Heights for a By Your Side Chat focused on mortgages and financial planning. Together, they'll discuss fixed and adjustable rates, credit scores, closing costs, home equity, and the considerations that come with major life transitions. Learn how these factors can affect your financial flexibility and why looking beyond the monthly payment can be an important part of making informed decisions for your future.

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Wednesday, November 19, 2026 at 12:00pm EST

Bonus Chat: Unpacking the Election

Hosted by William Urbanik, MBA

Several weeks following the midterm elections, join Bill Urbanik, Chief Investment Officer, for his final chat in a 3-part series centered on the midterm elections. He will unpack the results and take a closer look at the potential market implications, drawing on deeper research and analysis from our investment management resources. He’ll also discuss how our team plans to manage investments and stay opportunistically positioned as conditions evolve. Take a break from the headlines and hear from our wealth management team about the points that matter and how your portfolio will be effected in the short and long-term.

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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.