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, June 17, 2026 at 10:00am EST

What is an Accredited Investor?

Hosted by Jessica Geary, CFP® with special guest Chris Norris of T. Rowe Price Investment Services, Inc.

For many investors, there comes a point when traditional stocks and bonds may no longer be the only conversation worth having. Join Jess this month for her By Your Side Chat as she welcomes Chris Norris from T. Rowe Price Investment Services, Inc. for a discussion on accredited investor opportunities and where they may fit within a broader financial plan.

Together, they’ll explore how alternative investments may help address challenges such as concentrated wealth, portfolio customization, tax efficiency, and diversification—and why these conversations often arise as wealth grows and financial complexity increases.

The discussion will also break down what it means to be an accredited investor, including income and net worth requirements, why qualification standards exist, and why certain investment conversations cannot happen until those requirements are met.

From private investment opportunities and portfolio allocation considerations to liquidity, risk, and funding sources within an existing portfolio, Jess and Chris will help unpack when alternative strategies may deserve consideration—and when they may not.

As always, the goal isn’t to chase complexity for complexity’s sake. It’s to understand the available tools and how thoughtful planning can create more options over time.

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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.