Events

How Policy Decisions Are Shaping Markets in 2026

In this webinar, we will look at how interest rates, government spending, and election-year policy decisions are influencing the economy and financial markets. While company fundamentals still matter, policy choices from Washington and the Federal Reserve are playing a bigger role in how markets behave. Understanding these forces can help investors better set expectations, manage risk, and stay focused in a policy-driven environment.

The Gift of Preparedness: Long-Term Care Conversations That Strengthen Families

This educational webinar will focus on why long-term care (LTC) planning is an essential element of a complete retirement strategy. Jason will walk attendees through the realities, misconceptions, emotional impacts, and financial risks surrounding long-term care—and shared proactive steps families can take to protect their assets, their dignity, and each other.

Master Your Money: Building a Smarter Budget for a Stronger Future

Jason will walk you through the core steps of creating and balancing a budget that truly works for your life. You'll learn how to document your assets and liabilities, manage your monthly cash flow, and prioritize your spending so your financial habits align with your goals and values.

Advanced Estate Planning

Virtually everyone needs a basic estate plan. A basic estate plan typically includes one or more health-care directives (e.g., a health-care proxy), a durable power of attorney, a will, and in some cases a living trust. Many people, however, need to go beyond the basics. This presentation will outline several planning strategies that may be suitable for individuals concerned about minimizing gift and estate taxes, as well as those with specific goals, such as transferring a business interest, supporting a favorite charity, or protecting assets from future creditors.

Advanced Estate Planning

Virtually everyone needs a basic estate plan. A basic estate plan typically includes one or more health-care directives (e.g., a health-care proxy), a durable power of attorney, a will, and in some cases a living trust. Many people, however, need to go beyond the basics. This presentation will outline several planning strategies that may be suitable for individuals concerned about minimizing gift and estate taxes, as well as those with specific goals, such as transferring a business interest, supporting a favorite charity, or protecting assets from future creditors.

2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations

Join us in our 2025 Midyear Outlook Webinar. Based on insights from Sage Path Financial Advisors, we’ll cover topics such as the Fed’s expected stance on interest rates, the potential impact of current trade policy on the overall economy, and how market volatility could create potential investment opportunities. The webinar promises to be packed with valuable information, so we hope you can join us. Looking forward to seeing you there!

Your Lifestyle, Your Future: A Blueprint for Financial Confidence

Does long-term investing feel at odds with the life you want to live today? It doesn't have to be. Many new investors struggle to see how their daily financial habits connect to their future goals. You'll be pleased to watch this straightforward webinar designed to bridge that gap. You'll learn powerful, easy-to-implement strategies to not only enhance your current lifestyle but also unlock capital to confidently invest for the years to come. Ready to build a financial plan that serves your life now and in the future? We would be delighted for you to join us!  Feel free to invite friends and family who might also benefit. Save your "seat" today by RSVPing here or emailing us at info@sagepathfa.com. To ensure we can address your specific questions thoughtfully and in-depth, please send them to us at info@sagepathfa.com prior to the event. We look forward to seeing you!

Long Term Impact of Tariffs and Trade War

State of the Markets 2025 Webinar

Please join us for a comprehensive review of market activity in 2024 and a look at what may happen in 2025. As always, your friends and family are welcome to attend.