In today's webinar, Andrew and Tyler are joined by guest speaker Patrick McMahon for a thoughtful discussion on long term care planning. Patrick, a Bakersfield native and insurance specialist, shares insights into the risks, costs, and considerations surrounding long term care. Drawing on real-world statistics and practical examples, the conversation explores how insurance can support retirement planning and help address potential care needs.

On Wednesday, October 1, Americans woke up to the news that their government had shut down. It is the first such shutdown since 2018, although there have been plenty of near-misses in recent years. In this case, both parties rejected last-minute proposals and counterproposals to fund the government, with the major sticking point being healthcare.

In this educational session, Sam Olson of Sam Olson Insurance Services provides an overview of the upcoming changes to Medicare in 2026. The presentation covers updates to Medicare Advantage plans, new prescription drug provisions, and considerations for Medicare Supplement coverage. Sam also shares general strategies and examples to help viewers better understand how plan choices may impact their out-of-pocket costs. This webinar is designed to help you stay informed and prepared as you evaluate your Medicare options for the year ahead.

On July 4th, President Trump signed the “One Big Beautiful Bill Act” into law, enacting sweeping legislation that makes changes to everything from the debt ceiling to Medicaid to immigration to taxes. This new law is one of the most fiercely debated in recent memory, as politicians on both sides of the aisle argue about what it will mean for the economy, our national debt, and more. It also has many of our clients asking what it all means for them.

When major geopolitical events occur, we can count on three things occurring. First, there will be headlines. Sometimes positive, sometimes negative, but nearly always sensational. Second, there will be a reaction in the markets. Sometimes positive, sometimes negative, but nearly always sharp. And third, our inboxes will light up with emails from clients, friends, and family who understandably want to know what it all means — and what they should do about it.

In this webinar, we explore the foundational principles of financial literacy and the mindset shifts essential for long-term success. From practical strategies to professional insights, this webinar offers a dynamic discussion on how individuals—especially younger generations—can build a strong financial future.