Dr. Bill Lloyd from Transamerica will provide expert insight from both the finance and medical field. His presentation builds on lessons that emerged from the pandemic and will introduce smart strategies individuals can implement that will elevate their family’s financial and physical well-being.

Behavioral finance strikes at the root of whether investors reach their investment goals. Shane Kennedy will give a presentation on protecting yourself from yourself, and how your behavior can affect your returns. The potential for a changing market landscape looms — this a timely and must-have discussion.

Are you prepared for your financial future? Lifelong habits and attitudes toward money, our physical health, and our way of life often influence spending and investing decisions. We’ll get you started with an investment plan that takes every unique, aspect of your life into consideration.