The Briefing

We hold regular briefings in our office (and via Zoom online meetings) to discuss various topics and answer questions in a group setting. Below you can find recordings of our most recent discussions and topics. If you have any questions or would like to be invited to The Briefing next time, please contact us.

The Briefing | Reliable Financial News Sources – Where do we get our information?

September 19, 2022

In September, we hosted The Briefing upstairs in The Treehouse. This was an informative meeting where we held an educational discussion about reliable information sources for the financial market. Gene also provided an update on the market and discussed why we trust certain sources over others when it comes to gaining insight into the market’s […]

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The Briefing | Intergenerational Planning (May 2022)

May 3, 2022

Recently, we hosted The Briefing at our office held in our newly renovated space upstairs – The Treehouse. The discussion centered on Intergenerational Planning and was led by our partners, Clayton Quamme & Gene McManus. They discussed estate planning, the 10-year RMD rule, ROTH conversions, and more. If you found this content

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The Briefing | Market Update (February 2022)

February 7, 2022

Last week, we hosted our first in-person Briefing in two years in our newly renovated upstairs space, The Treehouse at AP Wealth. Our guests enjoyed an informative night and also received an opportunity to try out the Golf Simulator. In this briefing, Gene provided our guests with an update on the Market for

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The Briefing

The Briefing | Reliable Financial News Sources – Where do we get our information?

The Briefing | Intergenerational Planning (May 2022)

The Briefing | Market Update (February 2022)

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