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 - Financial Perspective

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

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

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10 Things to Consider When Planning to Transition into Retirement

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