Events

Upcoming Events

As passionate communicators and educators, we offer a variety of programs for our clients and community. Participate in nationally coordinated informational sessions with our industry thought leaders, local education programs, client celebrations and special events. Our Focus Connects suite of educational programs includes webcasts, blogs, videos, seminars and more — so you can join us in whatever way you find most engaging.

All Events

  • May 29th, 2025 | 11:00 a.m. CT

    Virtual

    Simplifying Capital Gains: What Every Investor Should Know

    In this session, Focus Partners’ Chief Planning Officer Jeffrey Levine will break down the basics of capital gains taxation in a clear, approachable way—and set the stage for more advanced strategies in a future session

    Event Details

  • June 18th, 2025 | 11:00 a.m. CT

    Virtual

    Springboard to New Adventures: Travel Trends in 2025

    Join Focus Partners Wealth Lifestyle Services and Springboard Travel where we’ll share our perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.

    Event Details