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
April 24th, 2025 | 11:30 am CT
Virtual
Quarterly Perspectives: Tariffs, Inflation, and Market Trends
Wondering where the markets are headed and how it may affect your investments? Join our panel of senior investment strategists for an insightful discussion on key market trends—and what they could mean for your portfolio.
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
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.