EVENTS & WEBINARS

    2026 Tax Planning: Moves to Consider Before December 31
    Ross Allen, CFP®, CPA, EA, Financial Planning Manager
    2026 Tax Planning: Moves to Consider Before December 31
    Adedamola Oluwalayemi, CPA, Tax Manager
    2026 Tax Planning: Moves to Consider Before December 31
    FEATURED EVENT

    Client Education Series

    2026 Tax Planning: Moves to Consider Before December 31

    October 14, 2026
    | | Virtual

    Register Now

    Subscribe and Stay Current with EP Wealth's Insights

    Upcoming

    2026 Tax Planning: Moves to Consider Before December 31
    Ross Allen, CFP®, CPA, EA, Financial Planning Manager
    2026 Tax Planning: Moves to Consider Before December 31
    Adedamola Oluwalayemi, CPA, Tax Manager
    2026 Tax Planning: Moves to Consider Before December 31
    Client Education Series

    2026 Tax Planning: Moves to Consider Before December 31

    October 14, 2026

    |

    Virtual

    Register Now
    The Informed Investor Market Outlook 2026 Q4
    Adam Phillips, CFA, CAIA, CFP® Managing Director of Investments
    EP Wealth Advisors Logo
    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2026 Q4

    October 21, 2026

    |

    Virtual

    Register Now
    EP Wealth Advisors Logo
    EP Wealth Advisors Logo
    Client Education Series

    Cybersecurity: Protecting Your Family and Wealth

    October 28, 2026

    |

    Virtual

    Registration Link Forthcoming

    Past

    Navigating the Latest Medicare Changes: What Changes for 2027, and What to Do Before December 7
    Bret Miller, CFP®, EA Senior Financial Planner
    Navigating the Latest Medicare Changes: What Changes for 2027, and What to Do Before December 7
    Linda Ginder, CFP®, EA, CDFA®, Financial Planner
    Navigating the Latest Medicare Changes: What Changes for 2027, and What to Do Before December 7
    Client Education Series

    Navigating the Latest Medicare Changes: What Changes for 2027, and What to Do Before December 7

    September 24, 2026

    |

    Virtual

    Watch On-Demand
    Caught in the Middle: Caring for Aging Parents While Planning for Your Own Future
    Adam Hale, Senior Financial Planner
    Caught in the Middle: Caring for Aging Parents While Planning for Your Own Future
    Jill Love, Senior Care Consultant, Peters & Love
    Client Education Series

    Caught in the Middle: Caring for Aging Parents While Planning for Your Own Future

    August 13, 2026

    |

    Virtual

    Watch On-Demand
    The Informed Investor Market Outlook 2026 Q3
    Adam Phillips, CFA, CAIA, CFP® Managing Director of Investments
    EP Wealth Advisors Logo
    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2026 Q3

    July 29, 2026

    |

    Virtual

    Watch On-Demand
    Managing Concentrated Stock Positions
    Linda Ginder, CFP® Financial Planning Manager
    Managing Concentrated Stock Positions
    Bret Miller, CFP® Senior Financial Planner
    Managing Concentrated Stock Positions
    Client Education Series

    Managing Concentrated Stock Positions

    June 11, 2026

    |

    Virtual

    Watch On-Demand
    Giving While Living
    Madisen Karlson, CFP® Senior Financial Planner
    Giving While Living
    Emily Sorensen, CFP® Financial Planning Associate
    Client Education Series

    Giving While Living

    May 20, 2026

    |

    Virtual

    Watch On-Demand
    The Informed Investor Market Outlook 2026 Q2
    Adam Phillips 1
    EP Wealth Advisors Logo
    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2026 Q2

    April 22, 2026

    |

    Virtual

    Watch On-Demand
    Cybersecurity Is More Personal Than You Think
    Justin Mikhalevsky
    Cybersecurity Is More Personal Than You Think
    Lisa Plaggemier
    Client Education Series

    Cybersecurity Is More Personal Than You Think

    April 10, 2026

    |

    Virtual

    Watch On-Demand
    Recipe for Success: Finding Your Passion at Any Age
    Vera Stewart
    Recipe for Success: Finding Your Passion at Any Age
    Shari Reiches
    Webinars

    Recipe for Success: Finding Your Passion at Any Age

    March 18, 2026

    |

    Virtual

    Watch On-Demand
    The Informed Investor Market Outlook 2026 Q1
    Adam Phillips
    EP Wealth Advisors Logo
    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2026 Q1

    January 21, 2026

    |

    Virtual

    Watch On-Demand
    2025 Tax Planning: Savings Opportunities & Updates for Year-End and Beyond
    Jordan Wood
    2025 Tax Planning: Savings Opportunities & Updates for Year-End and Beyond
    Chad ONeill 1
    Client Education Series

    2025 Tax Planning: Savings Opportunities & Updates for Year-End and Beyond

    October 27, 2025

    |

    Virtual

    Watch On-Demand

    SUBSCRIBE AND STAY CURRENT WITH EP WEALTH’S INSIGHTS

    READ WHAT CLIENTS ARE SAYING ABOUT EP WEALTH

    Client Testimonials