EVENTS & WEBINARS

    Giving While Living
    Madisen Karlson, Senior Financial Planner
    Giving While Living
    Emily Sorensen, Financial Planning Associate
    FEATURED EVENT

    Client Education Series

    Giving While Living

    May 20, 2026 11:00 AM PST | Virtual

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    Upcoming

    Giving While Living
    Madisen Karlson, Senior Financial Planner
    Giving While Living
    Emily Sorensen, Financial Planning Associate
    Client Education Series

    Giving While Living

    May 20, 2026 11:00 AM PST

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    Virtual

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    Client Education Series

    Managing Concentrated Stock Positions with Tax Efficiency in Mind

    June 11, 2026 11:00 AM PST

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    Virtual

    Registration Link Forthcoming

    The Informed Investor Market Outlook 2026 Q3
    Adam Phillips, CFA, CAIA, CFP® Managing Director of Investments
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    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2026 Q3

    July 22, 2026 12:00 PM PST

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    Virtual

    Registration Link Forthcoming

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    EP Wealth Advisors Logo
    Client Education Series

    Aging Parents & The Sandwich Generation

    August 13, 2026 11:00 AM PST

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    Virtual

    Registration Link Forthcoming

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    Client Education Series

    Navigating the Latest Medicare Changes: What You Need to Know for 2027

    September 24, 2026 11:00 AM PST

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    Virtual

    Registration Link Forthcoming

    The Informed Investor Market Outlook 2026 Q4
    Adam Phillips, CFA, CAIA, CFP® Managing Director of Investments
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    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2026 Q4

    October 21, 2026 12:00 PM PST

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    Virtual

    Registration Link Forthcoming

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    EP Wealth Advisors Logo
    Client Education Series

    Year-End Tax Planning Financial Checklist

    November 12, 2026 11:00 AM PST

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    Virtual

    Registration Link Forthcoming

    Past

    The Informed Investor Market Outlook 2026 Q2
    Adam Phillips 1
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    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2026 Q2

    April 22, 2026

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    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

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    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

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    Virtual

    Watch On-Demand
    The Informed Investor Market Outlook 2026 Q1
    Adam Phillips
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    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2026 Q1

    January 21, 2026

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    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

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    Virtual

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    The Informed Investor Market Outlook 2025 Q4
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    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2025 Q4

    October 22, 2025

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    Virtual

    Watch On-Demand
    Navigating the Latest Medicare Changes: What You Need to Know for 2026
    Brett Panziera
    Navigating the Latest Medicare Changes: What You Need to Know for 2026
    Bret Miller
    Client Education Series

    Navigating the Latest Medicare Changes: What You Need to Know for 2026

    September 17, 2025

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    Virtual

    Watch On-Demand
    One Big Beautiful Bill Act
    Deysi Monti
    One Big Beautiful Bill Act
    Sage Mattson
    Client Education Series

    One Big Beautiful Bill Act

    August 26, 2025

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    Virtual

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    The Informed Investor Market Outlook 2025 Q3
    Adam Phillips
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    Informed Investor Market Outlook

    The Informed Investor Market Outlook 2025 Q3

    July 30, 2025

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    Virtual

    Watch On-Demand

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