​Webinar for Individuals & Families: 2025 Mid-Year Outlook

Stability Over Speculation

It’s been a busy first half of 2025 with the Trump Administration back in office and new policies and proposals already shaping the economic landscape. But what does it all mean for the months ahead?

Watch now to learn

• The impact of recent market volatility
• Updates on tariffs and other policies
• The status of the “One Big Beautiful Bill” and how it could affect your financial plan
• Planning opportunities to act on now

Speakers

• Christopher Petrosino, CFA^®, Head of Investments, Wealth Management
• Jeffrey McCormack, CFA^®, Senior Financial Consultant
• Dana Vosburgh, CFP^®, Managing Director, Advisory Services

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board'sinitial and ongoing certification requirements.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.