Join Our Expert-Led Live Webinars
Join us for our upcoming live webinars covering various topics to learn more and ask questions, or book a one-on-one meeting with our team to see how we can support your goals with clarity and confidence. We’d love to connect! Registration is free and anonymous. After registering, you'll be able to add the webinar to your calendar. Feel free to participate by asking questions.
Tuesdays at 4:00 p.m. ET.
Click each title for the link to the Zoom webinar registration.
#3: Tuesday, September 16, 4:00 PM - Tax Optimization of Charitable Giving
Give smarter, not just more. Learn how to maximize the impact of your charitable giving—both for the causes you care about and your long-term tax strategy. Perfect for those looking to align generosity with financial planning.
The Ballast Magazine
Looking to read more issues of our magazine? Click below to access previous publications as they become available.
We keep informed on the latest trends and market insights so we can offer you the best opportunities, support, and expertise whenever you need it. Our advisors write periodic updates and news articles. Read more from our advisors here.
#1.1 - Planning Across Generations: Wealth, Wisdom, and What’s Next (June 2025)
This issue of Ballast Magazine explores how families can protect, grow, and pass on wealth—with intention.