Markets are up, inflation is cooling, and the Fed is cutting rates—but what does it all mean for your portfolio? In this new A&I Wealth Management Lunch & Learn, Karl Frank, CFP®, breaks down the latest market and economic trends and shares what investors should watch heading into 2026.
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Cyber crime is on the rise—and high-net-worth individuals and business owners are prime targets. In this new A&I Wealth Management session, cybersecurity expert Andrew Scott shares how to protect your personal data, accounts, and investments from today’s most common online threats.
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A&I Wealth Management welcomes College Invest to our August 2025 Lunch and Learn session. Note there are a couple of sound issues during the first few minutes but it does clear up through the presentation. Worth the quick forward as there is some great info in here! Are you wondering how to start saving and investing for college the smart way? In this Lunch & Learn session, we break down college investing strategies, 529 plans, financial aid considerations, and the steps families can take today to prepare for future education costs .
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Stay ahead of the curve with the latest tax law changes, updates, and strategies for 2025. In this engaging Lunch & Learn session, Rob Burton, CPA — a trusted tax expert who speaks across the state — breaks down what you need to know for both personal and business tax planning.
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The Q2 2025 Market Commentary webinar, hosted by Karl Frank of A&I Wealth Management, provides a comprehensive overview of a surprisingly strong and resilient first half of the year.
Subscribe to also download the commentary brief.
Subscribe to also download the commentary brief.
Download the senior guide for cyber security: One Step Ahead – Client Brochure
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