Events & Educational Seminars
Continued learning can be essential for personal and professional growth, and we believe that staying informed helps our clients make empowered decisions about their financial futures. Whether you’re seeking to deepen your understanding of investment strategies or exploring new wealth management opportunities, our team is here to provide the support and resources you need. We’re committed to helping you stay ahead by offering valuable educational seminars and online learning sessions tailored to your needs.
Upcoming Events
Shred Day Event
It’s important to safely dispose of your records and documents, so we’re providing a Shred Day for our Community. We’ll have a shred truck on site as a safe and secure way to dispose of sensitive documents. All documents are destroyed Same Day in compliance with HIPAA and FACTA regulations.
- Gourmet Bagels & Coffee will be provided
- Please ONLY bring Paper Products – Event is Rain or Shine
- Event is Open to Family and Friends
- Stop by anytime during event hours with your documents
- Great opportunity for YOU to bring US your 2024 Tax Return
Date: Saturday, May 10th
Time: 9:00 a.m. – 12:00 p.m.
Location: Lund Wealth Parking Lot
RSVP by Friday, April 25th to [email protected].
Educational Seminars
Online Learning Sessions
Taxes in Retirement 567
If you’re nearing retirement or already retired, you may need to understand how taxes (including new changes) can impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. Join us as we discuss how the new tax laws can impact your income and investments.
Our next session is
May
Date & Location Coming Soon
2025 Market Outlook
The economy had a big year in 2024, avoiding a recession while posting strong job numbers and a soaring stock market – and the markets have rallied even higher since the 2024 presidential election was decided.
But the new year brings new concerns for the economy. What impact could we see from President-elect Donald Trump’s promise to impose sweeping tariffs? How long will this bull market run continue? How much should we expect the Fed to cut rates in 2025?
Get answers to those questions and more by watching our 2025 Market Outlook Webinar, joined by Carson’s Ryan Detrick, Chief Market Strategist.
Webinars
Taxes in Retirement Webinar
As you approach or enjoy retirement, it can be crucial to understand how taxes—especially the recent changes— may affect your retirement income. Since tax situations vary from person to person and laws change annually, it can be difficult to find reliable and up-to-date information. Watch Chris Lund, CFP®, AIF®, President & Wealth Advisor, as he explores how the latest tax laws can impact your income and investments, helping you make informed decisions for your financial future.