The first quarter of 2026 is almost in the books, but there is still a lot of planning left for the year. Taxes have been and continue to be on the forefront of everyone’s mind. Have you properly stayed informed about what else is happening in the investment landscape so far this year?

To help keep you informed, we are hosting a Quarter 1 Recap & Market Outlook Breakfast on Friday, April 10th, and we would love if you would be able to attend!

We will be covering:

• Q1 market trends and upcoming projections
• Post-Tax Season Planning
• Ways to help protect your retirement accounts
• Long-term care protection strategies
• The rising cost of medical bills

When: Friday, April 10th, 7:30-9:00am CT, please arrive 15 minutes early

Where: Nellie’s North • 6600 N First Ave, Evansville, IN 47710

If you or any friends and family that want to stay informed would like to attend you can register below or call our office at 812-474-6200. Please register by April 3rd to ensure your spot!