Join Kelli Young on Tuesday, August 22 @ 1:00 PM for a Webinar with the YMCA

Kelli was invited to present in the YMCA Healthy Aging Community Cafés. They bring together those who are 55+ to build health in spirit, mind, and body so that we thrive with greater purpose, connection, and well-being.  Topic: Planning For & Financing Long-Term care Description: The risks of future long-term care needs are increasing and becoming […]

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From the Desk of Kelli…

Last fall I travelled across the country to visit clients which either had moved out of the area or I had never had the chance to meet yet. One morning, after a beautiful hike, I stumbled across a small town in Illinois. As I walked the few short blocks, I came across a tattoo parlor […]

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Russia and Ukraine: On the Edge

Due to intensifying geopolitical tensions, the S&P 500 closed in correction territory for the first time in nearly two years on February 22. Please join Raymond James Chief Investment Officer Larry Adam; Washington Policy Analyst Ed Mills; Director of Equity Portfolio & Technical Strategy Mike Gibbs; and Energy Analyst Pavel Molchanov as they discuss the impacts […]

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