Broker Check
09 July
2026 Halftime Report

Description

Midway through the year is a great time to see how far we've come and talk about what might lie ahead. This presentation event will examine the important financial news of the last six months, including economic developments, world events, and other market influences. We'll also look at what might be around the corner for the rest of the year and answer any questions you may have.

We are thrilled to announce that Mike will be joined by a special guest speaker from First Trust Portfolios, who will bring exclusive institutional insights to help us navigate the current market landscape.

Want to share these insights?

Retirement planning is always easier to navigate with trusted company. If you have a friend, family member, or colleague who is thinking about their retirement strategy and would benefit from a clear look at the markets, we welcome you to bring them along as your guest.

Please include their full name and details when you RSVP so we can secure their seat and dinner plate.

Date and Time

Thu, Jul 09, 2026

6:00p - 9:00p MST

Location

Hotel Polaris

8989 North Gate Blvd
Colorado Springs 80921

Note

Presentation and Dinner will be served in Room - Generations C. For parking instructions: When you arrive on property, please proceed past the first parking lot on your left to the top, main parking lot and enter through our Main Blue entrance to the lobby. Proceed down the escalators to the event/meeting space.

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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth, Inc. and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. and Osaic Advisory. This event is being sponsored in part by First Trust L.P.

Event Registration

Will you be able to attend this event?