Get a front-row seat to the story of 2025.
Join Elevate Wealth Advisory and our partners at Focus Financial Partners (formerly Buckingham Strategic Partners) for our December “Year in Review” webinar, where we’ll unpack what actually happened this year in the markets and the economy—and what it may mean for your financial plan going forward.
Our Focus guests will walk through how markets have performed so far in 2025 and highlight the big themes that shaped the year, including the impact of the One Big Beautiful Bill Act (OBBBA), inflation, interest rates, tariffs, and more. Then, each Elevate adviser will pose a real-world question we’ve been hearing from clients, so you can hear how professionals are thinking through the same concerns you may have.
We’ll cover topics such as:
• How 2025’s major events and policy changes have influenced markets so far
• What OBBBA, inflation, and interest rates could mean for taxpayers and investors
• How tariffs and geopolitical headlines may (or may not) affect long-term portfolios
• Practical takeaways to help you stay focused on what you can control
This session is designed to be educational, not predictive. You won’t hear “hot tips,” but you will hear grounded perspective, clear explanations, and ideas to discuss with your Elevate adviser as you head into 2026.
Clients and guests are welcome—we hope you’ll join us.
Also check out other Workshops in Skellefteå, Virtual events in Skellefteå.
