Upcoming Events
Fall Market Outlook Webinar 2025
Heritage Financial’s Fall Market Outlook webinar provides update on recent market events, the economy, what to watch for, and future expectations for stock and bond markets. Presented by Heritage Financial Chief Investment Officer, Bob Weisse, CFA, CFP®, and Director of Portfolio Management, Michael Waldron CFA, CFP®.
When: October 15, 2025, 1:00pm - 2:00pm
2025 Year-End Planning Strategies
Join us for Year-End Planning Strategies, where we’ll share actionable insights to help you maximize your wealth and prepare for the changes coming in 2026. We’ll also discuss key provisions of the One Big Beautiful Bill Act (OBBBA) and how they will impact individuals and business owners.
When: November 10, 2025, 1:00pm - 2:00pm