Webinars
January Q1 2026 Market Update Webinar
Join us for Atlantic Wealth Management's first market update webinar of the year! Tune in as the team looks back on 2025 market performance, unpacks the economic outlook for the year ahead, and shares practical financial planning insights for the new year—along with key considerations to keep in mind as you prepare for the upcoming tax season.
October Q4 2025 Market Update Webinar
Tune in for Atlantic Wealth Management's final market update webinar of 2025! The team reviews year-to-date market performance, shares insights on latest economic data, and highlights key year-end financial planning action steps to help you finish the year strong.
July Q3 2025 Market Update Webinar
Tune in for our mid-year market update webinar as the team discusses recent market performance, reviews latest economic data, and discusses the recently passed “One Big Beautiful Bill”—a sweeping piece of legislation that brings meaningful changes to tax policy, retirement planning, and investment strategy. We’ll break down what the new law means, highlight key opportunities, and share how we’re helping clients proactively respond with clarity and confidence.
April Q2 2025 Market Update Webinar
Tune in for our second market update webinar of the year! Hear Greg, JA, Tara, and Jenn discuss recent market performance, review latest economic data, and cover forward-looking insight and expectations. Featuring special guest Tommy Bennett, Chairman of the Big Rock Charity Committee, on the upcoming and highly anticipated annual Big Rock Blue Marlin Tournament!
January Q1 2025 Market Update Webinar
Tune in for our first market update webinar of the year! Greg, JA, Tara, and Jenn look back at 2024 performance, review 2025 outlook and expectations, and discuss key items to consider during this upcoming tax season.
October Q4 2024 Market Update Webinar
Tune in for our fourth quarter market update webinar featuring special guest Marilyn Whitley from Whitley Patient Advocates on navigating healthcare decisions and patient advocacy opportunities. Hear Greg, JA, and Tara evaluate current financial markets, provide recent economic updates, and review forward-looking insights and expectations for the remainder of the year.
July Q3 2024 Market Update Webinar
Tune in as Greg, JA, and Tara review second quarter 2024 performance, evaluate current financial markets, and review forward-looking insights and expectations.
April Q2 2024 Market Update Webinar
Tune in as Greg, JA, and Tara review first quarter 2024 performance, evaluate current financial markets, provide recent economic updates, and review forward-looking insights and expectations.
January Q1 2024 Market Update Webinar
Greg, JA, and Tara kick off Atlantic Wealth Management's 2024 webinar series! Listen in as they evaluate current financial markets, provide recent economic updates, and review new year financial planning strategies to consider.
November 2023 Market Update Webinar
Greg Patterson, JA Canady, and Tara Gould evaluate current financial markets, provide recent economic updates, and review end-of-year charitable giving strategies to consider.
October 2023 Market Update Webinar
Greg Patterson, JA Canady, and Tara Gould evaluate current financial markets, provide recent economic updates, and review items to consider during Medicare Open Enrollment season.
September 2023 Market Update Webinar
Greg Patterson, JA Canady, and Tara Gould address September's financial planning topic: Insurance Coverage Review. Listen in on the team's conversation as they evaluate current financial markets, share actionable ideas for today's environment, and discuss how to complete an insurance analysis.
August 2023 Market Update Webinar
Greg Patterson, JA Canady, and Tara Gould discuss current financial markets, share actionable ideas for today's environment, and review employer-sponsored benefit options. Learn about maximizing employer-sponsored benefits as part of your overall financial strategy to achieve your goals.
June 2023 Market Update Webinar
Greg Patterson, JA Canady, and Tara Gould discuss current financial markets, share actionable ideas for today's environment, and review education funding options.
May 2023 Market Update Webinar
Greg Patterson, JA Canady, and Tara Gould discuss current financial markets, share actionable ideas for today's environment, and review estate planning considerations.
April 2023 Market Update Webinar
Greg Patterson, JA Canady, and Tara Gould discuss current financial markets, share actionable ideas for today's environment, and review important Social Security decisions and resources in honor of National Social Security Month.
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