This is just to inform you of a booklet that was recently sent out to Federal Employees/Retirees explaining how to do a ROTH In Plan Conversion.

The world is rapidly changing with the advancement of Artificial Intelligence tools and software. The take away I had from this conversation is : what tools can I implement over the next month to do my work at a higher level and save time in doing so. The next two years will separate the champion advisors from those doing the bare minimum using outdated approaches to solutions.

Equitrust put together a webinar on the Long-Term Care solution--Bridge. Take a look at the content. https://agents.equitrust.com/media/4573/building-on-bridge-enhancements-for-the-new-year.mp4?utm_campaign=10993337-bridge&utm_medium=email&_hsenc=p2ANqtz--mqOWX402P6kOxatt5riJbE-gyG-e2G0zxPjtfSvfCjwtM0lhVawrt9P5K2VJKvJwVUCHpA4QFLwQmDPoXNNRkNmeAng&_hsmi=100220657551&utm_content=400371179&utm_source=hs_email Comment "Watched" after you have viewed it. Then, comment on what you learned from this webinar to start the discussion on options.

Athene is hosting a webinar called "Learn the Basics of Annuities" this coming week. If you have this block of time open on your schedule, log in. Learning is Growing. Register Below: https://event.on24.com/wcc/r/5138331/5617DEDB8DCE30FEC5D8FADB092B291E?utm_medium=email&utm_source=sfmc&utm_campaign=webinar_2026_january&utm_content=annuity_basics&sfmc_id=124962893&utm_id=wbnrs

I authored this White Paper in response to a conversation I had with one of our 1.oak Collective podcast guests. Take a look at the concentrated positions in historical perspective of the top ten stocks as a percentage of the S&P 500. Read it and let's start a conversation.