AFG Town Hall Dec 17th 2025

Our last Town Hall of 2025 is now ready to view. This video series keeps our team informed and keeps you up to date on current news and planning topics that may affect you. We value providing ongoing financial education to our clients and the public, and we appreciate you taking the time to view our Town Hall series. In this episode, each team member shares a special holiday memory to help wrap up 2025.

• Tracey Richardson:  There is a common misunderstanding that we see when people think about Exchange Traded Funds (ETFs). Tracey helps to set the record straight on what these are and how they may be a useful tool in the planning process.
• Will Meneses:  The landscape has changed with employer benefits over the past couple of decades. This can change how you think about and prepare for retirement. Will discusses the challenges of retiring today and the need to remain adaptable to future changes.
• Steve Aul:  Confirmation Bias is something to watch out for when making financial planning decisions. In today’s information environment, it is easy to find sources that support your beliefs. This can lead you to make decisions that overlook different perspectives. One of our roles is to help cut through the “noise” and make well-informed decisions. 

Click Here to watch the December 17th Recording on YouTube

If you have questions or topics you would like to see the team cover on the next Town Hall, please email info@aulfg.com.

Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.