AFG Town Hall Dec 3rd 2025

Our latest edition of the Town Hall series is now available 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.

• Tracey Richardson:  The end of the year can make for the best time to assess your financial goals. How did you fare during the current year? Have your goals or situation changed? What might need to be adjusted to better meet your needs in the year to come? These are all great questions to address with an end-of-year review with your adviser.
• Will Meneses:  Are you prepared for the potential impact of AI? New technologies can have a positive effect on our lives, but they can also create unexpected disruptions. Does your financial plan include a Plan B, or even a Plan C? If your employment is cut short for any reason, what is the impact on your financial plan? What if our health forces a change, or how do we financially deal with the loss of a spouse unexpectedly? Be sure you’re speaking with your adviser about the “What Ifs”.
• Steve Aul:  Politics and your pocketbook is a topic we cover quite often at presentations. Steve talks a bit about the Federal Reserve and the possible changes we could see in the near future. He also discusses why it’s important to ask questions about what is new in the investment world. 

Click Here to watch the December 3rd 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.