AFG Town Hall Feb 11th 2026

Our next installment of the Town Hall 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.

• Will Meneses:  The rules surrounding “catch-up contributions” can change with each tax year. Will walks us through some of those recent changes and what that may mean to you. Your financial adviser should help you stay on top of changes in rules and laws and how they may affect your planning goals. If you are not having those conversations, please feel free to reach out to our team.
• Tracey Richardson:  It is not uncommon to see old ideas being repacked into new terminology. Tracey covered one of those techniques, being referred to as the Protected Bucket Strategy. The general approach is to divide your investments into short-, medium-, and long-term categories. Each bucket would contain investments appropriate to the investor’s time frame and goals. This could help to reduce the impact of volatility on your portfolio and help provide steady income. 

Click Here to watch the February 11th 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.