AFG Town Hall March 11th 2026

Our next installment of the 2026 Town Hall series 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: It’s a common saying in the retirement planning field that the most expensive years in retirement are the first three and the last three. When you first retire, every day is “Saturday”.  We take that trip we have been putting off, start projects that we had no time for, or deal with health issues we have ignored. This, on top of the regular unplanned events we encounter, can affect our savings. In our final years, health costs tend to be higher, which has the same effect. 
• Tracey Richardson:  Recent world events have impacted the energy sector. This has a ripple effect on broader markets, and market speculation can amplify that volatility. It’s times like these when we see the importance of a long-term plan. 
• Steve Aul:  Politics, world events, and the 24-hour news cycle can make it feel like we’re in a doomsday scenario with our finances and life in general. Many of these uncertainties have a shorter-term impact than we may expect, but we can still have very emotional reactions. Steve takes us through some of the tools we use to remove emotion from our investment choices and help us stick to our plan. 

Click Here to watch the March 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.