AFG Town Hall Nov 19th 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.

• Will Meneses: How do we help our children without negatively affecting our future retirement plans? With some children returning to the nest or requiring an extra financial boost, it is important to review how this can impact your needs. 
   
• Tracey Richardson: We often speak about Asset Allocation, but Tracey covered another important planning topic, Asset Location. The type of account you use to hold some assets can impact your planning. Tracey helps illustrate this important element of financial planning.
   
• Steve Aul:  He wraps up this session by discussing some of the volatility we have been seeing in the market. 

Click Here to watch the November 19th 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.