Our presenters will answer your questions a live in Q&A format. You’re welcome to bring whatever is on your mind—retirement income planning, market volatility, taxes and required distributions, Social Security timing, estate planning basics, or how to think about risk and diversification in today’s environment. While we can’t address every personal situation in a group setting, we’ll aim to share clear, helpful frameworks you can apply—and we can always follow up individually if a topic warrants a more detailed conversation.

If you already know what you’d like us to cover, please send your questions ahead of time to info@johnstokesfinancial.com. Submitting in advance helps us organize themes and make the most of our time together.