We are honored to welcome Jeff Megar, Vice President of Client Portfolio Solutions and Business Development at New Frontier. With nearly 30 years of investment experience, Jeff will share how thoughtful portfolio construction can help you navigate change with clarity and confidence.

The future may be unpredictable, but strategic planning can help you feel more confident and in control.

This session will explore how investment portfolios are designed to manage uncertainty—much like packing wisely for a trip with unpredictable weather. Discover how diversification, balance, and discipline work together to optimize your portfolio and keep you on track toward your long-term wealth goals.

We look forward to seeing you there.