We hope you will join us on January 27th for our first Education meeting of 2022!  We have two great speakers lined up to deliver presentations that are both timely and informative.


9:00-10:00 a.m.

"Credit Check"


  • John Kilroy, CPA, CFP®, Managing Member, iValue Financial Planning LLC

Taxpayers, in many cases due to the pandemic, may be eligible for an increasing and changing array of federal income tax credits that will serve to reduce, or eliminate, their tax obligation. John will discuss which of these credits financial planners most likely will encounter and the proactive planning opportunities they may offer.

One hour of CFP® CE Credit approved.

10:00-10:30 - Break

10:30-11:30 a.m. 

"2022 Market Outlook: Navigating the Year Ahead"


  • Sean Clark, CFA® and Chief Investment Officer, Clark Capital Management

As the world continues to navigate a post-COVID economic recovery, many investors are wondering how the markets will respond to economic headwinds in 2022.
Chief Investment Officer Sean Clark will bring you the latest insights from each corner of the market.

One hour of CFP® CE Credit approved.