Client Education & Events
2026 Client Calendar
Monthly Webinars · Market Updates · Virtual Events · May – December 2026
Whalen Financial
Wealth Management
Know someone who could benefit? All webinars are open to friends and family. Share the full calendar or any individual event.
Key
Educational Webinar
Monthly Market Update
Virtual Client Event
May
2026
Webinar · Month 1 of 7
Social Security Strategy
Claiming age, break-even, spousal & survivor benefits
Market Update
May Market & Economic Update
Equities, rates, Fed outlook & positioning
June
2026
Webinar · Month 3 of 7
Tax-Efficient Withdrawal Strategies
Roth conversions, bracket management, QCDs
Market Update
June Market & Economic Update
Mid-year review: markets, inflation & positioning
Virtual Event
Virtual Wine Tasting
Guided tasting with curated selections shipped to you
July
2026
Webinar · Month 4 of 7
Medicare & Healthcare Costs
Parts A–D, IRMAA, long-term care & HSA planning
Market Update
July Market & Economic Update
Equities, rates, Fed outlook & positioning
August
2026
Webinar · Month 5 of 7
Estate & Legacy Planning
Trusts, gifting strategies & 2026 exemption sunset
Market Update
August Market & Economic Update
Equities, rates, Fed outlook & positioning
Virtual Event
Virtual Cooking Class
Chef-led experience with ingredients kit included
September
2026
Webinar · Month 6 of 7
Investment Management in Retirement
Sequence risk, bucket strategy & sustainable withdrawals
Market Update
September Market & Economic Update
Q3 review: equities, rates & year-end outlook
Virtual Event
Mid-Year Client Social
Virtual happy hour with the Whalen team
October
2026
Webinar · Month 7 of 7
Annuities: MYGAs & FIAs
Guaranteed income, income gap strategy & laddering
Market Update
October Market & Economic Update
Equities, rates, Fed outlook & positioning
Virtual Event · Cyber Month
Cybersecurity Client Night
Expert Q&A — protect your accounts & data
November
2026
Webinar
Charitable Giving Strategies
DAFs, QCDs & donor strategy before year-end
Market Update
November Market & Economic Update
Equities, rates, Fed outlook & positioning
December
2026
Webinar
Year-End Tax Moves & 2027 Outlook
Final RMDs, Roth conversions & what's changing in 2027
Market Update
December Year-End Market Review
Full-year recap & 2027 outlook
Virtual Event
Virtual Holiday Toast
Celebrate the year with the Whalen team
All webinars hosted via eWebinar · Registration details emailed upon sign-up · Recordings available to registered clients
All webinars open to friends and family. Use the share buttons to invite a guest.
All webinars open to friends and family. Use the share buttons to invite a guest.
whalenfinancial.com