Webinars

In our webinar we discussed making decisions about senior living choices and answered some of your most pressing questions. Please share this link with any friends and loved ones or anyone else you think may benefit.

Thank you to our presenters:

• Shaun Toomey of Encore Life Care

• Ginger Noce & Kristy Kennedy of Silver Bridges Consulting

• Kay Bransford of MemoryBanc

There's a lot to cover, so stay tuned for another webinar on a related topic.

The CAMG Team was excited to host a client round table at President Lincoln's Cottage in October. We welcomed some of our local Annual Review program clients to enjoy a tour of President Lincoln's Cottage, refreshments, and the round table presentation. 

The round table featured industry leaders’ review of the One Big Beautiful Bill, the legislation focusing on tax reforms, spending policies, and economic growth initiatives. John also gave us the historical perspective of the income tax (hint: it was imposed by President Lincoln). A huge thank you to our sponsors William Blair  and AssetMark's Shane Chareonchump and panelists:

• Tax experts Lisa Shake of William Blair, Rachel Moncure, CEO of Ross & Moncure and Rick Weinberg, CPA of Capital Asset Management Group
• Private wealth managers Thomas Thibeault from William Blair and Ryan Gardner from Clark Capital

We also thank the Lincoln Cottage staff who helped us set the stage:

• Hannah Urrey for coordinating and scheduling
• Callie Hawkins for giving us the tour and telling the story of the humanity behind the cottage. 

We were grateful to host our client seminar at the iconic President Lincoln's Cottage in Washington, D.C.