The Arbor Group
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Event calendar

The Arbor Group: Spring 2026 Rebound - Financial Market and Economic Update Webinar

Markets are moving, headlines are loud, and artificial intelligence is no longer
just in sci-fi movies. Join us for a timely and engaging conversation on what’s
happening in the global economy—and what it could mean for investors.

In this one-hour session, we’ll break down several of today’s most important
(and talked-about) trends, including:
• The current state of the global economy
• The economic and market implications of the war with Iran
• The ongoing build-out of data centers (yes, they’re everywhere)
• The rapid expansion of artificial intelligence and the broader AI ecosystem

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Zoom Webinar

28 May, 202611:00 AM - 12:00 PM Pacific
  • Michael Frantz, CFP®
  • Jack O'Connor, CFP®, CIMA®
  • Ryan Santosuosso

Zoom Link

2026 Year Ahead Economic and Rare Earth Minerals Webinar

Kick off 2026 with insights that matter, not just headlines. We’ll cover what’s shaping the economy and markets in the year ahead and then dive into rare earth minerals - the unsung heroes behind electric vehicles, wind turbines, and that smartphone you can’t live without.

Spoiler: They’re not actually rare, but they are a big deal.

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Zoom Webinar

22 January , 202611:00 AM - 12:00 PM Pacific
  • Michael Frantz, CFP®
  • Gary Kilbourn, CIMA®
  • Jonathan Moore, CFA®

Zoom Link

The Arbor Group - QSBS Unplugged: Tax, Legal & Wealth Strategies for Founders & Business Owners

Whether you're scaling your startup or planning your exit, understanding qualified small business stock (QSBS) can be a game-changer. In this session, you'll discover how QSBS can significantly reduce your tax liability, explore legal structures that help maximize eligibility, and learn wealth management strategies to protect and grow your gains. Our experts will walk you through real-world scenarios and share founder-friendly tips to help you make the most of this powerful tax incentive.

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Zoom Webinar

22 October , 202512:00 PM - 1:00 PM Pacific
  • Michael Frantz, CFP®
  • Mark Tyson, Partner & Founder TKN Tyson
  • Tyler Kowal, CPA®, Partner & Founder Pitch CPA

Zoom Link

The Arbor Group - Fall 2025 Economic and Market Update Webinar

Markets have certainly been on a wild ride in 2025. From the initial dip due to
trade war tensions earlier in the year to the exhilarating climb back to record
highs, the big question now is, how long can the momentum last?

To help shed some light on this, join us for our Fall Economic and Market
Update Webinar on Thursday, October 16th at 11:00 AM. During this session,
we will provide a comprehensive recap of the latest developments in global
markets, share our outlook on inflation and growth, and delve into one of the
most powerful forces reshaping the future: the surging demand for energy
driven by artificial intelligence.

We hope you can join us for this insightful and engaging discussion

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Zoom Webinar

16 October , 202511:00 AM - 12:00 PM Pacific
  • Michael Frantz, CFP®
  • Gary Kilbourn, CIMA®
  • Jack O'Connor, CFP®, CIMA®

Zoom Link

The Arbor Group Securing Your Retirement: A webinar on Social Security

Grab a comfy chair and your favorite beverage and join us for "Securing your retirement," an enlightening and informative webinar on Social Security!

Guest speakers:
• Michael Frantz
• Danielle Lore, Vice President, Client Education Specialist and Program Manager with BlackRock

Agenda:
Michael Frantz will kick things off with a warm welcome and introduce our star speaker, Danielle Lore.

Danielle Lore will then dive into the fascinating world of Social Security, covering topics such as:
• How Social Security benefits are calculated
• Different strategies for claiming benefits (Choose your adventure wisely!)
• Spousal benefits (Because sharing is caring)
• The solvency of Social Security

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RSVP For Meeting Link and Calendar Invite

03 June , 20254:00 PM - 5:00 PM Pacific
  • Michael Frantz, CFP®
  • Danielle Lore

Zoom Link

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