The Halfway Mark: Are You On Track Financially?

Live Webinar | Tuesday, July 22, 2025 | 7:00 PM ET

Take actions mid-year to avoid costly mistakes before year-end.

You’ve worked hard to get to this point. But as life, markets, and income shift small financial issues are quietly building up. A mid-year financial check-in helps you catch issues before they become problems. Now’s the time to check-in and make sure you’re on track!

Mid-Year Financial Checklist

Why Attend

Financial success isn’t just about numbers — it’s about knowing your plan still fits your life.

As the year moves forward, priorities shift: family needs change, markets fluctuate, and unexpected expenses appear.

This webinar helps you:

Step back and refocus on what matters most to you and your family.
Reduce the uncertainty that often builds toward year-end.
Make simple, intentional adjustments that bring peace of mind.

It’s not about chasing perfection — it’s about protecting what you’ve built and creating confidence for the second half of the year

What You'll Learn

✅ How to review your financial situation – while you still have time to act

✅ Mid-year strategies to optimize your long-term tax strategy

✅ A simple, repeatable process for gaining control of your financial situation

About The Host

Lamont Brown, CFP®, AIF®, MBA
Wealth Manager, ALNA Wealth Management

Lamont helps business owners and high-income professionals simplify complexity, reduce tax exposure, and make timely financial decisions that keep their wealth aligned with their goals.

Event Details

Date: Tuesday, July 22, 2025

Time: 7:00 PM ET

Duration: 45 minutes + Live Q&A

Location: Online (Zoom — link provided after registration)

Cost: FREE

FAQs

Q: What if I can’t attend live?

No problem! Register anyway and we’ll send you the full replay.

Q: Will this be a sales pitch?

Absolutely not. This is a purely educational session. If you’d like personal help afterward, we offer no obligation Financial Review sessions — but that’s completely optional.

Investment advice offered through Mariner Independent Advisor Network, LLC, an SEC Registered Investment Adviser. ALNA Wealth Management and Mariner Independent Advisor Network, LLC are unaffiliated entities. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.