October 20, 2026

What's Next Retirement Roundtable

https://us02web.zoom.us/j/4152153282
Join us for our final retirement roundtable for the year! You won't want to miss this one! To register, RSVP to hallo@briofg.com.
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October 21, 2026

Market Update Call

https://us02web.zoom.us/j/4152153282
Let's make this spooky season a little less trick and a little more treat with a Market Update Call! Join us for our last Market Update Call for the year! To register, please RSVP to hello@briofg.com.
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December 15, 2026

Brio Book Club

https://us02web.zoom.us/j/4152153282
As we are in the throes of the holiday season, let the Brio Book club give you some space to read and catch your breath. RSVP to hello@briofg.com to join!
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This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.