TRANSITION CIRCLES – FINANCIAL READINESS SERIES STARTS 3 FEB 2026
This Financial Readiness series focuses on markets, investing, decision-making, and long-term wealth strategy, led by senior professionals from Edward Jones, JP Morgan, Capital Group, Hartford Funds, Franklin Templeton, BlackRock, and MFS Investment Management. Transition Circles are small, expert-led group sessions for transitioning service members and recently transitioned Veterans seeking deeper financial understanding beyond standard transition briefings.
Sign-up required. Limited to 15 participants per cohort. This is a six-session series intended to be attended in full to support continuity, peer discussion, and applied learning. Priority is given to participants who can commit to all six sessions.
SESSIONS OVERVIEW:
3 FEB 2026 – GUIDE TO MARKETS
Market trends, economic forecasts, and investment strategies
Featuring Mark Bates, Financial Advisor, Edward Jones, joined by Robert Maddock, Vice President, JP Morgan
17 FEB 2026 – PROSPERING THROUGH DOWNTURNS
The importance of research and disciplined investing processes
Featuring Clint McCurry, Regional Vice President, Capital Group
3 MAR 2026 – YOUR MONEY STORY
Understanding patterns that influence financial behavior
Featuring Bob Whiting, Vice President, Hartford Funds
17 MAR 2026 – ARTIFICIAL INTELLIGENCE
The multi-trillion-dollar investment opportunity in AI
Featuring Payton Klumpp, Vice President, Franklin Templeton
31 MAR 2026 – PSYCHOLOGY OF INVESTING
Managing emotions to support long-term financial outcomes
Featuring Zach McClung, Market Leader, BlackRock
4 APR 2026 – GENERATIONAL WEALTH
Why wealth transfers fail and how to avoid common mistakes
Featuring Mike Calabrese, Senior Specialist, MFS Investment Management
