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Zoom Webinar

PROGRAM SERIES: 2025 - 2026 Wealth Management 7-Part Series


Course Number: C3426NC00W
Original Program Date: October 7, 2025
Duration: 1 hour
Date: October 7, 2025
12:00 PM - 1:00 PM ((GMT-05:00) Eastern Time (US & Canada))
  • Description
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Category: Communities, Administrative Law and Agency Practice, Antitrust and Consumer Law ... (show more)
Category: Communities, Administrative Law and Agency Practice, Antitrust and Consumer Law, Arts, Entertainment, Media and Sports Law, Corporation, Finance and Securities Law, Criminal Law and Individual Rights, District of Columbia Affairs, Early Career Lawyers, Environment, Energy and Natural Resources, Estates, Trusts and Probate Law, Family Law, Government Contracts, Health Law, Intellectual Property Law, International Law, Labor and Employment Law, Law Practice Management, Law Student, Lawyer Well-Being Community, Litigation, Public Interest and Courts, Real Estate, Housing and Land Use, Taxation, Tort Law (show less)
Credit: 0 Credit Hours

Our Annual Wealth Management Series is back for year seven! Join the D.C. Bar Communities Office for this annual series. This is your chance to secure your space for this new year with a one-time registration. Register for all 7 programs now and receive program reminders ahead of each session. 

Cut through the noise and turn your biggest financial questions into confident decisions. This seven-part lineup delivers timely guidance on markets and policy shifts, Medicare choices, year-end tax moves, the rise of private markets, women’s financial milestones, multigenerational planning, and how to tell if an advisor is right for you. Each session pairs expert insights with practical tools, checklists, and takeaways. Join the full journey and save your seat for all seven Tuesdays now. Dates and topics for this year’s series:
 
  • Tuesday, October 7, 2025 – Markets and Policy Outlook 2025-26
  • Tuesday, November 18, 2025 – Medicare 2025 Open Enrollment and Health-Care Planning
  • Tuesday, December 16, 2025 – Year-End Tax Moves for 2025
  • Tuesday, February 10, 2026 – Alternatives and Private Markets 101
  • Tuesday, March 3, 2026 – Women, Work and Wealth (Financially Fit Female 2.0)
  • Tuesday, April 7, 2026 – Money Across Generations: Practical Family Strategies
  • Tuesday, May 5, 2026 – How Great Advisors Add Value (and How to Tell If You Need One)

 Pre-registration for this series is encouraged. Please note, registration for the entire series is not a part of the free Community member offer, see Pricing Information tab for fees. If you would like to secure your spot now, please click “Add to Cart”. If you would like to take advantage of the Community member offer, individual session registration will be available two to three weeks prior to the program date. Series registration will end on Tuesday, October 7, 2025, or as space is available. Feel free to share this invitation with colleagues. D.C. Bar membership is not required to register. Non-members will need to create a profile to register and access the content.
 
Renew or join Communities to receive the best discount on registration. Click here to log in and join Communities.

Are you a current law student and looking to register for one of our programs? Learn about the D.C. Bar Law Student Community and attend most individual programs at a discounted rate. Find out more here.
 
Individual program dates and times are subject to change.
 
Sponsored by: D.C. Bar Communities Office

Related Communities of Interest: All D.C. Bar Communities

Speakers:
  • Alp Atabek, Founder and Managing Partner, HUB Investment Partners
  • Jason Dahl, Partner and Director of Financial Planning Services, HUB Investment Partners
 
**Early bird registration will end on Friday, October 3.
Early Bird rate expires Friday, October 3, 2025
Registration FeesEarly RegistrationStandard
Non-Member$130.00$145.00
D.C. Bar Member$110.00$125.00
D.C. Bar Premium Community Member$35.00$50.00
D.C. Bar Regular Community Member$70.00$85.00
Law Student Community$35.00$50.00
Government Registration FeeEarly RegistrationStandard
Non-Member$95.00$110.00
NonProfit Registration FeeEarly RegistrationStandard
Non-Member$95.00$110.00

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Non-Member Price
Early Bird $130.00
Regular $145.00
Member Price
Early Bird $110.00
Regular $125.00
hour glass Early Bird rate expires on
Friday, October 3, 2025
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