Join Us for an Exclusive Market Update

Timely Event at Camp Creek Inn in Inlet Beach, FL

Markets, Politics & Inflation

Key Market Risks and Opportunities in 2026

Event Details

Camp Creek Inn
684 Fazio Dr, Inlet Beach, FL 32461

Event Options:

– Monday, February 9 at 5:30 p.m.

Seating is limited.

Do you have a clear understanding of the market, economic, and political forces shaping the financial landscape? Join us for a special presentation at Camp Creek Inn as we discuss important topics affecting those in or nearing retirement.

  • What actually drove market performance in 2025 — and which headlines mattered less than people think.
  • Major market surprises from the past year and what lessons can be taken from them.
  • Why strong market performance doesn’t always mean low risk, especially heading into a new cycle.
  • Where inflation pressures appear to be easing, stabilizing, or potentially returning and why that matters.
  • What current employment trends may signal about the broader economy and future market conditions.
  • How interest rates, inflation, and economic growth are connected and why small shifts can have a big impact.
  • Areas of the market that may be showing signs of excess, stretched valuations, or speculative behavior.
  • How political cycles and policy uncertainty can affect markets, volatility, and overall confidence.
  • What the 2026 midterm election cycle could mean for regulation, taxes, and market sentiment.
  • How to think about positioning during periods of uncertainty without relying on predictions or headlines.
  • Common mistakes people make during volatile or uncertain markets — and how to avoid them.
  • And MUCH more.

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited.

Meet Your Presenters

Rick Wedell, RFG Advisory

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG’s Investment Team, Rick manages multiasset portfolios and provides strategic insights on asset allocation and portfolio construction. Rick also leads the design and enhancements of RFG’s custombuilt, institutional-caliber, client-focused investment platform known as “Bluemonte”, currently managing over $3 billion of assets under management.

 

Rick’s guiding principle is simple, straightforward analysis coupled with a consistent, rigorous investment process. Recognizing that foundations and family offices often enjoy a significantly higher level of access and sophistication around portfolio management, Rick designed an innovative investment experience focused on bringing that level of service and direct accessibility to financial advisors at RFG Advisory.

Lynne Wiggins, Ariv Wealth

A thirty-five year veteran in the securities industry both as an Attorney and Financial Advisor, Lynne enjoys working closely with her clients in developing an overall strategic wealth management plan aligned with their goals and family legacy plan. As an award-winning Advisor, FINRA Arbitrator, former SEC Attorney and trial counsel for several Fortune 500 companies, Lynne’s experience spans decades and across multi-disciplines.​ Lynne and her family are sports enthusiasts and enjoy outdoor life in Austin with their 3 dogs and horses.

Richard King, Ariv Wealth

Richard King brings a strategic, client-focused approach to wealth management guiding families, business owners, and corporate executives through financial planning designed to shape their futures. A graduate of West Point with a Bachelor of Science degree, Richard has continued to deepen his knowledge, earning the Certified Retirement Planning Counselor (CRPC) designation and completing the Certified Financial Planner (CFP) education program at Rice University. His commitment to continuous learning allows him to offer thoughtful insights and tailored strategies to his clients.

Beyond his work, Richard thrives on adventure- whether traveling, skydiving, or tackling hands-on projects at home. He and his wife share a love for animals, caring for their two dogs and cats.

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (RFG Advisory or RFG) a registered investment advisor. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.

 

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

 

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

 

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

 

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.