Join  Matthew O’Bryon, CIMA®, Brook Bright, CFA®, CFP®, and guest speaker Joe Flinner, CFP® for a two part discussion on January 27th at 4:00 PM. In the first half they will review the performance of the markets in 2021 and discuss the major trends they are keeping an eye on in 2022.  The update will conclude with helpful tips on getting organized, setting financial goals, and ways to save in the new year.