Perspective Financial Group

EXPERT EDUCATION

Events and Webinars

Property and Casualty

2026 P&C Market Outlook: Preparing for What's Next

Join EVP and Property and Casualty Practice Leader Justin Foa for an informative conversation on key findings and takeaways from Alera Group's annual flagship 2026 Property and Casualty Market Outlook Report.

January 20, 2026 at 01:00 pm CT | Virtual

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Employee Benefits

Foundations – Understanding the Multigenerational Workforce

In our three-part webinar series, Designing Benefits That Work – A Data-Driven, Multigenerational Focus, we’ll explore multigenerational workforce insights, debunk generational myths, share early- and late-career planning strategies, review legal and compliance trends and provide actionable tools and resources.

January 21, 2026 at 10:00 am CT | Virtual

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Employee Benefits

Designing Benefits for Early - and Mid-Career Employees

In our three-part webinar series, Designing Benefits That Work – A Data-Driven, Multigenerational Focus, we’ll explore multigenerational workforce insights, debunk generational myths, share early- and late-career benefit strategies, review legal and compliance trends, and provide actionable tools and resources.

February 4, 2026 at 10:00 am CT | Virtual

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THOUGHT LEADERSHIP

Insights

Wealth Services

The Hidden Cost of Sitting on Cash

Holding cash might feel safe — but it could be quietly costing you. Learn how to find the right balance between flexibility and growth, so your money keeps working as hard as you do.

July 28, 2025

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Wealth Services

Tuition, Travel, Retirement — Can You Plan for It All?

You’re juggling college savings, retirement planning, and living fully today. Here’s how a personalized plan can help you balance it all — without losing momentum or peace of mind.

July 28, 2025

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Wealth Services

What Does Wealth Mean to Your Family?

Wealth is more than a number — it’s what you’re able to do with it. Discover how aligning your financial strategy with your family’s values can lead to greater clarity, connection, and purpose.

July 28, 2025

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Wealth Services

Monthly Market and Economic Update - June 2025

Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.

July 7, 2025

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    Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.