At Envision, we’ve had a busy and rewarding June, and we’re excited to keep the momentum going with a full slate of engaging events this July. Whether you’re looking to stay informed about the markets, protect your digital life, or engage in thoughtful conversation about technology and ethics, we hope you’ll join us.
📊 Mid-Year Market Outlook
📅 Wednesday, July 16 | 🕠 5:30–6:30 PM
We’re halfway through 2025—and what a year it's been. In this presentation, we’ll reflect on key market trends using both hard data and softer economic signals. Come gain insight into what the next six months might bring and how to prepare.
🔐 Cybersecurity Workshop: Practical Steps for a Safer Digital Life
📅 Wednesday, July 23 | 🕠 5:30 PM
Staying secure online doesn’t have to be overwhelming. This workshop will walk you through actionable steps—like managing passwords, securing devices, and spotting scams—so you can build a personalized cybersecurity checklist. Let’s take this important step together.
📖 Book Discussion: Klara and the Sun by Kazuo Ishiguro
📅 Wednesday, July 30 | 🕠 5:30 PM
This summer, we’re reading Klara and the Sun, a beautifully written novel that explores artificial intelligence and the nature of human connection. Though fiction, it opens the door to meaningful questions about the future of AI in our lives. I couldn’t put it down—and I can’t wait to hear what others think.
🗓️ Looking Back: June Events Recap
Last month we hosted two thought-provoking gatherings:
A Long-Term Care Planning Workshop, which focused on real-world strategies to support aging with dignity (not a pitch for insurance).
A book discussion of King Dollar by Paul Blustein, diving into the history—and future—of the U.S. dollar’s global dominance.
If you missed the Long-Term Care Workshop, a video recording is available, just give a call.
📘 Coming in August: The World for Sale by Javier Blas & Jack Farchy
📅 Discussion: Wednesday, August 20 | 🕠 5:30 PM
This investigative work explores the secretive world of global commodities trading—an eye-opening look at the forces shaping our planet’s resources. I first heard the authors on Freakonomics, and the conversation was too fascinating to ignore. Start reading now so you can join the discussion!
At Envision Wealth Planning, we believe in more than just numbers—we’re here to create space for education, dialogue, and community. We look forward to seeing you soon.