Online calculators and DIY strategies promise simplicity, but retirement planning is rarely straightforward. From taxes and investments to estate planning and insurance, small oversights can lead to big consequences. In The Perils of DIY Financial Planning, Advisors Jasen Gilbert and Kyle Kennedy will share real-life stories that reveal where well-intentioned do-it-yourself planning often goes wrong — and how to avoid common pitfalls. Join us on March 17, 2026 to gain practical insights into aligning your financial decisions with what matters most, protecting your loved ones, and knowing when additional support or perspectives may help strengthen your long-term plan.