Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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April 9th, 20253:00 pm CT

April 9th, 2025 | 3:00 pm CT

Virtual

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Navigating Medicare

Health care is a major retirement expense. Finding the best coverage among the alphabet soup that is Medicare is confusing.

Join us to hear Meredith Edwards, Director of Senior Markets from Caravus, discuss trends in health care, the Medicare market place and how to shop for plans that fit your needs.

This presentation will offer clarity and guidance on what steps to take to find the right coverage for you.

Register Now

Featured Speakers

  • Tad Gray

    Wealth Advisor

    Learn more about Tad

    Tad is passionate about helping people create the future they want and fulfilling their most important promises. Tad partners with his clients to help reveal both the purpose and methods for creating a financial plan that positively impacts their family. These conversations provide clients with a sense of accomplishment and peace of mind about the future they envision.

  • Joli Fridman

    Wealth Advisor

    Learn more about Joli

    Whether she’s meeting with clients at the office or leading a class, Joli Fridman has a passion for educating people on a better way to invest and pursue their financial goals. Joli strives to help clients find peace of mind by collaborating with them to find innovative solutions and create a personalized plan to achieve their most important goals. Joli has a broad base of experience and knowledge, and for over 25 years she has been helping clients fulfil their financial dreams. She helps clients through goal-specific financial planning, evidence-based and tax-efficient investment strategies, and simply getting to know her clients better so she understands their passions and what they want to achieve financially.

  • Meredith Edwards

    Director of Senior Markets

    Learn more about Meredith

    Meredith joined Caravus in August 2016 and has held several roles, from Analyst to Senior Market Advisor. In January 2022, she became the Director of Senior Markets, focusing on helping individuals navigate their Medicare options as they approach eligibility. Meredith is a licensed life and health broker and can assist individuals in over 40 states. She also holds a spot on the Senior Marketing Specialists Advisory Council. She is passionate about simplifying the complex Medicare landscape and providing personalized support to clients.

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