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About Focus Partners

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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Events

Upcoming Events

As passionate communicators and educators, we offer a variety of programs for our clients and community. Participate in nationally coordinated informational sessions with our industry thought leaders, local education programs, client celebrations and special events. Our Focus Connects suite of educational programs includes webcasts, blogs, videos, seminars and more — so you can join us in whatever way you find most engaging.

All Events

  • February 19th, 2026 | 11:00 am CT

    Virtual

    Strategies for Managing Portfolio Capital Gains

    In this session, Chief Planning Officer Jeffrey Levine will share practical strategies investors can use to help manage portfolio capital gains and reduce their overall tax impact, without losing sight of long-term investment goals.

    Event Details

  • February 25th, 2026 | 1:00 PM CDT

    Virtual

    Scam-Proof Your Taxes: Why Online Advice Can Lead to Costly Mistakes

    In this webinar, Sean Kelly, Senior Director, Tax Services, will discuss how to protect your wealth from misinformation, helping you separate smart planning from risky shortcuts. 

    Event Details
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