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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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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Lifestyle Services

    September 26, 2024

    Lifestyle Services Presents: Aging in Place: What You Need to Know Webinar Recording

    Lifestyle Services and O’Connor Professional Group hosted an insightful webinar on what you needed to know to successfully age in place.

    Watch the video

  • Lifestyle Services

    March 04, 2024

    Lifestyle Services: Financial and Emotional Considerations for Families Dealing with Dementia

    Join Lifestyle Services and concierge senior care planner Care Right for an insightful webinar discussing the financial and emotional considerations for families who have coped with dementia.

    Watch the video

  • Lifestyle Services

    January 23, 2024

    Lifestyle Services Presents: The Art of Aging Gracefully

    Lifestyle Services and O’Connor Professional Group, discuss nurturing your mind and body so you can embrace the aging journey.

    Watch the video

  • Lifestyle Services

    November 07, 2023

    Lifestyle Services Webinar Recording – Supporting Aging Loved Ones During Holidays

    As the Holiday season approaches, Lifestyle Services and O’Connor Professional Group shared information on navigating this special time of year with an aging loved one.

    Watch the video

  • Lifestyle Services

    June 21, 2023

    Live Well and Thrive Webinar Recording: Your Guide to Aging and Care Planning

    Lifestyle Services welcomed our senior care planning concierge, Care Right, for a discussion about aging and care planning for yourself, your aging parents, or your special needs children.

    Read the article

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