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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.

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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

    June 23, 2025

    Springboard to New Adventures: Travel Trends in 2025

    In this Lifestyle Services webinar, Focus Partners Wealth and Springboard Travel share perspectives on the latest travel trends and provide tips for planning your vacation in 2025 and beyond.

    Watch the video

  • Lifestyle Services

    October 21, 2024

    Multi-Generational Getaways: Creating Lasting Memories for Every Age

    Lifestyle Services and Truvay Travel discuss how to plan a family vacation tailored to your group’s individual and collective needs, to create a lifetime of positive memories.

    Watch the video

  • Lifestyle Services

    October 13, 2023

    2023 Lifestyle Services Live Well and Thrive Webinar: Bucket List Living™ – Summer Travel Destinations to Plan Ahead

    Lifestyle Services travel provider Truvay Travel discuss the most in-demand travel destinations that you’ll want to start planning now.

    Watch the video

  • Lifestyle Services

    September 20, 2023

    2023 Lifestyle Services Live Well and Thrive Webinar: Once-in-a-Lifetime Travel Experiences

    Lifestyle Services spoke to adventure travel provider, Epic Private Journeys, about life-changing travel experiences and adventures you don’t want to miss.

    Watch the video

  • Lifestyle Services

    January 26, 2023

    Bucket List Living™ Travel Experiences

    Listen to The Colony Group’s Brad Levin, Senior Wealth Advisor and Mimi Lichtenstein, Owner of Truvay Travel as they guide us on this journey.

    Watch the video

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