Town Hall at Lowell Observatory

About the Presentation

Join us at Lowell Observatory on Cinco de Mayo for an evening town hall led by the Babb Financial Group advisory team, designed around thoughtful discussion and real‑world planning considerations. The conversation will be guided by the questions submitted in advance, along with questions asked throughout the evening, allowing the discussion to focus on the topics that matter most to those in the room. Friends or family are welcome to attend if you think they’d enjoy the conversation.

What This Evening Is About

Rather than a scripted presentation, this town hall centers on the types of questions that naturally arise in planning conversations—questions shaped by market uncertainty, economic headlines, and long‑term decision‑making. When you register, you’ll have the opportunity to submit a question in advance and select the themes you’re most interested in exploring.

To add broader context, we’ll be joined by Wes Crill, PhD, who works on the research side of Dimensional. His role is to provide perspective from academic and historical market research, helping inform the broader discussion alongside the practical planning insights shared by our advisory team.

Cinco de Investo Evening Social

After the town hall, the conversation continues during our Cinco de Investo Evening Social, from 6:30 to 8:30 p.m. It’s a relaxed way to move from the structured portion of the evening into more personal conversations—while also taking a moment to enjoy the date with those you choose to bring.

We’ll have a thoughtful selection of food and drinks, including wine, beer, margaritas, seared ahi tuna strips, shrimp skewers, mini cheese quesadillas, and appetizers such as hummus, chips, and guacamole.

It’s an easygoing environment to connect with our team, visit with other attendees, and continue exploring the questions that matter most to you. Friends or family members are welcome to join you.

Disclaimer: This event is for educational purposes only and is not intended to provide specific investment, tax, or legal advice. The views expressed by the speaker are their own and may not represent those of Babb Financial Group. Investing involves risks, including the potential loss of principal. Please consult with a qualified professional before making any decisions based on the topics discussed.