News & Events

Live events, monthly market insights, and practical articles—updated regularly.

Upcoming Events

Retirement Dinner Series | Mishawaka, IN | May 2026

May 7, 2026

Client Appreciation Dinner | Fort Myers | Mar 2026

March 10, 2026

Retirement Dinner Series | Fort Myers, FL | Mar 2026

March 9, 2026

Retirement Dinner Series | Fort Myers, FL | Feb 2026

February 9, 2026

Exclusive Retirement Movie Event | Fort Myers, FL | Jan 2026

January 27, 2026

Retirement Dinner Series | Fort Myers, FL | Jan 2026

January 19, 2026

Public Holiday Toy Drive | Mishawaka, IN | Dec 2025

December 9, 2025

CATEGORIES

Featured Podcast: Personal CFO Strategies for High-Net-Worth Planning

In this episode, high-net-worth individuals, business owners, and medical professionals explore the…

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November 21, 2025

Featured Podcast: Hidden Wealth Strategy the Ultra-Rich Use And You Don’t

Erik Brenner, CFP®, joined Jeffrey Feldberg on The Deep Wealth Podcast for…

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November 21, 2025
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How Hilltop Tax Services Supports Your Long-Term Financial Plan

We’ll lay it on the line. Your tax strategy plays a much…

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November 20, 2025

Featured Podcast: Retirement Income

Erik Brenner, CFP®, joined host George Grombacher on The Aligned Money Show…

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November 17, 2025
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Investment Committee Meeting Highlights – November 2025

MARKET UPDATE Equity markets have navigated a challenging environment with notable stability,…

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November 13, 2025
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Hilltop Kids 2025 4th-Quarter Holiday Appeal

Help Us Raise $2,500 for 2026 Scholarships As we close out another…

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November 13, 2025
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How Our Transparent Fee Structure Benefits Your Retirement Plan

When it comes to preparing for retirement, every decision matters, from how…

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November 12, 2025
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Why Doctors and Medical Professionals Need Specialized Financial Advice

A career in medicine is often associated with prestige, purpose, and strong…

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October 27, 2025
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The Benefits of Proactive Retirement Planning

Retirement planning is one of the most important steps in achieving lasting…

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October 21, 2025

Featured Podcast: Investment Secrets to a Tax-Free Future

Erik Brenner, CFP®, joined Dr. Axel Meierhoefer to discuss practical strategies for…

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October 14, 2025
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Investment Committee Meeting Highlights – October 2025

MARKET UPDATE The U.S. economy has demonstrated remarkable strength recently, highlighted by…

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October 9, 2025
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Hilltop Wealth & Tax Solutions Welcomes Robert Stephens & Company to Its Growing Tax Division

Mishawaka, IN – October 7th, 2025 — Hilltop Wealth & Tax Solutions…

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October 7, 2025
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Stop. Verify. Protect: Cybersecurity Essentials for Investors

Scams targeting investors have become both frequent and convincing. Messages can mimic…

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October 6, 2025

Featured Podcast: The Family Office Model—Made Accessible for the Rest of Us

Erik Brenner, CFP®, joined the Re:Invest Podcast to discuss the core principles…

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October 3, 2025
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Why Fiduciary Financial Advisors Are Essential for Your Wealth Management

Choosing someone to help guide your financial future is no small decision….

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September 22, 2025

Featured Podcast: Financial Freedom for Doctors – Strategies for Every Career Stage

Erik Brenner, CFP®, joined The Financial Freedom for Doctors Podcast to break…

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September 19, 2025
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Overcoming Tax Challenges with Hilltop’s Professional Advice

Taxes are a part of life, but that doesn’t mean they’re easy….

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September 18, 2025
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Investment Committee Meeting Highlights – September 2025

MARKET UPDATE All eyes are on the Fed as we head into…

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September 10, 2025
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How Strategic Tax Planning Can Save Your Business Thousands

Running a business takes grit, long hours, and constant decision-making. From managing…

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September 8, 2025
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How Tax Planning Can Enhance Your Wealth Management Strategy

When people think about growing their wealth, they often focus on smart…

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September 8, 2025