Sync Wealth Advisors

09/08/2026

Join us for an inspiring webinar as we honor the 25th anniversary of September 11th. Hear firsthand accounts from two remarkable individuals, Steve Gatto & Noah Currier, whose lives were forever changed by that day.

Remembering 9/11: Two journeys, one spirit
September 11, 2026 | 1:00 pm CT
Register here: https://bit.ly/4ieW4KF

09/08/2026

Join us for an inspiring webinar as we honor the 25th anniversary of September 11th. Hear firsthand accounts from two remarkable individuals, Steve Gatto & Noah Currier, whose lives were forever changed by that day.

RBC's Steve Gatto, will share his experience as a 23-year-old finance trainee on the 61st floor of the South Tower, his harrowing escape, and how that morning shaped his lifelong commitment to honoring first responders.

Noah Currier, a former Marine deployed to Afghanistan and Iraq following 9/11, will discuss his journey from tragedy to triumph after a life-altering spinal cord injury, and how adaptive sports and service to fellow veterans became his path forward.

These stories of survival, resilience and purpose remind us of the strength of the human spirit.

Remembering 9/11: Two journeys, one spirit
September 11, 2026 | 1:00 pm CT
Register here: https://bit.ly/4ysobe8

09/01/2026

Did you know 32% of families use college savings plans as a way to pay for college?

Education expenses evolve over time, but the advantage of starting earlier hasn’t changed. Savings plans start working now, well before the acceptance letters roll in.

𝐋𝐞𝐭’𝐬 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐬𝐨 𝐈 𝐜𝐚𝐧 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐩𝐥𝐚𝐧 𝐟𝐨𝐫 𝐟𝐮𝐭𝐮𝐫𝐞 𝐞𝐱𝐩𝐞𝐧𝐬𝐞𝐬.

09/01/2026

Your interest rate may not tell the whole story. If your interest is tax deductible, your after-tax borrowing cost could be lower than you think.

Learn more about how strategic borrowing could work for you. https://bit.ly/4qNnCc9

08/05/2026

MID-YEAR SYNC

Reflections & Roadmap for the rest of the year

YOU ARE INVITED to join the Sync Wealth Advisors team with Tom Paulson, Tuck Holman, Steve Gatto, Alex Ingalls, Charlie O'Neil, and Lindsay Strickland who will discuss the market movements through the first half of the year and key considerations for what may lie ahead.

MARK YOU CALENDAR for Tuesday, August 18at at 3:30CT

Please reach out for the details and to start a connection.

[email protected]
224-516-6812

Syncwealthadvisors.com

06/17/2026

Passionate about a career in finance PLUS a beloved company culture & a long-tenured team with industry-leading metrics?

All of those boxes are checked with The Paulson Holman Gatto team at RBC Wealth Management! Learn more by clicking on the link below! The role is in-person at our Lake Forest, IL office.

04/24/2026

Join us Tuesday, April 28th at 4:00 CT for "As the World Turns" — a timely market update with Lindsay Strickland. She'll break down what's driving market performance, the investing trends worth watching, and what to monitor as earnings season heats up.

Interested? Reach out to us at [email protected] or give us a call at 224-516-6843 to obtain the registration link.

For more details on our upcoming events, visit our team website: www.paulsonholmangatto.com/events

04/23/2026

Tom Paulson has been named to Forbes 2026 Best-in-State Wealth Advisors list. Our team is honored to celebrate this recognition, which reflects his dedication to helping clients navigate their financial futures with thoughtful guidance and a client-first approach.

The 2026 Forbes “Best-In-State Wealth Advisors” award was announced April 2026. Data as of 6/30/2025. The award is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes advisor’s best practices, client retention, industry experience, compliance records; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

https://bit.ly/4cNaPzZ

02/23/2026

Dreaming of retiring at 65? Before you do, can you answer these 6 questions? From cash flow strategy to Social Security timing, here is a breakdown of what you need to know.

Daydreaming about retiring at 65? Use this checklist to see if you're ready.

06/26/2025

At RBC, we understand how important preserving family values and ensuring legacy is. Since education is a core value, RBC Echelon partners with one of the nation’s leading college preparatory consultants to offer guidance to position your children and grandchildren for success.