The 2026 Money Playbook - Markets, Policy and Your Money

Thursday, May 28th | Doors Open at 6:00 PM | Irvine, CA

There’s a lot of noise right now in 2026 when it comes to money.

Markets feel unpredictable. Policies are constantly shifting. And it’s becoming harder to tell what actually matters — and what doesn’t.

This workshop is designed to change that.

The 2026 Money Playbook is a focused, educational evening for individuals who want to better understand today’s financial landscape and make more informed decisions moving forward.

This is a clear, grounded breakdown of:

• How markets have behaved historically and how today’s environment is different
• What recent policy changes actually mean for you
• What may be coming next and how to think about it
• Practical strategies, including often-overlooked actions that can meaningfully impact your financial life

This evening is designed for people who want clarity.

Whether you’re actively investing, planning for the future, or simply want a stronger understanding of how to navigate today’s financial environment, you’ll be in the right room.

• A clearer understanding of what’s actually happening in today’s markets
• More confidence in how to think about your money
• Insight into what truly matters and what can be ignored
• A stronger sense of direction moving forward

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If you’ve been looking for a clearer, more grounded understanding of today’s markets and how to navigate them, this is an evening worth being in.

Secure your spot and join us!

Your hosts

Jerry Citarella has been teaching people about money since 1992. He's the author of The Truth Helps, hosted a radio show and wrote a newspaper column under the same name, and has spent three decades running educational workshops on financial planning and consumer protection. He's a financial advisor at Prosperitas Financial, an independent advisory firm.

Grant Moulton is a financial advisor at Prosperitas with a degree in Financial Economics from the University of Maryland and over a decade of experience in the industry. He holds CRPS®, WMS®, and APMA® designations and teaches the way he advises: built for people who want to actually understand what they're deciding, not just be told what to do.

Watch the video below to learn more.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Jerry Citarella