Fall is in full swing, and it’s been a busy season here at U-Vest®! From our annual conference to recognizing important causes like Breast Cancer Awareness Month and Estate Planning Awareness Month, this time of year reminds us of the importance of planning ahead—whether it’s for your health, your finances, or your future.
Here’s a look at what’s been happening and a few ways we can help you stay on track with your goals as we head into the final months of the year.
U-Vest® Supports the Tallahassee Buddy Walk for Down Syndrome Awareness Month
Each year, the Tallahassee Buddy Walk brings families, friends, and community members together to celebrate individuals with Down syndrome and promote awareness, inclusion, and advocacy. Developed by the National Down Syndrome Society, the event highlights the incredible range of abilities within this community and the importance of support for all.
This cause is especially meaningful to the Davino family. CEO Michael Davino and his wife, Kyle, who serves on the board of the Down Syndrome Foundation of Tallahassee, are deeply dedicated to Down syndrome advocacy and community involvement. Their son, Micah, who is blessed to be one of the children born with it, continues to inspire their efforts and the mission behind events like the Buddy Walk.
U-Vest® was proud to sponsor the 2025 Tallahassee Buddy Walk this month, with proceeds going directly toward scholarships, events, advocacy, and resources for individuals with Down syndrome in the Tallahassee community. We’re honored to stand alongside the Davino family and everyone working to create a more inclusive future. To donate to this amazing cause and support kids like Micah, visit https://www.dsfttally.com/donation-form!
Honoring Breast Cancer Awareness Month
October is Breast Cancer Awareness Month, a time to recognize the impact this cancer has on millions of lives and the importance of early detection, education, and supporting research that benefits millions worldwide.
Each year, about 240,000 women in the U.S. are diagnosed with breast cancer, along with 1 in every 100 cases found in men. Regular screenings and annual check-ups remain key to early detection, and healthy habits like staying active, maintaining a healthy weight, and limiting alcohol can help reduce risk.
Beyond the physical and emotional toll, a diagnosis can also create unexpected financial challenges. If breast cancer has touched your life or someone you love, we’re here to help “U” plan ahead and find confidence in your financial future.
Schedule your life insurance checkup with your financial advisor today!
Prioritize Updating Your Estate Plan this Month
Have you thought about what will happen to your assets and loved ones when you’re gone? It can feel overwhelming, but a thoughtful estate plan provides peace of mind and ensures your wishes are honored.
Estate planning involves creating a strategy to manage and distribute your assets, protect your loved ones, and prepare for potential incapacity. No matter your age or wealth, everyone can benefit from professional guidance—because planning now can save your family time, stress, and uncertainty later.
Don’t wait to get started. Contact us today to schedule a review with an advisor and ensure your estate plan aligns with your goals and protects the people you care about most!
U-Vest® Conference 2025 Recap
Earlier this month, U-Vest® advisors gathered for our annual conference, hosted at the LPL Financial office in Fort Mill, South Carolina. The event brought together our advisors and sponsors for three days of learning, connection, and collaboration.
The conference kicked off with a golf tournament, followed by two days of workshops and presentations from advisors, sponsors, and industry leaders. Each session focused on strategies to strengthen business operations, enhance client service, and continue driving growth across the firm.
Events like this remind us of the power of shared ideas and teamwork—both of which keep U-Vest® moving forward together.
Special Dates Coming Up in November:
November 2 — Daylight Saving Time Ends
November 11 — Veterans Day
November 27 — Thanksgiving
November 29 — Small Business Saturday
November is National Veterans and Military Families Month
November is Native American Heritage Month
November is National Adoption Month