Pathlight Advisors’ own Perry Buckman, President, Partner and Nicole Corning, Managing Partner recently hosted a 2‑hour CPE credit event for CPAs at Cooper’s Hawk Winery & Restaurant, bringing together professionals for a day of connection, learning, and skill‑building. The program featured exceptional guest speakers; Casey Benny, Regional Vice President of John Hancock and Ben Quella, Private Wealth Director of Hines; whose combined expertise delivered a dynamic and informative session filled with practical insights and actionable takeaways.

Beyond the presentations, attendees enjoyed a warm, social atmosphere that encouraged networking, idea‑sharing, and relationship‑building, all within the inviting setting of Cooper’s Hawk. It was truly a meaningful day of education, collaboration, and professional growth.

The Pathlight Advisors team gathered in the conference room this week for a vision board session centered on personal goals for 2026. Team members spread out magazines, photos, and colorful markers, ready to capture the dreams and intentions they want to carry into the new year.

The room felt relaxed and encouraging as everyone shared pieces of what they hope to grow into; healthier routines, new skills, deeper connections, financial milestones, travel plans, and the kind of balance that often gets lost in the rush of daily work. People shared about what motivates them, what they want more of, and what they’re ready to leave behind.

By the end of the session, the table was filled with boards that reflected not just goals, but stories: images of places someone hopes to visit, words that inspire confidence, reminders to slow down, and symbols of personal breakthroughs waiting to happen. Each board became a snapshot of who that person is becoming.

The team walked out with a renewed sense of clarity and a visual reminder of the personal intentions that will guide them through 2026; not just as professionals, but as people.