Click here to view our recent on-demand webcast presentations.
Future of Advice: How Technology Can Make Advisors More Valuable
Complimentary Webcast
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Decermber 12 | 2:00-3:00 p.m. ET
Featuring
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Craig Martin Executive Managing Director, Global Wealth and Lending Intelligence J.D. Power |
H. Adam Holt, CFP®️, ChFC®️
CEO and Founder
Asset-Map
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Derek Notman, CFP®️ CEO
Couplr
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Sponsored by
Ed Slott: Navigating Year-End IRA Strategies 2023
Complimentary Training
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Dec 13 | 1:00-2:00 p.m. ET
Featuring
Ed Slott - Expert FA Trainer
FEATURING LIVE Q&A WITH AMERICA’S IRA EXPERTS
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RMD Clarity: Due to the numerous recent RMD changes, clients and their beneficiaries will be asking you if they will have to take an RMD by year’s end.
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Year-of-Death RMD: Who should be responsible for this crucial distribution?
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Strategic Roth Conversions: Learn which clients stand to benefit most from converting now, considering future tax rates and Medicare implications.
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Charitable Planning with IRAs: Discover how QCDs can optimize giving, offset RMDs, and benefit both clients and beneficiaries.
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IRA Estate Planning: Gain insights on utilizing Roth conversions and other strategies for wealth transfer and minimizing state estate taxes.
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Distribution Planning: Is it wise for clients to take more than their annual RMD in 2023? Ed Slott weighs in on the best practices.
Don't miss this opportunity to glean actionable strategies from the foremost authority on retirement planning.
Produced by
Client Acquisition Masterclass: A Proven Process To Master Client Acquisition
Complimentary Webcast
December 14 | 2:00-3:00 p.m. ET
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
Produced by
What it takes to have a $2+ Million Income
Complimentary Webcast
December 19 | 2:00-3:00 p.m. ET
Featuring
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Russ Alan Prince
Executive Director
Private Wealth Magazine
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Jerry D. Prince
Director of Integrated Academy
Integrated Partners
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- Are highly motivated to excel by growing their HNW practice.
- Recognize the pivotal role accountants play with their HNW clients.
- Are technically proficient, which includes the expertise of their team.
- Are willing to take action that can produce a steady stream of new HNW clients.
- The webinar is also for senior management of wealth management firms that want to support their advisors in significantly upscaling their practices.

Complimentary Webcast
December 7 | 2:00-3:00 p.m. ET
Featuring
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Colleen Bell President, Innovation and Experience Cambridge Investment Group, Inc. |
Jeff Vivacqua President, Growth and Development Cambridge Investment Group, Inc. |
Sponsored by
[2024 and Beyond] The Future of Thematic Investing: Expert Views on 5 Long-term Structural Megatrends
Complimentary Webcast
December 6 | 2:00-3:00 p.m. ET
Featuring
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Yuri Khodjamirian, CFA Tema CIO and Monopolies and Oligopolies ETF Portfolio Manager Tema |
Chris Semenuk American Reshoring ETF and Global Royalties ETF Portfolio Manager |
Javier G. Lastra, CFA Luxury ETF Portfolio Manager |
David K. Song, MD, PhD, CFA Oncology ETF Portfolio Manager |
Sponsored by
Understanding Social Security Decisions
Complimentary Webcast
December 5 | 1:00-2:00 p.m. ET
Featuring
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Justin R Clarke, CRPC® Director of Sales Execution John Hancock Investment Management |
Ryan Curry, CFP®, CMFC® Senior Vice President, Business Consultant John Hancock Investment Management |
- The roots of Social Security
- Where Social Security stands today
- Changes to know about for 2024
- Helping to maximize your clients’ Social Security benefit

Uncovering Opportunities to Support High Net Worth Households
Complimentary Webcast
December 4 | 2:00-3:00 p.m. ET
Featuring
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Moderator: Zach Parker, CFP®, MBA
Senior Vice President, Wealth Planning Advice & Innovation
Osaic
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Speaker: Ryan Yamada, CFP® RICP® BFA™
AVP Advanced Planning
Osaic
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Speaker:
Mike Randall
Director of Business Development
Premiere Trust
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Speaker:
Mike Raczkowski, J.D., CFP®
SVP, Head of Advanced Planning, Sales Support & Underwriting
Highland Capital Brokerage
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Sponsored by
Empowering Business Owner Conversations
Complimentary Webcast
November 16 | 1:00-2:00 p.m. ET
Featuring
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Michelle Fuller, CEPA®, CIMA®, CETF® Managing Director of High Net Worth DistributionJohn Hancock Investment Management |
Andrew J. McFetridge, CEPA®, CPWA®, CRPC® Head of Strategic Relationships and Investment Specialists John Hancock Investment Management |
Key takeaways
1 Exit Planning Institute State of Owner Readiness Survey, 2022.
Sponsored by
Client Acquisition Masterclass: A Proven Process To Master Client Acquisition
Complimentary Webcast
November 8 | 2:00-3:00 p.m. ET
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
Produced by
Complimentary Webcast
November 1 | 1:00-2:00 p.m. ET
Featuring
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Nancy Steenson
College Admissions Coach
Steenson College Coaching
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Doug Lyons, CRPC®
529 Specialist
John Hancock Investment Management
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- Current trends in admissions, including college pricing and recruiting strategies
- Why early decision may be the right move for some students
- Upcoming changes to the FAFSA and the anticipated effect on financial aid for some families
This webinar is designed to help you understand all the costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan.
Sponsored by
How to Build a Pipeline of High Net Worth Accountant Referrals
Complimentary Webcast
October 26 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Russ Alan Prince
Executive Director
Private Wealth Magazine
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Jerry D. Prince
Director of Integrated Academy
Integrated Partners
|
- Are highly motivated to excel by growing their HNW practice.
- Recognize the pivotal role accountants play with their HNW clients.
- Are technically proficient, which includes the expertise of their team.
- Are willing to take action that can produce a steady stream of new HNW clients.
- The webinar is also for senior management of wealth management firms that want to support their advisors in significantly upscaling their practices.

Complimentary Webcast
October 18 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Craig Martin
Executive Managing Director, Global Wealth and Lending
J.D. Power
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- Discover the "7 Habits of Highly Successful Advisors": Explore the key traits and strategies that set the most successful advisors apart in today's competitive landscape.
- Understand the symbiotic relationship between advisor satisfaction and the quality of advice provided to clients, creating a win-win scenario for all.
- Learn how elevating the quality of advice provided to clients can create a more fulfilling advisory role.
Presented by
Follow The Money: How RIAs Can Capture Wallet Share While Helping Clients Earn More On Reserve Savings
Complimentary Webcast
September 28 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Brett Orvieto Managing Managing Director, Senior Wealth Advisor Dakota Wealth Management |
Ben Cruikshank President Flourish |
Sponsored by
Building A Large Practice Doesn't Mean More Work For You
Complimentary Webcast
September 26 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Craig Taucher Managing Director and Head of Independent Branch Services Charles Schwab & Co., Inc. |
Erin Yost Independent Branch Leader and Schwab Franchise Owner Charles Schwab & Co., Inc. |
Financial Advisors are consistently challenged with having to be all things to their clients and their business; making it a challenge to grow and scale their practices.
But, Financial Advisors who’ve become Schwab Franchise owners have solved that problem - they leverage the brand, resources, and subject matter experts of Schwab to scale their businesses.
Join Craig Taucher, Head of Schwab’s Independent Branch Services, and Erin Yost, Independent Branch Leader and Schwab franchise owner, as they discuss how Erin built her business to match her vision without taking on all the work.
Sponsored by
Understanding Medicare: The Ins And Outs of Medicare Coverage
Complimentary Webcast
September 20 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Matthew A. Blandford, CRPC®, CEPA® Senior Vice President John Hancock Investment Management |
Danielle K. Roberts Founding Partner Boomer Benefits |
Learn how to help your clients and prospective clients plan for Medicare decisions by learning about the parts of Medicare and how they work, enrollment rules, and the costs associated with Medicare.
Topics will include:
• Medicare parts and when to enroll
• The latest on Medicare costs
• Medicare Advantage
• What your clients need to know about working past 65
This webinar is designed to help you understand all the costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan.
This webinar on Medicare’s role in retirement income planning is just one example of the practice management resources that we offer to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your client’s evolving needs while taking your business to the next level.
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Secure 2.0 Update with Ed Slott: Navigating Looming Uncertainties for Your Clients' Retirement and Savings
Complimentary Training
Sep 7 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
Ed Slott - Expert FA Trainer
FEATURING LIVE Q&A WITH AMERICA’S IRA EXPERTS
As the rubber meets the road for SECURE 2.0, many unanswered questions hang in the balance with the IRS and Congress. Join us for a timely conversation with Ed Slott discussing:
- Technical corrections
- IRA annuity RMD issues
- Roth 401(k) planning for high-income employees
- New surviving spouse options for 2024
- RMD relief and penalty waivers
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Produced by
Amplify Your Charitable Impact with Invest in Others' Grants and Awards for Financial Advisors
Complimentary Webcast
August 10 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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R. Barkley Payne
President and Executive Director
Invest in Others Charitable Foundation
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John Hyland
Invest in Others Board & Co-founder
and Managing Director
Private Advisor Group
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Gail Perry-Mason
Senior Director-Investments Oppenheimer & Co. Inc. &
winner of the 2022 Invest in Others Lifetime Achievement Award
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- Over $5,000,000 granted since 2007
- More than 500,000 lives impacted each year
- Over 500 charities supported since 2007
Sponsored by
Complimentary Webcast
August 8 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Casey Baum Portfolio Manager Dimensional Fund Advisors |
Stanley Black Co-Head of Strategy ResearchDimensional Fund Advisors |
- Explore Dimensional’s legacy and close ties to the academic community, and how these ties have been foundational in their research process
- The philosophy that underpins their research and investment approach
- Dimensional’s approach to portfolio construction as it relates to the John Hancock Dimensional ETFs and indices
- Some unique ways that Dimensional thinks about portfolio implementation and how that differentiates from other systematic managers
Sponsored by
How to Become a Masterful Storyteller
Complimentary Webcast
July 19 | 2:00-3:00 p.m. ET
This event will not be available on demand.
Featuring
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Mitch Anthony |
Steve Sanduski, CFP |
- The power of masterful storytelling.
- How to craft your own stories to deepen your client connection.
- How to elicit stories from your clients.
- The critical role emotion and empathy play in storytelling.
- Why putting your client’s LIFE at the center of the planning conversation is critical.
Complimentary Webcast
June 28 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Host: Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP® Managing Partner of Wealth Solutions & Director of Retirement Research, Carson Group
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Host: Gregg Johnson
National Sales Director, Carson Group
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- Simplified and streamlined their tech stack and STOP handling your own tech support
- Utilized a strong investment platform to scale portfolio management and asset allocation, leveraging a top-notch research team for guidance.
- Effortlessly outsourced operations and compliance tasks
- Woken up to new, warm leads on their calendars
- Found a marketing partner that actually knows what works for advisors
- Gotten real support acquiring new firms
Sponsored by
The Behavioral Coaching Formula: Winning Trust and Improving Outcomes
Complimentary Webcast
June 21 | 1:00-2:00 p.m. ET
Click here to view on demand
Featuring
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Michael DiJoseph
Senior Strategist, Investment Advisory Research Center
Vanguard Investment Advisory Research Center
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Maria Quinn
Service Advice Strategist, Investment Advisory Research Center
Vanguard Investment Advisory Research Center
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When markets are volatile, your clients may experience ups and downs in their investments that can stir up strong feelings. That’s when they need you the most, to guide them through the uncertainty and help keep them on the right track to reach their investment goals.
This is when behavioral coaching can have the biggest impact on your practice. We’re inviting you to a webinar with Vanguard to:
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Learn about the principles of behavioral coaching and how to apply them within your client conversations.
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Dive into Vanguard’s Advisor’s Alpha® research that shows how behavioral coaching is the greatest contributor of an advisors’ value and driver of practice outcomes, and
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Find out about behavioral coaching resources available for you to use in your practices today.
Sponsored by
Leverage Advanced Planning Services to Differentiate Yourself and Grow Your Practice
Complimentary Webcast
June 13 | 4:00-5:00 p.m. ET
Click here to view on demand.
Featuring
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Moderator: Joel P. Bruckenstein, CFS, CMFC, CFP®
President, Technology Tools for Today (T3)
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Speaker: Andrew Altfest, CFP®, MBA
Founder & CEO of FP Alpha and President of Altfest Personal Wealth Management
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Speaker: Steven Siegel, JD
President
The Siegel Group
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Speaker: Kris Althouse, CIC, ARM
Senior Vice President, Middle Market Client Services Manager
CBIZ Insurance Services, Inc.
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Topics that will be discussed include:
- Defining the advisor’s responsibilities in the process.
- What does a P&C review include?
- How advisors can increase their fees by offering estate and P&C reviews and secure a competitive advantage.
- How a P&C review by a financial advisor can create savings and protection for the client and additional revenue for the advisor.
- The opportunity to bring in the next generation into the conversation when offering estate planning.
- How AI driven technology can provide scalability and time savings in estate and P&C but creating repeatable processes.
- Specific use cases regarding estate and P&C reviews.
This is a must-attend webinar that will be moderated by wealth tech legend, Joel Bruckenstein, and is for any advisor looking to enhance their value proposition and deliver truly holistic service to their clients.
Sponsored by
Chat with Ed Slott: Mid-Year IRA Updates & Planning Ideas
Complimentary Webcast
May 15 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
Ed Slott - America's IRA Expert, Ed Slott and Company, LLC
Give your clients meaningful value and refuel your 2023 business momentum with timely, actionable insight from America’s IRA Expert!
Tune in for the latest IRA updates, including new rulings, problem areas and IRS guidance. Get answers to your biggest questions and proactive, up-to-the-minute planning insights to share with your clients immediately through this interactive session with Ed Slott.
Produced by
Complimentary Webcast
May 9 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Justin R Clarke, CRPC®
Director of Sales Execution |
Jason M. McKinney, CRPC®
Senior Vice President, Business Consultant |
If you’re being asked about the latest bout of market volatility, it’s a great opportunity to attract and retain clients by demonstrating the value that you add as a financial professional. You can share the depth of your knowledge not only about today’s markets but about the historical tendency of market patterns to repeat themselves even as circumstances constantly change. But how do you demonstrate this in a compelling way that could help clients invest through anxiety-inducing geopolitical events and shifting economic cycles?
- What does the history of market returns tell us?
- Is diversification dead?
- Is there a wrong time or right time to invest?
- What do inflation and rising rates mean for my life and my portfolio?
Sponsored by
Preparing Your Practice For Success in the Coming Decade: Why You Need A New Approach To Client Advice, Service, And Practice Management
Complimentary Webcast
April 27 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
Ric Edelman - Founder, Digital Assets Council of Financial Professionals & The Truth About Your Future
Sponsored by
Complimentary Webcast
April 26 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Kirk Hulett
Executive Vice President, Business Coaching & Consulting |
Jeff Sietstra, BFA™
Vice President of Business Coaching Teams |
Grow your business, optimize efficiencies, and achieve greater success through team building! Adding junior team members to your practice has numerous benefits – for you, your clients, and the associate(s) you hire.
Join us for this 1-hour webinar opportunity, where you’ll learn:
- Tips for building a team for efficiency and growth
- Your role as an owner, including which duties you should perform yourself or assign to others
- How to leverage marketing and technology to help grow your junior associate’s client base
- Why team building is critical for succession planning
Join Advisor Group’s Jeff Sietstra, BFA™ VP Business Coaching Teams and Kirk Hullet, Executive Vice President, Business Coaching & Consulting on Monday, April 26, 2023, at 2:00 PM ET for a discussion on Building Opportunities Through Teams.
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It's Time to Ban "Retirement" from the Retirement Conversation
Complimentary Webcast
April 6 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Mitch Anthony |
Steve Sanduski, CFP |
Most advisors effectively handle the money question. Few are adept at handling the emotion question.
While most financial advisors hold themselves out as "retirement planners," the reality is, retirement is a dying concept and will be gone as the boomer generation ages out. Today's leading advisors understand that the traditional 3-stage model of life--education, work, retirement--is giving way to a non-linear multi-stage lifestyle where people will cycle in and out of education, work, leisure, recreation, sabbatical, gig economy, and encore careers. And this new cyclical lifestyle will require significant changes in the nature of financial planning and the role of "saving for retirement."
Join ROL Advisor Co-Founders, Mitch Anthony, and Steve Sanduski, on Thursday, April 6, 2023, at 2 PM ET for a conversation on helping clients chart their own retirement course on their terms.
Complimentary Webcast
April 4 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Elizabeth Wong
National Director of Philanthropic Advisory Services |
Julia Reed
National Director Charitable Consulting |
Research shows that more than 80% of your high-net-worth clients are likely to be charitably inclined and looking for philanthropic guidance. How do you optimize your offering to deepen client relationships and achieve better outcomes?
In this session, you will learn:
- Current trends among charitably inclined clients
- How to integrate philanthropy into a donor’s wealth management strategy
- If a private foundation, donor-advised fund, or a combination of both is the right fit for your clients
- Tax efficient strategies and case studies to share with your clients
- Tools and resources to support philanthropic conversations


Complimentary Webcast
March 30 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Brandon Rakszawski
VP, Director of Product Management |
Andrew Lane
Director of Equity Research – Index Strategies |
- Large-cap U.S. companies dominate investor portfolios despite the fact that there are far more small- and mid-cap (SMID cap) companies in the market
- Less analyst coverage of SMID caps tends to lead to less efficiency in this market segment which can contribute to higher risks for investors
- Morningstar’s proven approach of targeting companies with advantages, or “moats” that are also trading at attractive valuations can help investors access U.S. SMID caps with confidence
Sponsored by
Complimentary Webcast
March 28 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Rico Casares, CFP®, CLU®
Vice President, Director of Business Consulting
AssetMark
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Kezia Samuel, CFA®, CAIA®
Vice President, Investment Consulting
AssetMark
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Balancing the needs of your clients with the needs of your advisory business is challenging, but it’s essential to maintaining growth and scale. Rico Casares and Kezia Samuel of AssetMark will discuss how to navigate the challenges advisors face through phases of growth by identifying opportunities to increase value, drive growth, and boost your firm’s performance. From client segmentation to succession planning to other key issues, our experts will identify the key decisions advisors must make to build a sustainable, successful business.
Sponsored by
Strategies for Resilience During Volatile Markets: Liquid Alternatives and Long/Short Equity
Complimentary Webcast
Mar 22 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Moderator: Jack Swift
President and CRO
TIFIN
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Speaker: Chetan Jindal Patton
Founder & CIO
Greenwich Ivy Capital
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Speaker: Eric Leake
President & CIO
Anchor Capital
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Today’s market volatility has investors looking for ways to maximize their returns and minimize their losses. With a low correlation to traditional assets, liquid alternatives and long/short equity strategies offer a unique opportunity for potential gains during times of market volatility. Join the conversation with TIFIN’s President and Chief Revenue Officer, Jack Swift as he talks with Greenwich Ivy’s Founder and Chief Investment Officer, Chetan Jindal, and Anchor Capital’s President and Chief Investment Officer, Eric Leake as they discuss liquid alternatives and long/short equities, and the potential value these strategies can bring to the modern investor.
- Global events and their impact on liquid alternatives and long/short equities;
- Short-term vs. long-term benefits of a long/short strategy for the modern investor;
- Unique approaches to developing long/short funds including risk management, dynamic hedging, and more.
Sponsored by
Women, Wealth, And Wisdom: The Who, What, And Why Of Growing Your Client Base
Complimentary Webcast
March 8 | 1:00-2:00 p.m. ET
Click here to view the replay
Featuring
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Michelle Fuller, CIMA®, CETF®
Managing Director of High Net Worth Distribution |
Sarah Jean Walter, CIMA®, ABFP™, APMA™, CSRIC®, AWMA®
Regional Vice President |
- First Time Home Buyer (w/Financial literacy checklist and First-time home buyer checklist)
- Business Owner (with Business owner checklist)
- Newly Widowed (With Executor checklist)
- Newly Divorced (with Newly divorced checklist and Preparing for divorce checklist)
- Caring for Aging Parents (with Longevity planning checklist)
- Estate Planning (with Estate planning checklist)
- Nearing Retirement (with Retirement readiness checklist)
- Leaving a legacy -strategic philanthropy (with Philanthropy worksheet & checklist)
Sponsored by
Large Cap Growth: For the Next Wave of Innovation and Beyond
Complimentary Webcast
February 23 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Speaker: Andrew Choi
Portfolio Manager, Senior Research Analyst
Parnassus Core Equity Fund
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Speaker: Shivani Vohra
Portfolio Manager, Senior Research Analyst
Parnassus Investments
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Moderator: Joe Sinha, CIMA®
Chief Marketing Officer
Parnassus Investments
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- Assess whether growth stocks now offer good opportunities after falling in value
- Learn whether the mega-cap technology companies are likely to lead the way with the rebound
- Consider whether Environmental Social and Governance (ESG) is an opportunity or a challenge for large growth stocks
- Discuss how important profitability is to growth stock performance
- Debate whether previous market darlings represented heavily in the indexes, will regain leadership
Sponsored by
Long-Term Growth and Retirement: Design Your Strategy with Longevity in Mind
Complimentary Webcast
February 22 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Moderator: Sharon French
President of Asset Management
TIFIN
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Speaker: Troy Patton
Founder and Managing Director
Archer Funds
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Speaker: David Sissman
Co-Portfolio Manager
Private Capital Management
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While not always top of mind, longevity and retirement investing are core components of a balanced and resilient investment strategy. Join the conversation with TIFIN’s President of Asset Management, Sharon French as she talks with Archer Funds’ Founder and Managing Director, Troy Patton, and Private Capital Management’s Co-Portfolio Manager, David Sissman as they discuss the importance of longevity in a modern investment strategy.
Topics covered in this webinar include:
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Long-term growth and retirement strategies for the modern investor;
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The benefits and challenges associated with retirement investing in a volatile market;
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SME outlook on retirement investing and the long-term growth category for 2023 and beyond.
Sponsored by
The Roadmap For Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients
Complimentary Training
February 16 | 2:00-3:00 p.m. ET
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
Produced by
Ultimate Rainmaker: Building A Steady Stream of New Wealthy Clients From Accountants and Attorneys
February 15 | 2:00-3:00 p.m. ET
Registration for this masterclass is now closed.
Featuring
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Russ Prince Executive Director of Private Wealth magazine & Chief Content Officer for High-Net-Worth Genius |
Produced by
SECURE 2.0 - What Advisors Need To Know With Ed Slott
Complimentary Webcast
January 25 | 1:00-2:00 p.m. ET
Click here to view on demand.
Click here to read Answers To Advisors' 2023 Beneficiary RMD Questions
Featuring
Ed Slott - America's IRA Expert, Ed Slott and Company, LLC
From the SECURE Act ringing in the new year in 2020 to SECURE 2.0 kicking off 2023, there are more rules, effective dates, and limitations than ever before for advisors to keep straight!
Tune in as Ed Slott shares the essential planning updates and conversations you need to be having immediately, while his team of America’s IRA Experts answers your questions in real-time via chat, including:
- Highlights of new Secure 2.0 Act provisions—what is and is not included
- How you can help your clients wade through the confusion generated around RMDs now...And in the future
- Roth-o-mania! Why Roth options and conversion evaluation is more critical now than ever
- Ed’s 3-year plan to capitalize on today’s high inflation rates
- Answers to your biggest questions!
Produced by
End-of-Year Tax Planning Tips Advisors Need To Know Now
Complimentary Webcast
December 15 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Moderator: Evan Simonoff
Editor-in-Chief and Editorial Director of Financial Advisor Magazine
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Speaker: Bill Vasil, CPA, CFP, MACC
Tax Partner at Ary Roepcke Mulchaey, P.C
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Speaker: Andrew Altfest, CFP®, MBA
Founder and CEO of FP Alpha
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Speaker: Jessica Nelson, CPA, CFA Altfest Personal Wealth Management |
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Decumilation Diversification: Draw-Down Retirement Strategies To Help Make The Most Of Hard Earned Assets Accumulated
Complimentary Webcast
December 14 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Schyler Adams, CFP®
Advanced Strategies & Planning Platforms Director
Allianz Life Insurance Company of North America
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A look at how to diversify your income during retirement using advanced concepts to help hedge against the potential increase of taxes and inflation. In this session, we will analyze a case study and make adjustments to how we are drawing down our assets to look at the impact it has on the Monte Carlo score, or Probability of Success, along with other quantitative factors to analyze when making adjustments in a financial plan.
Learning Objectives
- Trade-off of paying taxes now vs later
- How to ease the risk of rising inflation and taxes throughout retirement
- How to quantify with data reasons behind increases, or decreases, in the monte carlo probability of success
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
How ESG Can Bridge Next-Gen Wealth Transfer Conversations
Complimentary Webcast
December 13 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Angie O' Leary
Head of Wealth Planning
RBC Wealth Management |
Andrew Heald, CRPC® Sr. Vice President - Financial Advisor
RBC Wealth Management
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Kent McClanahan, CFA®
Head of Responsible Investing
RBC Wealth Management |
- Kent McClanahan, Head of Responsible Investing
- Angie O’Leary, Head of Wealth Planning
- Andrew Heald, Senior Vice President - Financial Advisor
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Seeking Income as the Outcome in 2023
Complimentary Webcast
December 8 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Garret Paolella
Co-founder and Managing Partner
NEOS Investments
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Mark Yusko
Founder, CEO and Chief Investment Officer
Morgan Creek Capital Management |
Aaron Gilman
Chief Investment Officer
Independent Financial Partners |
Join us for a discussion with industry veteran and CEO/CIO of Morgan Creek Capital Management, Mark Yusko, where he’ll provide his thoughts on what 2023 may bring - from a potential recession to continued interest volatility – and how investors may be able to position their portfolios for success.
Garrett Paolella, Co-Founder & Managing Partner at NEOS Investments, will outline unique investment solutions with a specific focus on generating tax efficient income, and various ways to implement them.
Aaron Gilman, CFA, CFP®, Chief Investment Officer at Independent Financial Partners, will offer investment ideas for the new year and how financial advisors can incorporate income strategies into a diversified investment portfolio.
The expert panelists will discuss:
- Inflation, the Fed, and maintaining purchasing power in 2023
- How to seek tax efficient monthly income from core portfolio exposures
- An advisor's perspective on how to position client portfolios
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Understanding Medicare: What Your Clients Need To Know For 2023
Complimentary Webcast
November 17 | 1:00-2:00 p.m. ET
Click here to view on demand
Click here to view slides.
Featuring
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Russ Darren Smith, CFP, ChFC, CMFC, GFS, CFS
SVP and Head of Sales |
Danielle Kunkle Roberts
Founding Partner |
Financial professionals today are faced with many important topics to address with their clients. Some are more challenging than others, such as understanding Medicare and how it affects your client’s financial plan into retirement. Learn how to help your clients plan for Medicare decisions by understanding the ins and outs of the program and its many parts. This is critical knowledge for advisors and investors for many reasons, including the impact of premiums, copays, and deductibles on retirement income. We will cover:
- History of Medicare
- Medicare parts & when to enroll
- Medicare costs
- Medigap plans
- Medicare Advantage plans
- Working past 65
- Impact of the Inflation Reduction Act of 2022 on Medicare
The webinar will be hosted on Thursday, November 17, 2022 at 1:00 P.M., Eastern time, by Darren Smith, CFP, ChFC, CMFC, GFS, CFS, SVP and Head of Sales at John Hancock Investment Management and Danielle Kunkle Roberts, Founding Partner at Boomer Benefits. Key takeaways include:
- Understand all costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan
- Compare the differences between Original Medicare + Medigap plans versus Medicare Advantage plans
- Learn how Medicare enrollment works so that you can help clients avoid lifelong penalties
- Changes in prescription drug affordability due to the Inflation Reduction Act of 2022
Sponsored by
Dividends and Beyond: Generating Income In Today's Environment
Complimentary Webcast
November 16 | 11:00 a.m.-12:00 p.m. ET
Click here to view on demand.
Featuring
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Moderator:
Tim Stegner TIFIN |
Speaker:
Alex Graf, CIMA, CRPC
Nuveen
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Speaker:
Ian Mortimer
SmartETFs
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With midterm elections closely approaching, there isn't much Congress can do from a fiscal standpoint to better inflation, monetary policy will likely be the best tool.
Join TIFIN’s President & CRO, Jack Swift, Nuveen’s Alex Graf, ETF Specialist, Institutional and ESG Models, and SmartETF’s Co-Portfolio Manager, Dr. Ian Mortimer for a conversation on why dividends and other investment vehicles are relevant today in a high-inflationary environment.
Topics covered in this webinar include:
- The battle of “Fire” (Inflation) vs “Ice” (Interest Rates), who’s going to win that battle and by how much
- The midterm elections and the challenge of raising rates
- Where to allocate your capital and generate income in today’s environment

The Roadmap For Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients
Complimentary Training
November 15 | 2:00-3:00 p.m. ET
Click here to register.
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
Produced by
Breaking Down Biblically Responsible Investing with Bright Portfolios
Complimentary Webcast
November 10 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Moderator:
AJ Boury TIFIN |
Speaker:
Ben Malick, CFA, CK, CFA
Bright Portfolios
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Speaker:
Stephen Stricklin, CFP, CKA, CFA
Bright Portfolios
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Money should do good for all. But most investments only focus on returns. For people of faith, this shouldn’t be enough. It should be possible to get returns that match – and possibly outperform – the market without sacrificing or compromising their beliefs.
Join TIFIN and Bright Portfolios’ Stephen Sticklin and Ben Malick as they share how advisors can incorporate biblically responsible investing into their own portfolios:
- Deep dive into why they are dedicated to biblically responsible investing
- Their investment screening philosophy
- How they construct their portfolios
- Common misconceptions
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Finding Attractive Income In Today's Market
Complimentary Webcast
November 9 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Moderator:
Erez Yereslove TIFIN |
Speaker:
Eric Boughton, CFA
Matisse Capital
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Speaker:
Jeff Klingelhofer, CFA
Thornburg Investment
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Tightening cycles, midterm elections, and no recession in sight, what investment vehicles are best to weather the storm and shield against your income portfolios? Join TIFIN’s COO Erez Yereslove, Matisse Capital’s Eric Boughton, Portfolio Manager, and Chief Analyst, and Thornburg’s Jeff Klingelhofer, Managing Director, Head of Investments, for a conversation on the search for income in a tightening cycle.
Topics covered in this webinar include:
- Solutions for today’s environment to bolster your income portfolios, including, but not limited to, closed-end funds
- How to take advantage of fund structures during periods of liquidity
- Types of funds an investor should purchase in the bond space
- Risks of cash distributions
- Macroeconomic outlook: Fed rate hikes and their impact on income

Learning from the M&A Journey for Women-Led Firms
Complimentary Webcast
November 3 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Speaker: Christina Markell-Balleza, JD
Managing Director, General Counsel |
Speaker: Christeen Reeg
Principal, Financial Advisor
CAPTRUST
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Moderator: Margaret Jarocki
Senior Director, Integration
CAPTRUST
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Sponsored by
Complimentary Webcast
Oct 13 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Shawn Reynolds Portfolio Manager VanEck Global Resources Strategy, VanEck Environmental Sustainability Strategy and VanEck Future of Foods ETF |
Commodities have emerged from their decade-long bear market sparked by accelerating environmental requirements and unforeseen geopolitical events, coupled with years of underinvestment. As inflation concerns linger, investors may be overwhelmed and under allocated to the benefits of resource equities as well as to those areas poised to respond to the move towards cleaner, sustainable alternatives. VanEck’s Shawn Reynolds, Portfolio Manager of the Global Resources Strategy and the Environmental Sustainability Strategy, will discuss how to recalibrate portfolios and expectations based on current conditions and the ongoing resource transition.
- Current market environment including fundamentals, governmental policy and regulation, and global growth
- Sector-specific analysis on conventional and renewables sectors
- Companies at the forefront of current trends and portfolio-specific considerations
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Winning More: Become The Preeminent Financial Advisor In Your Community
Complimentary Webcast
October 11 | 4:00-5:00 p.m. ET
Click here to view on demand.
Featuring
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John Bowen Founder and CEO of CEG Worldwide |
Chris Smith Creator ofThe Campfire Effect™
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Sponsored by
Faith-Based Investing Is No Longer In The Background
Complimentary Webcast
October 6 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Bob Doll, CFA®
Chief Investment Officer |
David Hanna
Chief Investment Officer
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Mike Skillman
CEO
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Increasingly, clients are concerned that their portfolios be aligned with their values. Faith-Based investing has a dual mandate to generate investment returns in a faithful manner. The number of values-based investment offerings from institutional quality managers has been on the rise in recent years and continues to grow.
In a webinar sponsored by Faith Investor Services, learn from two seasoned institutional investment professionals the best practices of faith-based investing. Bob Doll, CIO of Crossmark Global Investments and Tony Minopoli, CIO of Knights of Columbus Asset Advisors will discuss:
- The Importance of discussing your client’s values impact on their investment plan.
- Does faithful investing require sacrificing return or increasing risk?
- The difference between negative screening, emphasizing good companies and corporate engagement.
- Update on current state of the market and outlook for the remainder of 2022.
Sponsored by
Growing Your Business with ESG
Complimentary Webcast
September 29 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Joe Sinha, CIMA®
Chief Marketing Officer |
Kelly Bush
Director of Retail Intermediary
Parnassus Investments
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Sponsored by
Growing Your Practice Through Modern Charitable Giving Strategies & Technologies
Complimentary Webcast
September 22 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Cor Hoekstra
Executive Vice President |
Nick Stonestreet
CEO
RonaldBlue Trust
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- Help clients understand the strategic benefits and tax advantages of Donor Advised Funds versus other charitable vehicles, and include their families in the process
- Learn how digital philanthropic planning can set your practice apart and drive greater prospect conversion and client retention
- Empower client giving by bringing philanthropic planning into the center of the advising relationship
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Understanding Medicare: The Ins And Outs Of Medicare Coverage
Complimentary Webcast
September 21 | 1:00-2:00 p.m. ET
Click here to view on demaind.
Featuring
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Russ Darren Smith, CFP, ChFC, CMFC, GFS, CFS
SVP and Head of Sales |
Danielle Kunkle Roberts
Founding Partner |
Financial professionals today are faced with many important topics to address with their clients. Some are more challenging than others, such as understanding Medicare and how it affects your client’s financial plan into retirement. Learn how to help your clients plan for Medicare decisions by understanding the ins-and-outs of the program and its many parts. This is critical knowledge for advisors and investors for many reasons, including the impact of premiums, copays, and deductibles on retirement income. We will cover:
- History of Medicare
- Medicare parts & when to enroll
- Medicare costs
- Medigap plans
- Medicare Advantage plans
- Working past 65
The webinar will be hosted on Wednesday, September 21, 2022 at 1:00 P.M., Eastern time, by Darren Smith, CFP, ChFC, CMFC, GFS, CFS, SVP and Head of Sales at John Hancock Investment Management and Danielle Kunkle Roberts, Founding Partner at Boomer Benefits. Key takeaways include:
- Understand all costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan
- Compare the differences between Original Medicare + Medigap plans vs. Medicare Advantage plans
- Learn how Medicare enrollment works so that you can help clients avoid lifelong penalties
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Charitable Giving: Realizing Your Vision For A Better World
Complimentary Webcast
September 20 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Angie O' Leary
Head of Wealth Planning
RBC Wealth Management |
Cyndy Ranzau
Wealth Strategist
RBC Wealth Management |
Cathy Walker
Sr. Trust Consultant
RBC Wealth Management |
Betsy Erikson
Head of Family and Individual Services
Arabella Advisors |
- Angie O’Leary, Head of Wealth Planning at RBC Wealth Management
- Cyndy Ranzau, Wealth Strategist at RBC Wealth Management
- Cathy Walker, Sr. Trust Consultant at RBC Wealth Management
- Betsy Erickson, Head of Family and Individual Services at Arabella Advisors
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Future Proof Your Portfolio: Invest In Innovation
Complimentary Webcast
September 15 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Moderated by:
AJ Boury |
Speaker:
Thomas Hartmann-Boyce
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Speaker:
Jeremie Capron
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- Their mutual beliefs in opportunities in the robotics, automation, and healthcare innovation space
- Why now is the time to invest
- Different ways to get exposure in your portfolio
- Predicted outlooks for the innovation space
Sponsored by
Efficient Personalization: An Enhance Approach To Building Model Portfolios
Complimentary Webcast
September 13 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Izaak Mendelson
Head of Models Distribution |
Karl Desmond
Director, US Model Portfolios
Invesco Investment Solution
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A growing number of financial professionals are transitioning to the “model practice” with the goal of amplifying the performance of their portfolios, their teams, and their businesses while increasing efficiency. Model portfolios are just one way of creating economies of scale within an advisor’s practice, giving advisors the opportunity to deploy time, energy, and resources to areas that likely matter most to their clients and teams.
- How model portfolios can support an advisor’s business
- Why now is the moment for model portfolios with examples from Invesco’s offering
- An update on the current state of the market and Invesco’s outlook for the remainder of 2022
- And more
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
How Accounting Firms Wealth Management Practices Excel
Complimentary Webcast
September 8 | 2:00-3:00 p.m. ET
Click here to view the replay.
Featuring
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Russ Prince Executive Director of Private Wealth magazine & Chief Content Officer for High-Net-Worth Genius |
Homer Smith Managing Director of the Integrated Family Office &Founder of Konvergent Wealth Partners |
A significant percentage of accounting firms have wealth management practices or are joint-venturing with financial advisors to provide wealth management services. Some of these endeavors are working well, but the greater majority are not coming close to their potential.
This webinar will explain how accounting firm wealth management practices can achieve their potential. Topics to be addressed include:
- The four core principles of accounting firm elite wealth management practices
- How to build an elite wealthy management team
- How accountants can best identify wealthy client opportunities
- How accountants can most effectively introduce wealth management to their wealthy clients
- How to significantly grow the accounting firm's wealth management practice and other accounting practices simultaneously
- How to create a steady stream of new wealthy clients for the accounting firm
This webinar is for:
- Senior management at accounting firms with wealth management practices who want to exponentially grow these practices
- Senior management at accounting firms who want to establish highly profitable wealth management practices
- Wealth managers that are part of accounting firms who are looking to significantly generate more revenues
- Financial advisors and wealth managers wanting to work with accounting firms that can share in financial services revenues
Produced by
Creating a Goals-Based Retirement Income Plan
Complimentary Webcast
July 26 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Michael Finke, Ph.D
Professor of Wealth Management and Frank M. Engle Distinguished Chair in Economic Security |
- Identify when it’s appropriate to transition from portfolio-based to goals-based retirement income planning.
- Understand the impacts of investment risk
- Identify strategies to fund fixed expenses in retirement
- How guaranteed income can balance spending with investment risk
- The value of annuities for guaranteed income
Sponsored by
The Search for Liquid Alternatives
Complimentary Webcast
Jul 20 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Moderated by: Matt Barley, RICP®
Director of Advisor Sales
Magnifi by TIFIN
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Speaker: Marc Drummer, CAIA, CIMA®
Managing Director & Portfolio Manager
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Speaker: Jean Paul Lagarde
Chief Investment Officer
Advisor Resource Council |
- The current drivers of consumer price increases
- Why real assets are an effective hedge against inflation
- Allocating to alternative asset classes with 40 Act funds
- Advisor tools to compare funds by 100+ investment metrics
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Disruptive Innocation and the Search for Fundamentals
Complimentary Webcast
Jul 14 | 2:00-3:00 p.m. ET
Click here to view the replay.
Featuring
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Moderated by: Matt Barley, RICP®
Director of Advisor Sales
Magnifi by TIFIN
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Speaker:
Thomas Hartmann-Boyce, CFA
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Speaker: Dan White, CFA
Client Portfolio Manager
ARK Investment Management |
- The major differences between the late nineties and today
- How five major innovation platforms are transforming the economy
- Managing client fears and expectations through turbulent markets
- Tools for advisors to compare disruptive innovation strategies
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Best Practices for Evaluating a Private Real Estate Fund Manager
Complimentary Webcast
July 13 | 2:00-3:00 p.m. ET
Click here to view the replay.
Featuring
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Michael Episcope Co-CEO
Origin Investments
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Since the beginning of the year, stocks and bonds have been under immense selling pressure due to rising inflation and increasing concerns over a potential recession. In a traditional 60/40 portfolio, bonds have historically played an important role in generating stable income and reducing risk, while stocks seek to deliver growth and capital appreciation. However, the rapid onset of inflation has caused the lure of the 60/40 portfolio to crumble and has forced many advisors to look to alternative asset classes such as private real estate to help achieve their clients’ financial goals. Today, more advisors than ever are considering private real estate for their clients’ portfolios in search of the inflation-protected returns, passive income and public market diversification that a private real estate investment offers.
Prudently entering into a new alternative asset class like private real estate can be both challenging and a heavy lift for advisors and requires careful research and due diligence. With a host of investment strategies, structures and managers out there, finding the real estate manager and strategy that is the best fit for your clients is key for successful execution.
In this webinar, Origin investments Co-CEO Michael Episcope will provide an overview of the different ways to invest in private real estate, how to avoid unforeseen landmines and how to evaluate the best options and managers available. He will discuss the differences between operators and crowdfunding platforms; syndications and funds; fees and reporting structures; and incentive mechanisms that ensure alignment between managers and investors.
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by |
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Complimentary Webcast
June 30 | 1:00-2:00 p.m. ET
Click here to view the replay.
Featuring
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Andrew J. McFetridge, CPWA, CRPC Head of Strategic Relationships and Investment Specialists
John Hancock Investment Management
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In today’s environment of investment product commoditization and fee compression, research shows that clients are increasingly turning to financial advisors for comprehensive financial planning. While that’s a service that adds true value to your client relationships, it can present challenges for traditional fee models.
Successful advisors are responding with innovative approaches that John Hancock Investment Management will explore in a webinar offered through its Practice Management Network, which provides resources designed to help you meet your clients’ evolving needs while taking your business to the next level. The webinar, “The Changing Fee Landscape,” will cover:
- The changing industry landscape and trends for financial planning fees
- The pros and cons of common fee models for planning services
- The types and depth of planning services that an advisor can provide
- The approaches and fee models of highly successful advisors who provide comprehensive financial planning as a core client deliverable
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
The Roadmap For Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients
Complimentary Training
June 23 | 2:00-3:00 p.m. ET
Click here to register for the next event.
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
Produced by
Retirement Income Strategies - How Will The Secure Act 2.0 Impact Retirement Planning And Advice?
Complimentary Webcast
June 16 | 1:00-2:00 p.m. ET
Replay is unavailable.
Featuring
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Bill Meyer Income Solver |
William Reichenstein Head of Research
Retiree Income and Social Security Solutions
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- Tax-efficient Withdrawal Strategies to maximize wealth and leverage impending changes
- Changes to Roth Conversion approaches over time
- Specific focus on RMD and tax changes that are likely to impact how you advise your clients
- Case studies show the "value" of specialized retirement advice and outcomes of varying client examples implementing the Secure Act changes
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Uncovering the Hidden Investor: Personalization Solutions for Investors Focused on Emerging Trends
Complimentary Webcast
June 9 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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AJ Boury |
Robert Minter, CFA, CMT, CAIA
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Dorrit Lowsen President & COO Change Finance |
- Themes and trends shaping viewpoint investing in the second half of 2022
- Commodities and energy transition
- How to access diversified exposure to ESG companies through ETFs
- And more
Sponsored by
Allocating to Alternatives: Selecting the Right Tool for the Job
Complimentary Webcast
June 8 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Wylie Tollette
Franklin Templeton Investment Solutions |
Gene Podkaminer CFA, Head of Research Franklin Templeton Investment Solutions
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- A practical guide to key alternative asset classes, including hedged strategies and private equity, debt, and real estate
- The critical roles they each can play in a diversified portfolio
- Best practices for asset allocation
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Behavioral Finance: The Power Of Behavior To Build Wealth + Health
Complimentary Webcast
June 7 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Ryan Bertrand VP Managing Director Advanced Markets
Transamerica |
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
The Search for Impact in Competitive Long-Term Returns
Complimentary Webcast
May 17 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Moderated by: Matt Barley, RICP®
Director of Advisor Sales
Magnifi by TIFIN
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Speaker:
Leah Turino
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Speaker: Joana Arthur
Investment Director
Boston Common Asset Management |
Speaker: Jack Meyercord
Chief Investment Officer
Conscious Endeavors
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- How advisors can fulfill a dual mandate of financial return and social change
- Shareowner engagement tools, success stories, and 2022 trends
- Investing frameworks that help address gender-based violence
- Technology that enables advisors to discover new impact investments
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Denial Is Over. Deal With Inflation.
Complimentary Webcast
May 12 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
David Schassler - Portfolio Manager and Head of Quantitative Investment Solutions, VanEck
Many investors have never experienced the extensive risks and destructive portfolio impact that high inflation inflicts. Investors last faced inflation risk in the early-to-mid 2000s with the most notable bout of inflation occurring in the 1970s.
Over the last several months, the inflation debate has evolved from whether there would be any inflation at all to how high and how long it will last. With the first part of the debate seemingly settled and the answers to the magnitude and duration questions pointing toward higher and persistent, the need for investors to reconsider their portfolio exposures has taken on even more importance.
Join David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions, for an examination of current inflation drivers and how to adapt allocations using real assets, including gold, commodities, and natural resources equities, to offset its potentially detrimental effects.
In this upcoming webcast, topics will include:
- Parallels to the High Inflation Regimes of the 1970s and 2000s
- Historical Real Asset Outperformance Compared to Traditional Assets
- Managing Portfolios to Hedge Inflation Risk in Today’s Cycle
Sponsored by
The Reproposal: Secrets To Becoming A Top Financial Advisor
Complimentary Webcast
April 28 | 4:00-5:00 p.m. ET
Click here to view on demand.
Featuring
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Christopher Volpe
Director, Wealth Management Solutions
Informa
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Franklin Tsung
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Jermaine Edwards
Founder
Customer Transformation Thinking & Irreplaceable Advisory Group
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- Discover what successful advisors are incorporating into their presentations and proposals to win and retain clients
- Easily identify opportunities to engage investors and earn referral introductions
- Learn the value of integrating digital assets and why 2022 is the year to make it happen
Sponsored by
The Elite Wealth Manager Summit: Become The Preeminent Advisor In Your Community
Virtual Conference
April 27-29
Click here to view the next CEG Worldwide event.
Register today and join us on April 27–29 for The Elite Wealth Manager Summit: Become the Preeminent Advisor in Your Community. We’ll show you everything you need to break through to the level you’re aiming for and become the go-to advisor the affluent regularly seek out.
The answer lies in the elite wealth manager framework. You’ll discover this powerful road map used by top advisors in our industry to move to the highest levels of success. We’ll unpack this framework together and teach you exactly how to pull the three levers within it to greatly accelerate your own success. Here’s a sneak peek at those levers:
- Clarity of intent: Crystal clear goal clarity plus the business model elites use to serve exactly the right clients
- World-class client experience: The tools that result in greater client loyalty, expanded AUM and introductions to qualified prospective clients
- A wealthy client pipeline: The proven, repeatable process for systematically attracting new affluent clients while moving as far upmarket as you wish
Sponsored by
Redefining Investing in a Redefined World through Investment Personalization
Complimentary Webcast
April 26 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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David Lovell |
Eric Qian
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Jim Atkinson President SmartETFs
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Moderated by
AJ Boury - CMO of TIFIN Grow
The world is changing, and the varied approaches on how to invest in line with those changes can be daunting for investors and the advisors that serve them. Join TIFIN Grow in an exploration of how AI-driven personalization can help advisors connect to investments aligned with each person's unique profile. Fund managers Swan Global Investments, Emles, and SmartETFs will share their perspectives on the current market environment and the solutions that can help advisors customize to each client's preferences.
- Learn how technology can help advisors quickly uncover prospect and client fears, needs, and wants
- Explore how to deploy hyper-personalized proposals and portfolios
- Hear from different managers on approaches to the current environment ranging from hedging to made in America to areas of innovation that continue to present opportunities
Sponsored by
Capturing the Next Generation of Wealth: The Challenge and the Opportunity
Complimentary Webcast
April 7 | 2:00-3:00 p.m. ET
Click here to view the replay.
Featuring
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James Vogl |
Zoran Basich
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Get tips on:
- Understanding the coming influx of investors seeking a new financial advisor
- Using education as a key driver of advisor success
- Preparing for the client interactions and tech solutions that will resonate the most
- Talking about emerging asset classes like crypto
- Positioning your business to put yourself ahead of the competition
Sponsored by
Optimized Tax-Management Strategy: A Must-Have for Your Business
Complimentary Webcast
March 31 | 2:00-3:00 p.m. ET
Click here to view the replay.
Featuring
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Thomas Canals |
Christian Boinske
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Your future Ideal Clients are people with money who are currently doing business with other advisors.
Advisors know growing their practice depends on optimal tax management — fully 80% of investors expect their advisors to minimize their taxes. But the vast majority of advisors conduct tax-loss harvesting only at year's end, missing out on major opportunities, and nearly half rely on less-than-optimal tools like email and spreadsheets to monitor portfolio performance. This “optimization gap” leads many advisors to worry they could lose clients due to a lack of effective tax management.
Join us for a webinar on March 31 at 2:00 p.m. EST to discuss up-leveling your practice with up-to-date tax management strategies that save time, meaningfully optimize performance, and put you in a position to take proactive advantage of market conditions.
Get tips on:
- Single-stock strategies
- Optimal ETF deployment
- Creating multiple tax-harvesting options in each portfolio
- The role of automation in creating tax alpha
- And much more
Sponsored by
The Roadmap For Advisors: Learn A Proven Process To Master Client Acquisition & Acquire Ideal Clients
Complimentary Webcast
March 24 | 2:00-3:00 p.m. ET
Click here to register.
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
Produced by
The Ultimate Balancing Act: Managing Work, Family And Personal Priorities All While Avoiding Burnout!
Complimentary Webcast
March 16 | 2:00–3:00 p.m. ET
Click here to view the replay.
Featuring
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Kristen Kimmell |
Trisha Qualy
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Sibyl Slade
VP and Financial Advisor, LifePlan Advisors, Inc |
Moderated by
Suzanne Siracuse - Founder and CEO of Suzanne Siracuse Consulting
Financial professionals take care of their clients, their teams, and their families and make daily decisions that affect the balancing act of their professional and personal relationships. Our panel of working women will share their proven techniques and tactics to best manage your work-life balance in 2022. Join us as we discuss:
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The pandemic and its effect on work-life balance
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Real life examples on how to manage yourself when life gets out of balance
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The importance of community: How to ensure this is part of your balancing act
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Taking care of your team
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Burnout is real. Do not ignore this!
This program has been accepted for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Digital Assets: How To Use This New Asset Class To Gain More Clients And AUM - Even If You Hate Bitcoin
Complimentary Webcast
March 14 | 2:00-3:00 p.m. ET
Click here to view the replay.
Featuring
Ric Edelman - Founder, Digital Assets Council of Financial Professionals
The business of financial advice is as competitive as ever, and it’s never been more challenging to set yourself apart in your efforts to win new clients and assets. Now, the emergence of the first new asset class in 150 years – digital assets – offers you opportunity to invigorate your practice, generate new revenue, and enhance the value you provide to your clients.
Financial advisors are expected to generate $4.6 billion in fees from digital assets over the next 5 years, and 8 in 10 clients already expect their advisors to be knowledgeable about this new technology. And 6 in 10 clients are willing to switch advisors to get the advice they want and need about bitcoin and other digital assets. Join Ric Edelman as he shows you the business case for adding digital assets to your practice – and how to enhance your service even if you hate bitcoin! By the end of this session, you’ll know where to get the education you need and how to talk with your clients about digital assets.
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Produced by
The Search For Protection Against Elevated Inflation
Complimentary Webcast
March 10 | 3:00–4:00 p.m. ET
Featuring
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Don Casturo |
Sonya Morris
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Darren Spreeuw, Ph.D.
Portfolio Manager, Ratio Wealth Group |
Moderated by
Matt Barley - Director of Advisor Sales, Magnifi by TIFIN
Inflation rates in the U.S. have increased at the fastest pace in decades. In fact, U.S. CPI recently rose by 7.5% in January, the highest year over year increase since 1982. It's no surprise that many clients want to understand how this affects them and what steps you're taking to help hedge inflation and protect their portfolio.
Join our panel of specialists from Harbor Capital, Quantix Commodities, Ratio Wealth Group and Magnifi by TIFIN for a virtual panel discussion about:
● Current drivers of rising consumer prices
● Pros & cons of various inflation hedges and why commodities stand out
● Actionable strategies for hedging portfolios against elevated consumer prices
● Tools for advisors to discover, analyze, and propose new strategies
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Strategically Reaching The Next Generation Of Investors
Complimentary Webcast
March 8 | 2:00–3:00 p.m. ET
Click here to view the replay.
Featuring
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Thomas Hartmann-Boyce, Client Portfolio Manager, ARK Invest
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Hal Malone
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AJ Boury
Chief Marketing Officer, TIFIN Grow |
- Interacting with younger generations through personalization technology
- The power of AI and positive psychology in investments
- Uncovering unique viewpoints and interests such as ESG
- Starting conversations on unique client interests through thematic ETFs
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
The Benefits Of Investing In Multifamily Real Estate Development
Complimentary Inside Alternative Investments Conference Webcast
February 23 | 2:00-3:00 p.m. ET
Click here to register.
Featuring
David Scherer - Co-CEO, Origin Investments
According to the National Association of Realtors, more than 700,000 new apartment units were absorbed by renters in 2021, representing 50% more units than the pre-pandemic high and outpacing the roughly 360,000 new apartments delivered in 2021. This supply and demand imbalance is expected to continue, creating unprecedented opportunities for investors looking to generate outsized returns by investing in multifamily ground-up development.
In this webinar, Origin Investments Co-CEO David Scherer will discuss the tailwinds in the current market environment that have Origin bullish on multifamily development, such as increased rent growth, rising inflation and shortage in housing supply. He’ll also discuss how private multifamily real estate benefits an investor’s portfolio and why an increasing number of advisors are allocating their clients’ portfolios to private real estate.
Origin Investments is a private real estate manager that provides best-in-class real estate solutions for RIAs and their clients. They’ve been building, buying and lending to multifamily projects in fast-growing markets throughout the U.S. for 15 years. They rank in the top decile of best-performing private real estate fund managers ranked globally by Preqin, an independent provider of data on alternative investments.
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Predicting The Markets Webcast Series - Predicting Inflation
Complimentary Webcast
February 22 | 2:00-3:00 p.m. ET
Click here to view the video replay.
Featuring
Dr. Edward Yardeni - President, Yardeni Research, Inc.
Accurately predicting price inflation is one of the most important prerequisites for predicting the outlook for the stock and bond markets. A bad inflation forecast almost certainly will result in bad investment choices in all the major financial markets.
In this video webinar, legendary Wall Street economist and investment strategist Dr. Ed Yardeni reviews the history of inflation. He assesses the various measures that are used to track both prices and wages and examines various inflation models--including the war & peace paradigm, the Phillips curve (cost push), the output gap (demand pull), monetary velocity, productivity, and the Age Wave. Dr. Ed also discusses deflationary forces and the Fed’s inflation targeting approach.
Produced by
The Top Dos and Don'ts When It Comes To Your Website
Complimentary Webcast
February 9 | 2:00–3:00 p.m. ET
Click here to view the video replay. Click here for the presentation slides.
Featuring
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Susan Theder
Experience Officer, FMG Suite |
Samantha Russell Suite and Twenty Over Ten
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Mary Kate Gulick
Chief Marketing Officer, Carson Group |
An advisor’s website is their most important marketing asset. Acting as your digital office, it’s the first thing most prospects will see when searching for you online.
How can your website differentiate you from the rest of the pack? To be effective, your site needs to stand out and create a genuine connection with potential clients. But what does this mean for your site? Where should you focus your efforts and what features are most important?
Join Samantha Russell, Chief Evangelist of FMG Suite and Twenty Over Ten founder, and Mary Kate Gulick, Chief Marketing Officer at the Carson Group as they break down simple strategies to get the most out of your website.
You’ll walk away with:
- Simple design updates to attract the right audience and convert more visitors
- Content ideas to boost lead generation and drive new business
- A website referral strategy proven to close new clients
- Inspiration from real, effective advisor websites to spark your creativity
Simple website updates can make all the difference in your marketing. So join us and set yourself up for success in 2022.
Sponsored by
Advising Clients Through The Controllable Factors And Uncontrollable Risks Of A Retirement Spending Plan
Complimentary Webcast
February 8 | 2:00-3:00 p.m. ET
Video replay will be available soon.
Featuring
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Schyler Adams, CFP |
Mark Paulson |
A critical element of a successful retirement spending plan is creating consistent and sustainable income. When creating a plan there are four main variables you can control: the client’s retirement age, pre-retirement contributions, retirement income amount, and the asset allocation of the portfolio. After identifying a spending plan based on what clients can control, the plan is still exposed to four major uncontrollable risks: longevity, market returns, inflation, and portfolio shocks.
This session uses Monte Carlo analysis to help you better understand the impact of changing the factors clients can control as well as how sensitive the portfolio may be to uncontrollable risks. Additionally, we’ll evaluate the efficacy of adding a registered indexed linked annuity (RILA) with guaranteed lifetime income through an income benefit rider that is available for an additional cost to a traditional equity and bond portfolio to help clients better handle the uncontrollable risks they will face in retirement.
In this course we will:
- Discuss factors you can help clients control when advising them on their retirement plans and how each recommendation affects the plan’s chance of success.
- Discuss uncontrollable factors and how big of an impact they can have on an overall retirement plan
- Show recommended retirement portfolios which include a RILA with the opportunity for increasing income available through a rider for an additional rider fee which can improve outcomes when facing the uncertainty of retirement.
Sponsored by
Before recommending an annuity, a financial professional is required to be 1) insurance licensed in all states where business is solicited and 2) appointed by Allianz Life Insurance Company of North America. Insurance law prohibits securities-only licensed advisors from recommending a specific allocation, in dollars or percentages, between securities and insurance products and/or offering research, analysis, or recommendations to a prospective client regarding specific insurance products, including annuities.
Index variable annuities are subject to investment risk, including possible loss of principal. Investment returns and principal value will fluctuate with market conditions so that units, upon distribution, may be worth more or less than the original cost.
Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC are not affiliated with FA.
All annuity contract and rider guarantees, or annuity payout rates, are backed by the claims-paying ability of the issuing insurance company. They are not backed by the broker/dealer from which this annuity is purchased, by the insurance agency from which this annuity is purchased, or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of Allianz Life Insurance Company of North America.
Products are issued by Allianz Life Insurance Company of North America and distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com
For investment professional use only – not for use with the public.
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The Search For Long-Term Growth Through Disruptive Innovation
Complimentary Webcast
February 3 | 1:00–2:00 p.m. ET
Click here to view the video replay.
Featuring
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Robert Stella, CFP |
Renato Leggi, CFA, CAIA
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Thomas Hartmann-Boyce
Client Portfolio Manager, ARK Invest |
Jean Paul Lagarde - CIO, Advisor Resource Council
While disruptive innovation strategies may experience short-term volatility, long-term trends point to future growth potential from rapidly developing technologies. Financial advisors have an opportunity to help prospects understand the long-term benefits of innovative developments that can change the world as we know it.
Join our panel of experts from ARK Invest, Advisor Resource Council and Magnifi by TIFIN for an interactive discussion about:
- The current market environment and how volatility has affected innovation
- How to diversify client portfolios through exposure to disruptive technologies
- What technology financial advisors are using to guide client conversations
Sponsored by
Bridging Generations: How You Can Help Your Clients Realize Their Wealth Transfer Goals
Complimentary Webcast
January 20 | 2:00-3:00 p.m. ET
Click here to view the video replay. Click here for the presentation slides.
Featuring
Doug Ewing - Vice President, Insights & Solutions Field Team, Nationwide
A client’s legacy is about much more than their money, but planning how assets will be passed along is important. In this presentation you’ll learn the role a financial professional has to play in the successful transfer of wealth to the next generation, including:
- Helping the spouse avoid the “widow’s penalty”
- Maximizing the tax efficiency of the estate
- Helping heirs avoid income tax shock
- Protecting immature heirs from a lump-sum inheritance
- Developing relationships with the client’s children
Disclosure: Bridging Generations is a presentation from the Nationwide Retirement Institute. This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional. This material should be regarded as educational information on health care and is not intended to provide specific advice.
Sponsored by
The Search For Yield In A Low-Income Environment
Complimentary Webcast | December 14 | 1:00–2:00 p.m. ET
Click here to view the video replay.
Featuring
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Matt Barley |
Kieran Kirwan
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Jean Paul Lagarde
Chief Investment Officer, Advisor Resource Council |
Edward Rosenberg - SVP and Director of ETFs, American Century Investments
The close of 2021 brings with it a host of new challenges that are keeping advisors and their clients up at night. Inflation, interest rates, and tax rates all appear to be on the rise. Many clients – especially those that are in or nearing retirement – want to understand how they’re impacted and what changes you’re making to protect their portfolios.
Join our panel of experts from American Century Investments®, ProShares, Advisor Resource Council, and Magnifi by TIFIN for an interactive discussion about the state of the fixed income environment, how to navigate market headwinds, and what technology advisors are using to guide client conversations.
Sponsored by
60/40 - Using Buffer ETFs™ As A Potential Market Shock Absorber
Complimentary Inside Alternatives Conference Webcast
December 9 | 2:00-3:00 p.m. ET
Click here to view the video replay. Click here for the presentation slides.
Featuring
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Bruce Bond |
John Southard |
Learn how to build a defensive portfolio using Buffer ETFs™ for focused risk management. The Innovator 9%, 15%, 20%, or 30% buffered ETF strategy seeks to mitigate market declines, while providing a level of equity exposure (up to a cap). JOIN our webinar featuring Bruce Bond, Co-Founder and CEO and John Southard, Co-Founder and CIO at Innovator, the creator of Buffer ETFs™ and other Defined Outcome ETFs™.
Sponsored by
Chat With Ed Slott: The Latest Year-End IRA Planning Tips For 2021
Complimentary Webcast
November 17 | 2:00-3:00 p.m. ET
Click here to view the video replay. Click here for the presentation slides.
Featuring
Ed Slott - America's IRA Expert, Ed Slott and Company, LLC
With looming tax proposals continuing to evolve and flood the news—your clients have questions! Take advantage of opportunities to help them lock in today’s low taxes before the year ends with up-to-the-minute insights and planning tips from America’s IRA Expert, Ed Slott, CPA.
Join us for a timely, interactive discussion for answers to your biggest questions, including:
- Ed's thoughts on the Build Back Better spending plan, and the best year-end tax planning ideas to address now
- Roth conversion planning – which clients should convert before December 31
- Year-end estate and gift planning strategies that may not be available next year—including Mega QCDs
- Backdoor Roth planning considerations – Will this be the last year for back-door and Mega back-door Roths?
- Answers to your questions LIVE via chat
Produced by
Boomers Need Help - A New Decumulation TAMP Platform Is Here
Complimentary Webcast
November 16 | 2:00-3:00 p.m. ET
Click here to view the video replay.
Featuring
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Bill Meyer Retiree, Inc. |
Dr. Bill Reichenstein |
Join Bill Meyer, CEO & Founder of Retiree, Inc, and Dr. Bill Reichenstein, of Baylor University and Head of Research at Retiree, Inc. on Tuesday, November 16th at 2:00 PM ET to unveil the first Retirement Income Decumulation TAMP – the Income Solver Platform. This innovation transforms how you find more “advisor alpha” and manage income streams for your pre-retiree and retired clients.
Advisors who take control of the retirement conversation early are highly successful at retaining clients through the spend-down or withdrawal phase. Many advisors avoid the conversation about retirement because they use the incorrect platform to handle clients' decumulation needs during the withdrawal phase. Advisors who proactively discuss the retirement needs of their clients with the right platform have a secret weapon. They use technology to take control of the retirement conversation and help efficiently serve the unique needs of Boomer clients.
Find out how you can better serve your retiree clients in one decumulation TAMP platform. Go from Strategy to Proposal to Execution to Dynamic Management with the Income Solver Platform.
Sponsored by
How Qualified Opportunity Zones Can Reduce Capital Gains Taxes For Your Clients
Complimentary Inside Alternative Investments Conference Webcast
November 15 | 2:00-3:00 p.m. ET
Click here to view the video replay. Click here for the presentation slides.
Featuring
David Scherer - Co-CEO, Origin Investments
More than $75 billion has been invested in Qualified Opportunity Zones (QOZs) since the government program was created under the Tax Cuts and Jobs Act of 2017. On this webcast, Origin Investments Co-CEO David Scherer will discuss the program’s background and detail the significant tax advantages provided to those who invest in a QOZ using capital gains, such as tax deferral, reduction and elimination. Plus, he’ll provide an overview of Origin’s newest QOZ Fund, which is currently accepting new commitments. QOZ Fund I closed in July 2021 after raising more than $265 million from over 800 investors.
Sponsored by
Capturing The Growth In Emerging Markets: The Next Frontier
Complimentary Webcast
November 9 | 2:00-3:00 p.m. ET
Click here to view the video replay.
Featuring
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Kevin T. Carter EMQQ | FMQQ |
Akeem Bailey EMQQ | FMQQ |
With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. The result of this rising middle-class consumer wave has transformed economies and produced new internet giants equal to or larger than their U.S. counterparts. While the Emerging Market internet and ecommerce story has been largely focused on China thus far, the story is evolving and accelerating to companies and consumers in India, Southeast Asia, South America and Africa.
Kevin will delve into the greater influence of this new consumer wave and the fundamental changes taking place in developing economies beyond China, their preference for online services and shopping via the smartphone and how Gen-Z will drive the next wave of this growing digital revolution.
What's covered:
- How to capitalize on the next 5 billion connected consumers in the developing world beyond China
- How Mercado Libre (NASDAQ: MELI), SEA Ltd. (NYSE: SE) and Coupang (NYSE: CPNG) are reshaping Next Frontier Emerging Markets
- Review of recent internet and ecommerce IPOs in Turkey, Indonesia, Uruguay and even Kazakhstan
- Blockbuster Indian IPO Paytm, and the large pipeline of IPOs coming in India, Southeast Asia, and South America including Flipkart, NuBank, Grab, and GoTo
- How traditional broad Emerging Market ETFs are fundamentally flawed
Sponsored by
The Pitfalls Of Hedged Equity—What Every Advisor Should Ask
Complimentary Inside Alternative Investments Conference Webcast
November 3 | 2:00-3:00 p.m. ET
Click here to view the video replay.
Featuring
Wayne Ferbert - Managing Director, Alpha DNA Investment Management
The Hedged Equity investment category continues to gain in popularity as investors look to lock in gains from all-time market highs while still participating in the equity markets. But hedging comes at a cost as nothing on Wall Street is free. The tactics used by Wall Street to pay for these hedges will vary by strategy. Despite varying tactics, the industry has one common characteristic: low upside capture due to the drag of the hedge. In this webcast, we will explore the tactics these strategies deploy and how the strategies can (and do) go wrong in the Hedged Equity portfolios resulting in low upside capture.
We take a deep dive on the 25 largest Hedged Equity mutual funds and identify which tactics are deployed and which managers disclose the win/loss results of these tactics. In other words, which managers are transparent about whether they are adding value to the portfolio with these tactics. When the advisor is done with this webcast, he/she will be ready to ask the tough questions of any Hedged Equity manager to perform a proper due diligence.
We will end the webcast with a profile of Alpha DNA’s Hedged Equity solutions and how Alpha DNA is utilizing machine learning and alternative data analytics to build a better mouse trap for Hedged Equity investors. Alpha DNA has one of the best upside captures in this space so they are uniquely qualified to profile these tactics for investors.
Sponsored by
Decision Economics: a behaviorally informed framework for investment decision-making
Complimentary Webcast | October 5 | 2:00-3:00 p.m. ET
Click here for the video replay. Click here for the presentation slides.
Featuring
John P. Bryson - Head of Investment Consulting at John Hancock Investment Management
In an age of commoditization, how will you differentiate your investment advice?
When you’re insourcing investment management, your decision-making process can be a source of differentiation. Our Decision Economics program examines 5 key areas of the investment decision process where behavioral mistakes cluster and opportunities to deliver incremental return are most abundant. Using a behaviorally informed framework of best practices, Decision Economics will enable you to create a definable, repeatable, and defendable investment decision process that can help you build better outcomes for your clients.
Sponsored by
Disclosures: John Hancock Investment Management Distributors LLC, Member FINRA, SIPC, 200 Berkeley Street, Boston, MA 02116
800-225-5291, jhinvestments.com
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.
THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC
Complimentary Webcast | September 14 | 2:00–3:00 p.m. ET
Click here for the video replay.
Click here for the presentation slides. (Not for use in Ohio)
Featuring
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Glenn R. Mueller, Ph.D. University of Denver |
Ryan Strauser |
Are you Protecting portfolios against inflation with private real estate? Did you know that private real estate has historically delivered returns two- to four-times the rate of inflation, making it a potential hedge against inflation?1,2 Join us as we discuss how inflation impacts portfolios and why private real estate may act as an inflation hedge.
Key take-aways include:
- Learn about economic trends amid inflationary periods
- Discover how inflation impacts your clients and their portfolios
- Uncover why private real estate is protected from inflation
- Gain insights on how to construct an investment portfolio to hedge against inflation
Sponsored by
Disclosures: Not For Use In Ohio
1Source: NCREIF as of 1978-2020. Private real estate is represented by the NCREIF Open-End Diversified Core (ODCE) Index, an equal weighted, time weighted index representing a blended portfolio of institutional-quality real estate funds reported net of management and advisory fees (with the exception of the private real estate income data shown, which is reported gross of management and advisory fees). The term core typically reflects lower risk investment strategies, utilizing low leverage and generally represented by equity ownership positions in stable U.S. operating properties. Funds are weighted equally, regardless of size. While funds used in this index have characteristics that differ from net asset value (NAV) REITs (including differing management fees), Black Creek Group’s management believes that the NCREIF ODCE Index is an appropriate and accepted index for the purpose of evaluating returns on investments in NAV REITs.
2Source: Congressional Budget Office, June 2021.
How ESG Can Bridge The Generational Wealth Transfer Gap
Complimentary Webcast | August 19 | 2:00–3:00 p.m. ET
Click here for the video replay.
Click here for the ESG Workbook.
Featuring
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Andrew Heald |
Angie O'Leary
RBC Wealth Management—U.S. |
Kimberly Shappee First VP - Financial Advisor Consulting Group, RBC Wealth Management—U.S.
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Moderated by
Kent McClanahan - VP of Responsible Investing Global Investments & Trading, RBC Wealth Management
A massive amount of money is set to change hands over the next several years, peaking in 2030, according to some estimates. Even before we reach that tipping point, Gen X and Millennials are projected to control just under 50% of the wealth in the US. But how they expect that wealth to be invested and put to work often contrasts with their parents’ and grandparents’ views – giving rise to frustration among some Next-Gen inheritors and sometimes a general apathy toward the wealth that will be entrusted to them. In this session, advisors, wealth planners and investment professionals will explore how the increasingly popular ESG investing, otherwise known as responsible investing, can bridge the gap between generations. Panelists will also provide ideas on what advisors can do to successfully facilitate wealth transfer discussions.
Sponsored by
Mastering The 'Impact Investing' Client Conversation
Complimentary Zoomcast | July 14 | 2:00–2:30 p.m. ET
Click here for the video replay.
Featuring
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Kelly Baldoni Strategies, Impax Asset Management LLC |
Kathleen McQuiggan |
Cerulli recently unveiled a major disconnect — 58% of advisors said their clients were not interested in ESG, while 44% of clients surveyed said they were. Broaching the topic of impact investing for the first time can be intimidating: You don’t want to imply there is something wrong with a client’s current portfolio or seem judgmental by pointing out a lack of ESG investments. But if you don’t bring it up, you could miss an opportunity to deliver something clients truly desire.
Hear from Kelly Baldoni and Kathleen McQuiggan about how to introduce sustainable investing concepts to your clients in a way that demonstrates your value as an advisor. They will cover how to identify clients and prospects who may be interested in sustainable investing; questions that can help you initiate a conversation; and strategies for engaging in a dialogue about impact and sustainability issues that will deepen your relationship with clients.
Sponsored by
How To Become Your Client's Retirement Coach
Complimentary Webcast | June 29 | 2:00–3:00 p.m. ET
Click here for a replay of this webcast.
Featuring
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Mitch Anthony |
Steve Sanduski, CFP |
Most advisors effectively handle the money question. Few are adept at handling the emotion question.
In this discussion, retirement expert Mitch Anthony and Steve Sanduski, CFP® show how you can become your client’s retirement coach and help them navigate this tricky transition to retirement.
You’ll learn:
- The four keys to living an E.P.I.C. Retirement and how to integrate those keys into your conversations with clients.
- How to help your clients discover what they are retiring to.
- How the “new” perspective on retirement is upending the “old” perspective.
- The "The Vitamin Cs of Successful Aging" and why it’s important during retirement.
- Five retirement conversation tools that help clients clarify what they want out of retirement.
Produced by
Managing Risk In Your Client Portfolios And The Case For Hedged Equity
Complimentary Inside Alternative Investments Conference Webcast | June 22 | 2:00-3:00 p.m. ET
Click here for the video replay. Click here for the presentation slides.
Featuring
Wayne Ferbert - Managing Director, Alpha DNA Investment Management
We review six of the most common techniques/strategies that RIAs use to manage risk in their client’s portfolios: Cash, Tactical management, Defensive Stock Bias, 60/40 Portfolios, Endowment Asset Allocation, and Hedged Equity / Index Hedging. We present the Pros & Cons of these six approaches. As we recommend Hedged Equity, we present data about the space including a look at the risk / return performance of the 30 largest Mutual Funds in the space. We then present the Alpha DNA Hedged Equity strategies and our unique approach using Machine Learning to build better Hedged Equity portfolios.
Sponsored by
How To Differentiate & Enhance Your Wealth Practice Through ESG And Impact
Complimentary Inside Alternative Investments Conference Webcast | May 13 | 2:00-3:00 p.m. ET
Click here for the video replay.
Featuring
Patrick O'Rourke Reed - Co-Founder, YourStake.org
Learn the practical best practices and techniques to take a client through each stage of a sustainable investing journey, from
1. Identifying a client's personalized social values
2. Screening companies and funds to align with client values
3. Demonstrating the impact of a personalized impact portfolio in a tangible and transparent way
In addition to the core three stages of a client journey, we will touch on a lot of tips and best practices. For example, ways to make sure you have a good answer to any client question, messaging to prospects around sustainability, the business benefits of adding an impact focus to an advisory practice, how to respond to client questions, where to find supporting educational resources, and avenues to network with other financial advisors across the country to hear how they are incorporating sustainability and impact into their practices. We hope you're excited!
Sponsored by
Commercial Real Estate Outlook Post-Pandemic: Navigating The Re-Opening With Buchanan Street Partners
Complimentary Inside Alternative Investments Conference Webcast | April 28 | 2:00-3:00 p.m. ET
Click here for the video replay.
Featuring
Robert S. Brunswick - Co-Founder and Chairman, Buchanan Street Partners
As a part of FA’s Inside Alternative Investments & Asset Allocation Webcast Series, Buchanan Street Partners' Chairman and Co-Founder, Robert Brunswick will discuss the present real estate outlook as the re-opening of the US economy continues and society adapts its utilization of commercial real estate to the new, post-pandemic normal.
Buchanan Street Partners is a real estate investment manager and SEC Registered Investment Advisor based in Newport Beach, CA. Founded in 1999, Buchanan Street has made nearly $7 billion in equity and debt investments with a focus on Western and Southwestern US commercial real estate markets. The Firm currently manages a portfolio of $1.4 billion in commingled investment funds, institutional separate accounts and high-net-worth investment vehicles for those seeking to increase their allocation to real estate.
Topics will include:
- Capital Markets and Real Estate: Liquidity, Rates and the Search for Yield
- Commercial Real Estate: Winners and Losers of the Pandemic
- Market Influences and Impacts to Real Estate as an Asset Class
- The Real Estate Cycle: Where Are We and Where Are We Heading?
- Work from Home and the Impact of Technology
- Common Investor Concerns and Resounding Themes
Sponsored by
Bridging The Risk Gap Between Stocks And Bonds
Complimentary Inside Alternative Investments Conference Webcast | April 14 | 2:00-3:00 p.m. ET
Click here for the video replay. Click here for the presentation slides.
Featuring
Jason Barsema - Co-Founder and President, Halo Investing
As bonds continue to generate low yields and equity markets at all-time highs, there is a significant risk-gap in portfolios, especially for retirees and pre-retirees. Structured Notes can fill this gap by increasing yield while preserving risk targets. In addition, these strategies can establish protection on equities without compromising growth. Used by private bankers for their ultra-wealthy clients, structured notes have been a slow and inefficient market, with no transparency, little liquidity, high fees and even higher investment minimums.
In this session, Jason Barsema, Co-Founder and President of Halo Investing will show how technology can be used to simplify Structured Notes with instant and competitive pricing, customizable terms, transparent fees, secondary liquidity, post-trade life-cycle management and investment minimums as low as $1,000. He’ll also show how Structured Notes fit into portfolios and how financial advisors can use this unique asset-class to differentiate themselves in the marketplace.
During this session, advisors will learn how Structured Notes can be used to:
- Generate higher yields
- Manage volatility
- Establish protection in portfolios
- Create a buffer against the sequence of returns risk
Sponsored by
Hard Times Call For Soft Skills
Complimentary Zoomcast | April 6 | 2:00–3:00 p.m. ET
A replay of this webcast will be available soon.
Featuring
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Mitch Anthony |
Dr. Sarah Asebedo
Texas Tech University |
Dr. Brad Klontz
Associate Professor, Creighton University |
Moderated by
Steve Sanduski, CFP - Co-Founder, ROL Advisor
We are living in times that are taxing individual advisors capacity for coaching and counseling clients and for keeping themselves in the proper frame of mind. What some once called the 'touchy feely' stuff has now been recognized as being essential; highly developed listening skills, ability to communicate in difficult situations, bringing empathy and resonance to every conversation. Hard Times Require Soft Skills will serve as a reinforcement for all advisors on how to deliver what matters most and how to deliver it effectively.
Produced by
Being There For Her: Guiding Women Through Four Events That Impact Their Financial Futures
Complimentary Webcast | March 16 | 2:00–3:00 p.m. ET
Click here fa the video replay for more information on the presentation visit Transamerica.com/women-and-investing.
Featuring
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Melissa Mursch |
Marissa Weaver |
If female investors control an estimated $14 trillion in investable assets and 51% of personal wealth in the U.S. 1, then why does this important and fast-growing segment of investors still feel largely misunderstood by the financial services industry? Transamerica has developed a Women and Investing program where they discuss best practices for communicating with and serving female investors throughout their various life milestones. They will dive into three topics that could affect their retirement: grey divorce, caregiving, and widowhood. The goal is to continue the conversation on the importance of working with women as clients and how to address their unique circumstances, especially as they approach retirement.
1"Women & Investing Analytical Report," New York Life Investments, April 2019.
Transamerica Resources, Inc. is an Aegon company and is affiliated with various companies which include, but are not limited to, insurance companies and broker dealers. Transamerica Resources, Inc. does not offer insurance products or securities. The information provided is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical or financial advice or guidance. Please consult your personal independent professionals for answers to your specific questions.
Sponsored by
The Biden Presidency: A US Investor's Guide
Complimentary Webcast | February 24 | 12:00 p.m. ET
To view a recording of this webcast click here. To view key highlights from the session click here.
Featuring
Paul Maidment - Editor of Oxford Analytica's Family Office Brief
One month into the new administration, the contours of the Biden presidency's policy priorities will be becoming clearer, and US investors will be fine-tuning outlooks and portfolios.
In this Family Office Brief conference call, our in-house analysts will:
- Present their latest views on the prospects for the post-pandemic recoveries of the US and global economies, including the latest fiscal and monetary developments;
- Examine the geopolitical factors that could slow or speed the recovery as US allies and adversaries respond to the new administration in Washington; and
- Assess other issues impacting US-based investors that will be at the top of the president's inbox including technology, trade, China, Iran and more.
Produced by
Value Vs Growth: Two Long-Short Managers Debate The Issue
Complimentary Inside Alternatives Conference Webcast | February 18 | 2:00–3:00 p.m. ET
Click here for the video replay. Click here for the presentation slides.
Featuring
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Ali Motamed and PM, Invenomic Capital Management LP |
Mitch Rubin |
Many market participants believe the equity market stands at an inflection point and that the decade-long run for growth stocks is coming to an end. Very few long-short managers have posted the performance results that Invenomic’s Ali Motamed and RiverPark’s Mitch Rubin have enjoyed. Yet their perspectives on the value versus growth debate and the macro environment could not be more different. In this webcast, you will hear a fascinating discussion from two of the mutual fund industry’s most serious thinkers.
Sponsored by
The Global Equity Outlook For 2021 - Where To Invest Next?
Complimentary Webcast | January 12 | 2:00–3:00 p.m. ET
Click here for the video replay. Click here for the presentation slides.
Featuring
Rajiv Jain - CIO and Chairman of GQG Partners
This webcast will be focused on key trends, opportunities and risks facing the global equity markets in 2021. As the global economy begins the long recovery from the pandemic, the disruption across the various business sectors will result in emerging winners and losers. There will be new risks associated with this recovery like historic levels of government debt and unemployment.
Mr. Jain has been managing global equities with a focus on emerging markets for over 25 years. His unique insights in managing through global market corrections will help educate investors on how to maximize the risk and return trade off opportunity after an economic crisis event. Where to invest now is probably one of the most important questions facing investors. What factors should investors carefully analyze before executing their asset allocation strategy. What are the critical investing opportunities and risks for investors and why this time it may truly be different.
The webcast will cover and provide invaluable insight to the following topics:
- The Great Rotation – Is market leadership going to change 2021?
- The Pandemic Outlook – What areas of healthcare will prosper during the vaccine rollout?
- Trade Wars and Tariffs - What is the implication of a new administration on global trade?
- The Work from Home Trend - Have behaviors permanently shifted…who are the winners and losers?
- The Outlook for Emerging Markets – Will Emerging Markets Outperform the US?
- Opportunities in China - Will a post pandemic China emerge stronger than ever?
- Why Quality Matters – Is event risk increasing or decreasing in a post Trump world?
Sponsored by
How The Right Tech Choices Can Propel Your Practice In 2021
Complimentary Zoomcast | December 15 | 2:00–2:30 p.m. ET
Click here for the video replay.
Featuring
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Julie Williams |
Michael S. Reed |
As the end of the year approaches, there’s no better time to take a fresh look at your practice’s technology platform. What tech tools are high-performing RIAs and their clients looking for in today’s remote environment? Join us for a candid conversation on the importance of the right tech stack and successful adoption strategies. Learn the secrets to business growth from a top-tier advisory firm and the tools a tech business leader believes RIAs need to engage with the next generation of investors.
In this session, leaders will share four tips (and a few stories) on how advisory firms are evolving their business and managing their tech stack to deliver the best value to their clients. Learn how they think about tech platforms, integrated technology, and the need for a well-thought-out plan to mitigate risk.
Join leaders from Envestnet | Tamarac and Dakota Wealth Management for a rapid-fire discussion around the future of technology and what matters most to successful advisors and their clients.
Sponsored by
How Advisors Can Help Clients Mitigate The Financial Impact Of Cognitive Decline
Complimentary Invest In Women Conference Webcast | December 9 | 2:00–3:00 p.m. ET
Click here for the video replay.
Featuring
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Angie O'Leary |
Nancy Carlson |
Of the many risks to one’s financial well-being, it’s clear that Alzheimer’s, dementia and other forms of cognitive decline rank at the top of the list. Not only is there a financial impact to the person affected by the disease, but there’s also a significant impact on their caregivers – especially on women caregivers. In this session, Angie will share key findings from an RBC Wealth Management-U.S. survey that uncovers just how financially devastating dementia can be on individuals, families and caregivers. And through her art, Nancy Carlson will share her experiences as a caregiver following her husband’s dementia diagnoses.
Sponsored by
How Incorporating "Big Tech" With Roots In E-Commerce Can Enhance Your Practice
Complimentary Zoomcast | December 2 | 2:00–2:30 p.m. ET
Click here for the video replay.
Featuring
Rick Hurwitz - CEO, Magnifi
From travel to groceries, easy search and comparison shopping has become the standard for finding and selecting products. However, when advisors shop for investments the old ways of dropdown menus and ticker-based filters remain. Learn how technologies like AI and language recognition have transformed other industries and now when combined with advanced investment intelligence can supercharge key advisor investment processes.
Join Magnifi CEO Rick Hurwitz as he discusses this new approach to optimizing common investment workflows to streamline efforts and allow advisors more time for client service and other practice management.
Sponsored by
How To Put Your Client's Life At The Center Of The Conversation
Complimentary Two-Part Virtual Panel | November 11 & 18 | 2:00–3:00 p.m. ET
Click here to access the replay.
Featuring
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Mitch Anthony |
Paul Armson |
Moderated by
Steve Sanduski, CFP® |
Financial services professionals around the world are experiencing a historic inflection point in our industry. Ever-increasing regulation, heightened scrutiny, and eroded value propositions have collided and exposed just how similar most financial advisors’ services are. Toss in the accelerating pace of technological change and the generational-defining effects of Covid-19 and we have a perfect storm of disruption for the unprepared advisor.
The only value-proposition that can withstand the earthquake happening in our industry is the one that puts the client’s life at the center of the conversation.
Life-centered planning is a discovery process focusing on who the client is instead of the assets he or she has. By using this revolutionary model, advisors can demonstrate to clients how every aspect of their lives has an impact on their wealth-building or wealth-protecting process.
In this two-part educational event, industry veteran and coach Steve Sanduski, CFP® facilitates a conversation with life-centered planning pioneers Mitch Anthony and Paul Armson, authors of the new book, Life Centered Financial Planning: Helping Your Clients Get a Greater Return on Life.
In this exclusive conversation, you’ll learn:
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What matters most to clients
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Why a strong financial plan is much more than simply accumulating as much money as possible
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How to build a business model that is good for everyone involved: the financial advisor, clients, and the organization
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How to move from being a commodity to repositioning yourself as your client’s trusted advisor
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And much more
Produced by
Simple Steps to Mitigate Cybersecurity Risk for Today's Remote Advisor
Complimentary Zoomcast | November 17 | 2:00–2:30 p.m. ET
Click here for the video replay.
Featuring
Morley Ivers - President of OS33
The future of work is here… and here to stay. Today’s financial advisor is working remotely using personal (BYOD) devices and expects flexible any-device access to the apps and data necessary to get the job done.
This do-anything-anywhere-anyhow expectation fails to protect sensitive company data and creates new technology challenges for regulated financial services firms posing increasingly unacceptable business risks including data breaches, regulatory actions, damage to brand/reputation and loss of revenue.
With 72% of companies citing data leakage/loss as the top security concern related to BYOD, CEOs, CISOs, CCOs and technology leaders are caught between a rock and a hard place. How do these executives enable advisor flexibility without compromising security and FINRA compliance in 2021 and beyond?
Join Morley Ivers, President of OS33, to review the steps that over 400 financial services firms have already taken with Workplace to gain the visibility and control needed to mitigate the risks associated with BYOD and remote work while bolstering advisor productivity.
Sponsored by
A Return To Normalcy Or The New Abnormal
Complimentary Inside Alternative Investments Webcast | November 16 | 2:00–3:00 p.m. ET
Click here for the video replay.
Featuring
Mark Yusko - CEO & Chief Investment Officer, Morgan Creek Capital Management
For most Americans, 2020 can’t end soon enough. But some inexorable trends like MMT and rising nationalism aren’t going away. In this fireside chat, Mark Yusko details what he believes will be the major themes that will influence clients’ portfolios over the next decade. These trends include an acceleration in the pace of digitization, changes in service and mass customization models and ways to integrate alternative investment and digital assets into client portfolios. How clients will live and invest for retirement is likely to undergo a significant reset.
Presented by
Guiding Women Clients Through The Medicare Maze
Complimentary Invest In Women Conference Webcast | November 4 | 2:00–3:00 p.m. ET
Click here for the video replay | Click here for the slides.
Featuring
Roberta Eckert - Vice President, Nationwide Retirement Institute
Given the statistical reality that women have a longer life expectancy than men, they may often have a longer retirement to fund. Health care will likely be one of the largest items in anyone’s budget in retirement, so it’s important to be aware of all the moving parts of your clients’ health care costs—especially Medicare. Discover how your clients’ Medicare eligibility provides opportunities for you, and how you can simplify their enrollment process with the NCOA MyMedicareMatters® tool, brought to you by Nationwide.
Sponsored by
This information is general in nature and is not intended to be tax, legal, accounting, or other professional advice. Neither Nationwide nor its representatives give legal or tax advice. Please have your clients consult with their attorney or tax advisor for answers to their specific tax questions.
My Medicare Matters® is a registered trademark of the National Council on Aging.
Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, OH. Nationwide Retirement Institute is a division of NISC.
Nationwide, the Nationwide N and Eagle, Nationwide is on your side and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company © Nationwide 2020
NFM-20213AO (10/20)
How Longevity Is Reshaping Advice
Complimentary Invest In Women Conference Webcast | October 21 | 2:00–3:00 p.m. ET
Click here for the video replay | Click here for planning resources.
Featuring
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Angie O'Leary |
Dr. Miles Varn |
How long will you live? An unprecedented population of Americans are living well into their 80s and 90s—most of them women. These trailblazing women are pioneering a new normal of active and independent living, and fueling economic growth far longer than past generations. But is the wealth management industry ready to serve this transformative population of clients? In this session, Angie O’Leary, head of wealth planning at RBC Wealth Management—U.S., and Dr. Miles Varn, CEO of PinnacleCare, will explore longevity and aging from the perspective of health, wealth and caregiving. The session will touch on the expertise firms and advisors need to best serve clients, how firms can work with families to ensure the best care and quality of life for clients and how the rising prevalence of dementia and cognitive decline factors into the work of advisors today and in the future. The session will close on a provocative note, exploring the new frontier of aging backwards (myths and realities) as scientists seek to slow the effects of aging to prolong vitality and well-being.
Sponsored by
Your Niche Is Waiting: Help Your Clients Build Wealth At Work
Complimentary Webcast | October 13 | 2:00–3:00 p.m. ET
Click here for the video replay | Click here for the slides.
Featuring
Abram Claude - VP, Consultative Services, Columbia Threadneedle Investments
Even your most successful clients employed by mid to large companies may not know how to get the most out of their compensation packages. They need help, and you should be the one to help them.
Attend this session to:
- Learn strategies to attract and retain high-earning clients
- Gain knowledge to help you assist clients with complex wealth building packages and retirement plans
- Discover ways to earn clients’ confidence
Abram Claude will be available after the presentation to answer attendees’ questions live.
Sponsored by
Disclosures:
Securities products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC.
This is a commercial message.
Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
The views expressed are as of 09/2020, may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments or investment decisions made by CMIA and its affiliates, whether for its own account or on behalf of clients, may not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not take into consideration individual investor circumstances. Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance. Asset classes described may not be appropriate for all investors. Past performance does not guarantee future results, and no forecast should be considered a guarantee either. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate.
© 2020 Columbia Management Investment Advisers, LLC. All rights reserved.
Behavioral Finance: The Power Of Behavior To Build Wealth + Health
Complimentary Invest In Women Conference Webcast | October 7 | 2:00–3:00 p.m. ET
Click here for the video replay.
Featuring
Jennifer Pearce - VP, Business Development, Transamerica
From the sage investor to the novice with little to no experience, humans are inherently emotional and often irrational when it comes to money decisions. This year alone, we’ve already seen how a global pandemic, unstable markets, and a sensationalized news cycle can influence investor behavior. This begs the question: How can financial professionals help keep their clients on track through uncertainty?
This presentation will cover:
- How investor behavior impacts long-term financial security
- Why behavioral finance insights are more important now than ever
- How to save investors from the fallouts of emotional investing
- And cover effective tools and strategies to help clients weather the storm
Sponsored by
Disclosure
Transamerica Resources, Inc. is an Aegon company and is affiliated with various companies which include, but are not limited to, insurance companies and broker dealers. Transamerica Resources, Inc. does not offer insurance products or securities. The information provided is for educational purposes only and should not be construed as insurance, securities, ERISA, tax, investment, legal, medical or financial advice or guidance. Please consult your personal independent professionals for answers to your specific questions.
Investments are subject to market risks, including the loss of principal. Investment strategies described may not be suitable for all investors and should not be construed as investment advice or a recommendation for the purchase of sale of any security. Past Performance does not guarantee future results.
The New Standard for Matching Clients with Advisors and Investments: A Financial Personality Test
Complimentary Zoomcast | September 29 | 2:00–2:30 p.m. ET
Click here for the video replay.
Featuring
Anil Anora - Executive Co-Chairman, Positivly
Spotify modernized the music experience by using data to hyper-personalize the discovery experience based on an individual's musical personality. Is the world of Finance ready for this level of personalization at scale? Yes, with roots in digital commerce and social media, BigTech is transforming the client-advisor relationship. Meet Positivly, a personalized investment matching and relationship platform. Built with the world's first financial personality test, Positivly uncovers unique and sometimes hidden truths of what drives a client to invest. This insight transforms what could be "functional" client-advisor dialog to a highly personal, outcome-oriented conversation. The outcome - clients have stronger connections to investments and longer-lasting relationships with their advisors.
Learn more as Positivly Executive Co-Chairman, Anil Arora (former CEO of Envestnet | Yodlee) discusses this new approach to client profiles and why it is particularly significant as new generations of wired investors emerge.
Sponsored by
The Longevity Advisor: Help Your Clients Plan For Health-Care Costs In Retirement
Complimentary Invest In Women Conference Webcast | September 24 | 2:00–3:00 p.m. ET
Click here for the video replay
Featuring
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Ron Mastrogiovanni Sr.
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Nag-Bushan Odekar |