Webcasts

Click here to view our recent on-demand webcast presentations. 

 


 

Uncovering Opportunities to Support High Net Worth Households

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.

 

December 4 | 2:00-3:00 p.m. ET

 

Claim Your Spot

 

Featuring

 

 

Moderator: 

Zach Parker, CFP®, MBA 

Senior Vice President, Wealth Planning Advice & Innovation
Osaic

Speaker: 

Ryan Yamada, CFP® RICP® BFA™

AVP Advanced Planning
Osaic

 

Speaker: 
 
Mike Randall
 
Director of Business Development
Premiere Trust
Speaker: 
 
Mike Raczkowski, J.D., CFP®
 
SVP, Head of Advanced Planning, Sales Support & Underwriting
Highland Capital Brokerage
 

 

Learn how financial professionals are positioning their business to attract and retain High Net Worth households.  Our panelists will highlight critical conversations $5 Million+ households expect to be having with their financial professional.  Don’t miss this session highlighting key conversations to strengthen relationships with your top clients and high net worth prospects. 
 
These conversations include current trends on the following topics:  
 
1.       Fee for Service Financial Planning  
2.       Trust and Estate Planning  
3.       Charitable Planning   
4.       Tax Planning  
Don’t miss this opportunity to understand how these 4 conversations can set you apart from other financial professionals.  
 
 

Sponsored by   


 

Understanding Social Security Decisions

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.​

 

December 5 | 1:00-2:00 p.m. ET

 

Save Your Seat

 

 

Featuring

 

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

 
Register to attend our upcoming webinar on Understanding Social Security. In this webinar, we’ll cover:​
 
  • The roots of Social Security​
  • Where Social Security stands today​
  • Changes to know about for 2024​
  • Helping to maximize your clients’ Social Security benefit​
 
Register today and get ready to brush up on your knowledge of Social Security.​ ​ This webinar is just one example of the practice management resources that John Hancock Investment Management offers to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your clients’ evolving needs while taking your business to the next level.​
 
 
 
Sponsored by   

[2024 and Beyond] The Future of Thematic Investing: Expert Views on 5 Long-term Structural Megatrends

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.

 

December 6 | 2:00-3:00 p.m. ET

 

Save Your Seat Now

 

 

Featuring

 

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

 
 
Thematic investing is playing an increasingly larger role in both how the markets are evolving and the way that investors are building portfolios. It is more important than ever to carefully select themes with durable long-term trends as well as short-term catalysts. Join us for a live discussion with our panel of experts, as they deep dive into the recent developments and long-term investment opportunities in Reshoring, Oncology, Luxury, Monopolies and Royalties and how to get precise exposure to these themes.

 

 

Sponsored by     


Finding Growth and Balance: The Dueling Roles of Advisor and Business Owner

Complimentary Webcast 

 

December 7 | 2:00-3:00 p.m. ET

 

Save Your Seat

 

 

Featuring

 

Colleen Bell  

President, Innovation and Experience

Cambridge Investment Group, Inc.

Jeff Vivacqua​

President, Growth and Development

Cambridge Investment Group, Inc.

 
 
Are you striving for growth in your practice, only to get pulled back into the role of running the business side again and again? You’re not the only one.  
Finding balance between the dueling roles of being an advisor focused on growth and a business owner is a common challenge. Join us as we discuss how to approach growth with intention, so you can find a better balance to achieve your goals. 

 

 

Sponsored by     


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

 

Save Your Seat Now

 

Featuring

Craig Martin 

Executive Managing Director, Global Wealth and Lending Intelligence

J.D. Power 

H. Adam Holt, CFP®️, ChFC®️

CEO and Founder
 
Asset-Map

Derek Notman, CFP®️

CEO

Couplr
 
 
The world of financial advice is changing rapidly with an ever-shifting regulatory landscape, the proliferation of new technology, and evolving consumer expectations and preferences.
J.D. Power will share insights on how wealth clients' preferences are changing and discuss with experts from the industry how advisors can leverage technology now and in the future to effectively serve clients' evolving needs and preferences.   
 

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

 

Save Your Seat

 

Featuring

 

Ed Slott - Expert FA Trainer

 

FEATURING LIVE Q&A WITH AMERICA’S IRA EXPERTS

Join us for this timely conversation with Ed Slott addressing the pressing questions advisors will face in the final weeks of 2023:
  • 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.
  • Year-of-Death RMD: Who should be responsible for this crucial distribution?
  • Strategic Roth Conversions: Learn which clients stand to benefit most from converting now, considering future tax rates and Medicare implications.
  • Charitable Planning with IRAs: Discover how QCDs can optimize giving, offset RMDs, and benefit both clients and beneficiaries.
  • IRA Estate Planning: Gain insights on utilizing Roth conversions and other strategies for wealth transfer and minimizing state estate taxes.
  • 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

 

Claim Your Spot

 

 

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:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. 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

 

Save Your Seat

 

 

Featuring

Russ Alan Prince 

Executive Director
Private Wealth Magazine

Jerry D. Prince

Director of Integrated Academy
Integrated Partners

 

Directed by Russ Alan Prince and Jerry D. Prince 
 
Uncover the blueprint for achieving extraordinary income levels. Russ Prince shares the key mindset shifts, business tactics, and wealth-building techniques that can propel your earnings to unprecedented heights. 
 
This webinar is for wealth managers who… 
  • 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. 
 
 
Presented by     
 

ARCHIVED WEBCASTS


Empowering Business Owner Conversations

Complimentary Webcast 

 

November 16 | 1:00-2:00 p.m. ET

 

 View On Demand

 

Featuring

 

Michelle Fuller, CEPA®, CIMA®, CETF®

Managing Director of High Net Worth Distribution

John Hancock Investment Management

Andrew J. McFetridge, CEPA®, CPWA®, CRPC®

Head of Strategic Relationships and Investment Specialists

John Hancock Investment Management

 

 

•  80% of owners’ wealth is locked up in their business.1
•  99% of business owners agree that having a transition plan is important for both their business wealth and their personal future, yet 79% have no written transition plan.1
 
Working with business owners can be challenging and yet potentially very lucrative. How do you embed yourself with business owners so that you’re a trusted team member when the liquidity event occurs?
 
John Hancock Investment Management has partnered with the Exit Planning Institute (EPI) to bring you “Empowering business owner conversations: becoming the business owner’s most valued advisor.” In this session, we’ll discuss the opportunity in detail, share EPI’s proprietary methodology, and discuss the financial professional’s role in the exit planning process.

Key takeaways
1. Understand the opportunity, the market size, and the challenges business owners face
2. Learn about EPI’s proprietary methodology and where the financial professional fits in the process
3. Learn conversation starters to help you have meaningful conversations with business owners as well as tips on how to build an exceptional exit planning team that you can bring to the table
4. Gain access to many resources to help you excel in this space


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

 

View On Demand

 

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:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. 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   


Understanding The Latest Trends in College Admissions and Financial Aid

Complimentary Webcast 

 

November 1 | 1:00-2:00 p.m. ET

 

View On Demand

 

 

Featuring

 

Nancy Steenson  

College Admissions Coach​
Steenson College Coaching​

Doug Lyons, CRPC® ​

529 Specialist​
John Hancock Investment Management​
 
 
College application season has arrived. John Hancock Investment Management has teamed up with college admissions coach Nancy Steenson to present a webinar that can help give you a greater understanding of some of the key college planning trends.  
 
Nancy’s presentation will include:  
  • 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

Russ Alan Prince 

Executive Director
Private Wealth Magazine

Jerry D. Prince

Director of Integrated Academy
Integrated Partners

 

Directed by Russ Alan Prince and Jerry D. Prince 
 
Without question, the most effective way to build a HNW wealth management practice is by getting referrals from other professionals. Accountants can be the best source of new HNW clients, provided they become your advocates. There is a systematic approach you can use that helps accountants become significantly more successful and results in you building a pipeline of new HNW clients for your wealth management expertise. 
 
In this webinar, we will explain this systematic approach. We aim to detail the mindset you need to adopt and the specific steps you must take so that accountants are actively and consistently looking for new HNW clients to refer to you. Moreover, we will discuss how to get HNW client introductions from accountants in your first meeting and continue to do so for years.  
 
This webinar is for wealth managers who… 
  • 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. 
 
 
Presented by     
 

The New Alpha: Extreme Client Engagement

Complimentary Webcast 

 

October 18 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

 

Featuring

 

 

Craig Martin   

Executive Managing Director, Global Wealth and Lending
J.D. Power

 

 

 

The resounding question echoed across the industry: "What actions can advisors take to ensure a more appreciated and consistent experience from our firms and advisors?" 
 
Responding to this urgent challenge, J.D. Power has introduced the Advisor Experience Continuum, a universal benchmark that sets the standard for excellence. This continuum provides a measuring stick against which advisors across the industry can assess their performance and the quality of experiences they provide. The result? Advisors who achieve the highest scores on this scale not only experience organic growth but also foster unwavering customer loyalty. 
 
Join us as we discuss the continuum of actions advisors can take to provide comprehensive advice. 
 
Don’t miss exclusive insights from this webinar.  
  • 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

Brett Orvieto  

Managing Managing Director, Senior Wealth Advisor

Dakota Wealth Management

Ben Cruikshank

President

Flourish

 

 

Join FA Magazine Editor-in-Chief Evan Simonoff,  Ben Cruikshank, President of Flourish, and Brett Orvieto, Managing Director, Senior Wealth Advisor at Dakota Wealth Management, as they talk about the industry's most-overlooked asset class: the cash sitting in clients' bank accounts. 
 
They will share strategies for growing share of wallet by taking an active role in managing cash--and some surprising stories from RIAs who uncovered large cash holdings outside the portfolio. 
 
 
 
 
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     


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

 

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

 

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

R. Barkley Payne

President and Executive Director
Invest in Others Charitable Foundation 

John Hyland

Invest in Others Board & Co-founder
and Managing Director
Private Advisor Group

Gail Perry-Mason

Senior Director-Investments Oppenheimer & Co. Inc. &
winner of the 2022 Invest in Others Lifetime Achievement Award
 
 
Join us for an educational conversation exploring how the Invest in Others Charitable Foundation supports and amplifies the volunteerism and philanthropic endeavors of financial advisors across the country and around the world.    
 
 Through its three programs, Invest in Others' grants and awards honor financial advisors and assist them in their efforts to raise awareness for crucial causes, catalyzing additional donor backing, and increasing the visibility and credibility of both the nonprofits and the financial advisors effecting change.  
  • Over $5,000,000 granted since 2007   
  • More than 500,000 lives impacted each year
  • Over 500 charities supported since 2007  
 
Learn how Invest in Others can have a profound impact on the causes you're passionate about. 
 
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      


A Time-Tested Multifactor Approach for Equity Investing  

Complimentary Webcast 

 

August 8 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

 

Featuring

 

Casey Baum  

Portfolio Manager

Dimensional Fund Advisors

Stanley Black

Co-Head of Strategy Research

Dimensional Fund Advisors

 
 
Dimensional’s approach to systematic investing seeks to add value at every step of the investment process. In this session, we provide an overview of how insights from research on expected returns and portfolio design help us build robust investment solutions and increase the reliability of outcomes. 
  • 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 
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 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

 

Mitch Anthony
Co-Founder, ROL Advisor

Steve Sanduski, CFP
Co-Founder, ROL Advisor

 

 

While everybody else is talking about AI, smart advisors realize that the key to success as an advisor is not about being the most “techie,” it’s about being the most “human.” And one of the highest forms of being “human” is masterful storytelling. 
 
In this session, you’ll learn: 
 
  • 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. 
 
In a technology-obsessed world, our human qualities become our competitive edge. They allow us to connect, create, and understand on a level that technology simply can't. 
 
  
We’ll show you how to enhance your ability to connect with your clients and build lasting bonds that no AI can break. 
 
 
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    


Run, Grow, and Love Your Firm 

Complimentary Webcast 

 

June 28 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

 

Host: 

Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®

Managing Partner of Wealth Solutions & Director of Retirement Research, Carson Group 

 

Host: 

Gregg Johnson 

National Sales Director, Carson Group

 

It IS possible to run more efficiently and accelerate your firm’s growth while having a life you love – both at work and at home. Join Jamie Hopkins for a Framework LIVE experience and learn from advisors like you about how they’ve…   
  • 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 
Guests include Abby Henderson, Jamie Carroll, and Scott Cadwell. You won’t want to miss this . . . it’s the most entertaining way to learn how to run more efficiently, grow faster, and love your every day as the leader of a firm. 
 
 

Sponsored by    


The Behavioral Coaching Formula: Winning Trust and Improving Outcome 

Complimentary Webcast 

 

June 21 | 1:00-2:00 p.m. ET

Click here to view on demand

 

 

Featuring

 

Michael DiJoseph  

Senior Strategist, Investment Advisory Research Center
Vanguard Investment Advisory Research Center

Maria Quinn

Service Advice Strategist, Investment Advisory Research Center
Vanguard Investment Advisory Research Center

 

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:  

  • Learn about the principles of behavioral coaching and how to apply them within your client conversations.

  • 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  

  • Find out about behavioral coaching resources available for you to use in your practices today. 

 
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      


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

 

 

Moderator: 

Joel P. Bruckenstein, CFS, CMFC, CFP® 

President, Technology Tools for Today (T3) 

Speaker: 

Andrew Altfest, CFP®, MBA 

Founder & CEO of FP Alpha and President of Altfest Personal Wealth Management 

 

Speaker: 

Steven Siegel, JD

President 
The Siegel Group
 

Speaker: 

Kris Althouse, CIC, ARM

Senior Vice President, Middle Market Client Services Manager 
CBIZ Insurance Services, Inc.

 

Advanced Planning topics such as Estate and P&C review are quickly becoming essential for advisors to offer to their clients in order to provide truly holistic planning, but few offer as it is time consuming and difficult to scale.  
 
In this webinar, financial advisor and Founder of FP Alpha, Andrew Altfest, CFP, estate and tax expert, Steve Siegel, JD and commercial insurance expert, Kris Althouse, CIC, ARM, will share how advisors can offer these important services to their clients and do it efficiently and effectively.    
 

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.

 

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   


History Lessons: Putting Market Volatility In Perspective For Your Clients  

Complimentary Webcast 

 

May 9 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

 

Featuring

 

Justin R Clarke, CRPC®  

Director of Sales Execution
John Hancock Investment Management

Jason M. McKinney, CRPC®

Senior Vice President, Business Consultant
John Hancock Investment Management

 

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?

 
We’re inviting you to join us for a “History lessons” webinar that offers answers to many of the pressing questions that your clients may be asking now:
 
  • 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?
 
This webinar 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      


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

 

Financial advisors have enjoyed unprecedented success since 2009. But what worked for you in the past decade will lead to failure in the next.
 
Join legendary financial advisor Ric Edelman at this provocative and inspiring event, as he reveals why the advice you’ve been giving has become outdated and shows you how to build a practice that will thrive in the next decade and beyond.
 
You’ll discover how to create the “practice of the future” to reach new levels of success – and you’ll see why maintaining the “practice of the past” will cause your business to falter, subjecting your clients to future financial insecurity and regret.
 
Ric Edelman built the nation’s most successful RIA in history by focusing on the future, and now he brings you this must-see event!
 
Don’t miss it!
 

 

 

Sponsored by   


Building Opportunities Through Teams

Complimentary Webcast 

 

April 26 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

 

Featuring

 

Kirk Hulett

Executive Vice President, Business Coaching & Consulting
Advisor Group

Jeff Sietstra, BFA™

Vice President of Business Coaching Teams
Advisor Group

 

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.

 
Sponsored by         

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

 

Mitch Anthony
Co-Founder, ROL Advisor

Steve Sanduski, CFP
Co-Founder, ROL Advisor

 

 

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.

 

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    


Philanthropic Planning: How To Optimize Your Offering And Drive Growth 

Complimentary Webcast 

 

April 4 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

Featuring

Elizabeth Wong 

National Director of Philanthropic Advisory Services
Foundation Source

Julia Reed

National Director Charitable Consulting
Schwab CharitableTM

 

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
 
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         

Big Opportunities in Smaller Companies 

Complimentary Webcast 

 

March 30 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Brandon Rakszawski 

VP, Director of Product Management
VanEck

Andrew Lane

Director of Equity Research – Index Strategies
Morningstar

 
 
Smaller companies have long been looked to for their attractive return potential and this market tends to be less efficient as there is typically less information available on these companies. Morningstar helps investors address these hurdles and target this market segment with confidence.
  • 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
 
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 Three Ways To Position Your Practice for Growth In 2023 

Complimentary Webcast 

 

March 28 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Rico Casares, CFP®, CLU® 

Vice President, Director of Business Consulting
AssetMark

Kezia Samuel, CFA®, CAIA®

Vice President, Investment Consulting
AssetMark
 

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.

 
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         


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

Moderator: Jack Swift

President and CRO
TIFIN 

Speaker: Chetan Jindal Patton

Founder & CIO
Greenwich Ivy Capital

Speaker: Eric Leake

President & CIO
Anchor Capital 
 

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.

 
Topics covered in this webinar include
  • 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.
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      

 


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

Michelle Fuller, CIMA®, CETF® 

Managing Director of High Net Worth Distribution
John Hancock Investment Management

Sarah Jean Walter, CIMA®, ABFP™, APMA™, CSRIC®, AWMA®

Regional Vice President
John Hancock Investment Management

 

 

Financial professionals today are faced with many important topics to address with their clients. Some are more challenging than others, such as addressing the planning needs of women and communicating with them in a meaningful way. Our new client-facing seminar titled  “Women, Wealth, and Wisdom: The Who, What, And Why Of Growing Your Client Base”, is designed to elevate the conversations you are having with women clients and prospects.  
 
This is not the typical Women and Investing webinar you may have seen in the past. And, it is not investment education! Instead, it focuses on financial planning issues that we face at various stages of life. We accomplish that by offering 8 different case studies which will each have at least one correlated checklist/worksheet. 
 
We begin the presentation by discussing the progress women have made in politics, business, education, earning power, and wealth. Then we move on to the case studies which have worksheets/checklists on the following topics:  
  • 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) 
 
Key takeaway #1 – This is a fresh approach for client seminars directed at women and digs deeper into real-life issues than what you may have seen in the past 
 
Key takeaway #2 – You can incorporate these checklists and worksheets into your financial planning/wealth management process  
 
Key takeaway #3 – The worksheets and checklists are all fillable pdfs making it easy for you to use them with your clients and prospects  

 

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      


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

Speaker: Andrew Choi

Portfolio Manager, Senior Research Analyst
Parnassus Core Equity Fund

Speaker: Shivani Vohra

Portfolio Manager, Senior Research Analyst
Parnassus Investments

Moderator: Joe SinhaCIMA®

Chief Marketing Officer 
Parnassus Investments

 

Whether you are currently investing in large-cap growth or are looking for new choices for your clients, please join us for this exclusive webinar. 
 
Speakers: Parnassus Portfolio Managers Andrew Choi and Shivani Vohra and Chief Marketing Officer Joe Sinha 
 
Learning objectives: 
  • 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 
 
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      


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

Moderator: Sharon French

President of Asset Management
TIFIN 

Speaker: Troy Patton

Founder and Managing Director
Archer Funds

Speaker: David Sissman

Co-Portfolio Manager
Private Capital Management

 

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: 

  • Long-term growth and retirement strategies for the modern investor;  

  • The benefits and challenges associated with retirement investing in a volatile market; 

  • SME outlook on retirement investing and the long-term growth category for 2023 and beyond. 

 
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 


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:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. 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

Russ Prince

Executive Director of Private Wealth magazine & Chief Content Officer for High-Net-Worth Genius

 

Ultimate Rainmaker is NOT for advisors who want to earn a little more. Ultimate Rainmaker is for advisors who want to earn 2x or 3x more. It’s for advisors who want a $1 million annual income or greater.Referrals are the most effective way for almost all advisors to find new wealthy clients. Referrals from other professionals—accountants and attorneys—regularly result in new high-quality wealthy clients. You’re probably well aware of this fact.
 
How effective are you at getting wealthy or ultra-wealthy or even super-rich referrals from accountants and attorneys? Most advisors are not very effective.
 
Ultimate Rainmaker is an empirically derived, time-tested methodology for building a steady stream of new wealthy clients for advisory practices. If you master Ultimate Rainmaker, the results are usually game-changing for the wealthy, for the accountants and attorneys you decide to work with, and for your advisory practice.
 
This masterclass consists of…
• One 1-hour live online group event
• More than 4 hours of educational videos
• Please go to hnwgenius.com to see the list of videos
• The educational videos are available on February 15, 2023, and for the following 4 months
 
In this masterclass, the following are some of the concepts and processes you will LEARN…
• How the wealthy—and more so the very wealthy—usually select advisors
• Who is the best kind of professional to work with
• How to identify accountants and attorneys who would make good advocates for your advisory practices
• Why it’s YOUR decision which accountant or attorney will refer you to their wealthy clients
• How to get more wealthy clients from your clients and why this will help you get more wealthy client referrals from accountants and attorneys
• How to become the expert the wealthy want and how you can help accountants and attorneys become thought leaders
• How to develop a deep understanding of the accountant’s or attorney’s practice
• How to get new wealthy client referrals in the very first meeting with an accountant or attorney
• How to get buy-in from accountants and attorneys
• How to leverage the Law of Reciprocity
• How to help accountants and attorneys become wealthier and never send them a referral
 
 
This masterclass is designed for technically capable advisors as well as senior management of advisory firms focused on substantially growing their businesses by developing a pipeline of new wealthy, ultra-wealthy, and super-rich clients.
 

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!

 

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   


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

 

Moderator:

Evan Simonoff

Editor-in-Chief and Editorial Director of Financial Advisor Magazine

Speaker:

Bill Vasil, CPA, CFP, MACC

Tax Partner at Ary Roepcke Mulchaey, P.C

Speaker:

Andrew Altfest, CFP®, MBA

Founder and CEO of FP Alpha

Speaker:

Jessica Nelson, CPA, CFA

Altfest Personal Wealth Management

 

Now is a perfect time for advisors to reach out to their clients and schedule important discussions on year-end planning and planning for the year ahead. There are a few time-sensitive areas that provide both opportunity and value to advisors and their clients and our panelists will share their views on the key items to focus on NOW.
 
Whether it's Tax Strategies for a Down Market, RMD's, Charitable Giving, Roth conversions, or updates to contribution limits, now is the time to be meeting and having these discussions.  They will also address how tech tools assist in narrowing key recommendations customized for each client; allowing for personalization and scalability.
 
Join award-winning advisor, Andrew Altfest, CFP, and tax specialist Bill Vasil, CPA, CFP, MACC for an important webinar so that you and your clients are best set up for success in 2023.

 

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

 

Schyler Adams, CFP®

Advanced Strategies & Planning Platforms Director
Allianz Life Insurance Company of North America

 

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

 

Angie O' Leary

Head of Wealth Planning 
RBC Wealth Management

Andrew Heald, CRPC® 

Sr. Vice President - Financial Advisor

RBC Wealth Management
 

Kent McClanahan, CFA®

Head of Responsible Investing
RBC Wealth Management

 

The Great Wealth Transfer has begun, with trillions of dollars expected to pass hands from the baby boomers to their adult children over the next two decades. Yet how millennials expect that wealth to be invested and put to work often contrasts with their parents’ and grandparents’ views, giving rise to a lack of interest or frustration among some next-gen inheritors. 
 
In this panel discussion, we will explore how the increasingly popular ESG investing (Environmental, Social and Governance, otherwise known as responsible investing) can help bridge the gap between generations, and what advisors can do to successfully facilitate wealth transfer discussions.
 
The webinar will be hosted on Tuesday, December 13, 2022, at 2:00 P.M., Eastern time. Panelists include: 
  • 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

 

Garret Paolella

Co-founder and Managing Partner
NEOS Investments

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

 

Russ Darren Smith, CFP, ChFC, CMFC, GFS, CFS 

SVP and Head of Sales
John Hancock Investment Management

Danielle Kunkle Roberts

Founding Partner
Boomer Benefits

 

 

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: 

  1. Understand all costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan 
  2. Compare the differences between Original Medicare + Medigap plans versus Medicare Advantage plans 
  3. Learn how Medicare enrollment works so that you can help clients avoid lifelong penalties 
  4. Changes in prescription drug affordability due to the Inflation Reduction Act of 2022 

 

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      


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

 

Moderator:

Tim Stegner
Head of Sales and Asset Management Partnerships 

TIFIN

Speaker:

Alex Graf, CIMA, CRPC
IETF Specialist, Institutional & ESG Models

Nuveen

Speaker:

Ian Mortimer
Co-Portfolio Manager

SmartETFs

 

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

 

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 


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:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. 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

 

Moderator:

AJ Boury 
Head of Marketing

TIFIN

Speaker:

Ben Malick, CFA, CK, CFA
Partner

Bright Portfolios

Speaker:

Stephen Stricklin, CFP, CKA, CFA
Partner

Bright Portfolios

 

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

 

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 

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

 

Moderator:

Erez Yereslove
COO

TIFIN

Speaker:

Eric Boughton, CFA
Portfolio Manager & Chief Analyst

Matisse Capital

Speaker:

Jeff Klingelhofer, CFA
Co-Head of Investments & Managing Director

Thornburg Investment

 

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

 

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 

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

Speaker: 

Christina Markell-Balleza, JD  

Managing Director, General Counsel
CAPTRUST

Speaker:

Christeen Reeg

Principal, Financial Advisor
CAPTRUST
 

Moderator:

Margaret Jarocki

Senior Director, Integration
CAPTRUST
 
 
For firm owners, the decision to sell can stem from many catalysts. 
 
Christina Markell-Balleza joined CAPTRUST in 2019 from South Texas Money Management, where she served as co-CEO. Currently, she serves as the firm’s general counsel and is a core part of the firm’s M&A team. Christeen Reeg joined CAPTRUST in 2021 through her former firm, Pacific Investment Consultants. Thanks to their roles, Christina and Christeen have perspectives from both sides of the M&A process. 
 
In this session, you’ll hear from leaders of two women-led firms about their lessons learned from the M&A journey and beyond.
 

 

Sponsored by    

 


Find Calm and Clarity Amid Chaotic Commodities  

Complimentary Webcast 

 

Oct 13 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

 

 

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

 

 

John Bowen

Founder and CEO of CEG Worldwide

 

Chris Smith

Creator ofThe Campfire Effect™

 

 

With all the political, economic, and social uncertainty going on in the world right now, your affluent clients are confused and concerned. They need more than just financial advice during this time—much more.
 
That said, in uncertain and volatile times like these, there are golden opportunities for intrepid advisors to win more—in the form of increased AUM, acquiring wealthier clients, and racing up the hierarchy of advisor success to the vaulted Level of Preeminence in the fastest time possible.
 
In this webinar you’ll discover how to “show up” in a powerful new way that will convince the affluent you are the only logical choice for their trusted, “go-to” advisor.
 
 

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

 

 

Bob Doll, CFA®

Chief Investment Officer
Crossmark Global Investments

 

David Hanna

Chief Investment Officer
Knights of Columbus Asset Advisors

 

 

Mike Skillman

CEO
Faith Investor Services (FIS)

 

 

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.
 
 
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 


Growing Your Business with ESG 

Complimentary Webcast 

 

September 29 | 2:00-3:00 p.m. ET

Click here to view on demand.

 

Featuring

Joe Sinha, CIMA®  

Chief Marketing Officer
Parnassus Investments

Kelly Bush

Director of Retail Intermediary
Parnassus Investments
 

 

Environmental, social, and governance (ESG) investing continues to grow in popularity as investors look to align their portfolios with their values.
 
In this webinar, Parnassus Investments Chief Marketing Officer Joe Sinha and Director of Retail Intermediary Kelly Brush will discuss how the ESG investment marketplace is evolving, its impact on investors, and opportunities for advisors to leverage this growth to attract clients and deepen relationships. Parnassus has been investing in ESG for over 35 years. It can help advisors understand why they should integrate ESG into their business, how to add ESG funds to their portfolio and how to identify clients that may have an interest in ESG investing.
 
This webinar will highlight client stories and key takeaways that outline different approaches advisors can use to grow their business with ESG.
 
 

 

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

Cor Hoekstra 

Executive Vice President
TIFIN Wealth

Nick Stonestreet

CEO
RonaldBlue Trust

 

Donor-advised funds are the fastest-growing philanthropic vehicle in the US, with accounts exceeding 1 million. Even as interest in charitable giving grows, a gap remains between the clients who seek the charitable and tax benefits of giving and the in-house capabilities of the financial advisors they trust.
 
With the advent of digital DAF solutions into the philanthropic space, it is easier – and more important than ever –  for financial advisors to lead the charitable giving conversation.
 
In this webinar, TIFIN Give and Ronald Blue Trust share how advisors can: 
  • 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

 

Russ Darren Smith, CFP, ChFC, CMFC, GFS, CFS 

SVP and Head of Sales
John Hancock Investment Management

Danielle Kunkle Roberts

Founding Partner
Boomer Benefits

 

 

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

 

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

 

For many people, charitable giving is an emotional, even spiritual act—something we do not because we must, but because we choose to. Yet philanthropy can be overwhelming. The needs are so great, the issues are complex and relationships can be complicated.  
 
This presentation can help donors think comprehensively about their giving strategy, align their portfolios with their personal values and identify the steps they can take to fulfill their philanthropic goals today, tomorrow, and beyond. You’ll also learn about the key steps to develop an effective giving plan, and gain insights into the different ways to fund giving. In addition, Betsy Erickson the Head of Arabella Advisors Family and Individual practice will join the call to discuss trends in philanthropy and the unique ways that wealthy families can invest directly in causes.
 
 
The webinar will be hosted on Tuesday, September 20, 2022, at 2:00 P.M., Eastern time 
  • 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

 

Moderated by:

AJ Boury
Head of Marketing
TIFIN

Speaker:

Thomas Hartmann-Boyce
Client Portfolio Manager
ARK Invest

 

Speaker:

Jeremie Capron
Director of Research
ROBO Global

 

 

Despite the uncertainty and turbulence in the markets over the past year, the driving forces of innovation are omnipresent and continue to drive the future of the modern economy. From AI-powered assistants on your smartphone, and intelligent EV charging stations, to robots in the operating room. Advancements in AI, Machine Learning, and Robotics are changing human tasks and interactions for good. 
 
Join our panel from ARK Invest, ROBO Global, and TIFIN for a virtual discussion about:
  • 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 
 
 
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 


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

Izaak Mendelson 

Head of Models Distribution
Invesco Investment Solution

Karl Desmond

Director, US Model Portfolios
Invesco Investment Solution
 

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.

 
In a webinar sponsored by TIFIN, learn how technology can help advisors access models effectively while increasing personalization. Join Izaak Mendelson, Head of Models Distribution within the Wealth Management Platforms at Invesco, and Karl Desmond, Director of US Model Portfolios for the Invesco Investment Solutions team, to discuss:
  • 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

 

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

 

Michael Finke, Ph.D

Professor of Wealth Management and Frank M. Engle Distinguished Chair in Economic Security
The American College of Financial Services

 

 

Today’s worker arrives at retirement with investments instead of a pension. How can financial professionals help a retiree turn these investments into a lifestyle? Protective has teamed up with Dr. Michael Finke to help financial professionals answer this fundamental question. This seminar presents a straightforward process to develop an income plan coordinating a retiree’s investments with the goal of creating a more secure and satisfying lifestyle. With Protective Life’s and Michael Finke’s program, you will learn a specialized approach to creating income strategies that help retirees cover essential expenses based on their unique risk tolerance.
 
  • 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
 
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 Liquid Alternatives

Complimentary Webcast

 

Jul 20 | 1:00-2:00 p.m. ET

Click here to view on demand.

 

Featuring

 

Moderated by:

Matt Barley, RICP®

Director of Advisor Sales
Magnifi by TIFIN

 

Speaker:

Marc Drummer, CAIA, CIMA®

Managing Director & Portfolio Manager
Principal Global Investors

 

Speaker:

Jean Paul Lagarde

Chief Investment Officer
Advisor Resource Council

 

The cost of living in the United States continues to rise at its fastest pace in decades. According to the Bureau of Labor Statistics, the U.S. consumer price index increased 8.6% in May, the largest increase since 1981. It's not surprising that many clients want to know how this impacts them and what steps you're taking to protect their portfolio from inflation.
 
Join our panel from Principal Global Investors, Advisor Resource Council, and Magnifi by TIFIN for a virtual discussion about:
  • 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

 

Moderated by:

Matt Barley, RICP®

Director of Advisor Sales
Magnifi by TIFIN

 

Speaker:

Thomas Hartmann-Boyce, CFA
Client Portfolio Manager
ARK Investment Management

 

Speaker:

Dan White, CFA

Client Portfolio Manager
ARK Investment Management

 

Many believe the dreams associated with the tech and telecom bubble more than 20 years ago are turning into reality today; yet disruptive innovation strategies like the ARK Innovation ETF (ARKK) have been crushed recently, apparently by fears of another tech and telecom bust. In fact, the decline over the last 15 months has been more severe than the decline following the Nasdaq peak on March 10, 2000. ARK critics are suggesting that the rebound from this bear market will be muted and will take years. The team at ARK has a different perspective.
 
Join Financial Advisor Magazine, ARK Investment Management, and Magnifi by TIFIN for a panel discussion about:
  • 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

 

 

Michael Episcope

Co-CEO

Origin Investments
 

 

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


 

The Changing Fee Landscape 

Complimentary Webcast 

 

June 30 | 1:00-2:00 p.m. ET

Click here to view the replay.

 

Featuring

 

 

Andrew J. McFetridge, CPWA, CRPC

Head of Strategic Relationships and Investment Specialists

John Hancock Investment Management
 

 

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:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. 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

 

 

Bill Meyer
Founder and CEO

Income Solver

William Reichenstein

Head of Research

Retiree Income and Social Security Solutions
 

 

This session goes beyond the proposed rule changes of the Secure Act 2.0 to discuss new strategies and the implications of the changes. New opportunities for advisors to highlight the value of retirement income planning to grow their practice will be discussed.
 
Attendees will get an advanced "sneak peek" at new academic research and software that shows how to leverage the Secure Act to deliver better advice and grow your practice.
 
Topics addressed:
  • 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

 

AJ Boury
Chief Marketing Officer
TIFIN Grow

Robert Minter, CFA, CMT, CAIA
Director of ETF Investment Strategy
abrdn

 

Dorrit Lowsen

President & COO 

Change Finance

 

Uncovering the hidden investor inside each client can help advisors design more personalized and relevant portfolios. One area where advisors can personalize is by identifying which investors are viewpoints-driven. Viewpoint investors seek to invest in emerging trends that are shaping the future.
 
Join TIFIN Wealth CMO AJ Boury along with Robert Minter, Director of Investment Strategy, ETFs at abrdn and Dorrit Lowsen, President & COO of Change Finance, to discuss:
  • 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
 
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 


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

 

 

Wylie Tollette
CFA, Head of Client Investment Solutions

Franklin Templeton Investment Solutions
 

Gene Podkaminer

CFA, Head of Research

Franklin Templeton Investment Solutions

 

 

Alternative assets span a broad range of investment styles, instruments, and most importantly for investors: outcomes, with aims ranging from enhancing growth or generating income to defending against inflation or delivering downside risk management. How should advisors think about including alternatives with traditional investments in portfolios? Join Wylie Tollette, CFA, Head of Client Investment Solutions, and Gene Podkaminer, CFA, Head of Research for Franklin Templeton Investment Solutions as they provide:
  • 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

 

 

Ryan Bertrand

VP Managing Director Advanced Markets

Transamerica
 

 

Too few Americans have sufficiently prepared for their financial futures. Lifelong habits and attitudes toward money often influence spending and investing decisions, which can impact the ability to save for a home, pay for college, fund retirement, and cover healthcare costs throughout life. Behavioral finance strikes at the root of whether investors reach their investment goals. The potential for a changing market landscape — and changing client conversations — makes this a timely and must-have discussion.
 
The link between behavior and financial outcomes is often unseen. Help your clients see clearly.

 

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

 

Moderated by:

Matt Barley, RICP®

Director of Advisor Sales
Magnifi by TIFIN

 

Speaker:

Leah Turino
Portfolio Manager
Boston Common Asset Management

 

Speaker:

Joana Arthur

Investment Director
Boston Common Asset Management

Speaker:

Jack Meyercord

Chief Investment Officer
Conscious Endeavors

 

Demand for ESG Investing is Surging. Since the 1990s, the movement among investors to “vote with their wallets” in support of companies that are making a positive impact has taken off. Today, with more than $35 trillion in assets worldwide, fund managers are broadly using ESG criteria to identify both risks and opportunities. In spite of growing demand, many advisors are still hesitant to talk to clients about ESG investing. One reason for this is the perception that doing good comes at a cost of earning competitive returns.
 
Financial Advisor Magazine is excited to help change this narrative through our upcoming webinar featuring Boston Common Asset Management, Conscious Endeavors and Magnifi by TIFIN. Join our virtual panel for an interactive discussion about:
 
  • 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
 
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 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

 

Christopher Volpe

Director, Wealth Management Solutions
Informa

 

Franklin Tsung
Growth Advisor
AppCrown

 

Jermaine Edwards

Founder
Customer Transformation Thinking & Irreplaceable Advisory Group

 

“Every client relationship is subjected to an ongoing examination of value. Nowhere is that more profound than in financial services, where clients are wholly conditioned to identify risk, reward and profit.” – Jermaine Edwards, Founder of the Irreplaceable Advisory Group
 
Join Jermaine Edwards, Founder of Customer Transformation Thinking and the Irreplaceable Advisory Group, Zephyr’s Director of Wealth Management Solutions Christopher Volpe, and AppCrown Growth Advisor Franklin Tsung for a special webinar offering insights into tactics top advisors are incorporating to grow their business.
  • 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

 

David Lovell
Managing Director
Swan Global Investments
 

Eric Qian
Vice President, Portfolio and Index Management
Emles

 

Jim Atkinson

President 

SmartETFs  

 

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
 
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 


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

 

 

James Vogl
Senior Investment Strategist, Vise
 

Zoran Basich
Head of Content Strategy, Vise

 

 

The Great Wealth Transfer is upon us. About $68 trillion in wealth will change hands in the U.S. in the next twenty years, with much of it being passed on to millennials (27 to 41-year-olds) and Gen Z (18 to 25-year-olds), according to Cerulli Associates.
 
But to take full advantage of this unprecedented opportunity, advisors will have to deeply understand what younger investors are likely to demand in a financial advisor. Counting on your clients’ children to stay the course and invest the way their parents did is a likely recipe for disappointment. And new clients will also be driven more by expectations around personalization and technology, and less by loyalty or legacy models.
 
Join this webinar for practical tips on:


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

 

 

Thomas Canals
Account Management, Vise

 

Christian Boinske
Senior Investment Strategist, Vise

 

 

 

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:

  1. Who should your target client be and why?
  2. What's the biggest mistake most financial advisors make and what to do about it?
  3. Why is it easy to “steal” (rescue) the best clients from established advisors?
  4. 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

 

Kristen Kimmell
EVP, Business Development, Advisor Group, Inc.

 

Trisha Qualy
Managing Partner, Affiliated Advisors

 

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:  

 

  • The pandemic and its effect on work-life balance

  • Real life examples on how to manage yourself when life gets out of balance

  • The importance of community: How to ensure this is part of your balancing act

  • Taking care of your team

  • 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

 

Don Casturo
Chief Investment Officer, Quantix Commodities

 

Sonya Morris
Managing Director, Investment Team, Harbor Capital Advisors, Inc.

 

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

 

Thomas Hartmann-Boyce, Client Portfolio Manager, ARK Invest

 

Hal Malone
Principal, Sea/Switch Partners

 

AJ Boury

Chief Marketing Officer, TIFIN Grow
 

 

As millennials reach their prime earning years and advisors seek to compete more effectively with robos and DIY investors, having differentiators is key. Join our live panel of experts from ARK Invest, Sea/Switch Partners, and TIFIN Grow for an interactive discussion about how advisors can differentiate to grow their pipeline and practice. Topics include: 
  • 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
TIFIN Grow helps advisors understand their prospects' fears, needs, and wants through risk, planning and personality.

 

 

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

 

Susan Theder
Chief Marketing and

Experience Officer, FMG Suite
 

Samantha Russell
Chief Evangelist, FMG

Suite and Twenty Over Ten

 

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

 

Schyler Adams, CFP
Financial Technology Field Director

Mark Paulson
VP, Hedge Business Development

 

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   

 

 
Disclosure

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.

 

4090132.1


 

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

 

Robert Stella, CFP
Head of Advisor Growth, Magnifi by TIFIN

 

Renato Leggi, CFA, CAIA
Client Portfolio Manager, ARK Invest

 

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

 

Matt Barley
Director of Advisor Sales, Magnifi by TIFIN

 

Kieran Kirwan
Director of Investment Strategy, ProShares

 

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

 

Bruce Bond
Co-Founder & CEO, Innovator Capital Management

John Southard
Co-Founder & CIO, Innovator Capital Management

 

 

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

 

Bill Meyer
CEO & Founder, 

Retiree, Inc.

Dr. Bill Reichenstein
Baylor University and Head of Research at Retiree, Inc.

 

 

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

 

Kevin T. Carter
CIO & Founder, 

EMQQ | FMQQ

Akeem Bailey
Director of Research

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



 

 

How To Outperform Inflation

 

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

Glenn R. Mueller, Ph.D.
Professor, 

University of Denver

Ryan Strauser
Principal, Black Creek Group

 

 

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

 

Andrew Heald
Senior VP - Financial Advisor, 
RBC Wealth Management—U.S.
 

Angie O'Leary
Head of Wealth Planning

RBC Wealth Management—U.S.
 

Kimberly Shappee          

First VP - Financial Advisor Consulting Group, RBC Wealth Management—U.S. 

 

 

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

Kelly Baldoni
VP, Global Women's 

Strategies, Impax 

Asset Management LLC

Kathleen McQuiggan
Women & Wealth Advisor, Artemis Financial Advisors LLC

 

 

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 | 2:003:00 p.m. ET

Click here for a replay of this webcast.

 

Featuring

 

Mitch Anthony
Co-Founder, ROL Advisor

Steve Sanduski, CFP
Co-Founder, ROL Advisor

 

 

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

 

Mitch Anthony
Co-Founder, ROL Advisor

 

Dr. Sarah Asebedo
Assistant Professor, 

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 | 2:003:00 p.m. ET

Click here fa the video replay for more information on the presentation visit Transamerica.com/women-and-investing.

 

Featuring

 

Melissa Mursch
Director of Channel Marketing, Annuities

Marissa Weaver
Director of Channel Marketing, Asset Management

 

 

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 | 2:003:00 p.m. ET

 

Click here for the video replay. Click here for the presentation slides.

 

Featuring

 

Ali Motamed
Founder, Managing Partner

and PM, Invenomic Capital Management LP 

Mitch Rubin
CIO and Founding Partner, RiverPark Capital

 

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

 

Julie Williams
Senior Vice President, RIA Sales Manager at Envestnet | Tamarac

Michael S. Reed
Chief Operating Officer and Managing Partner at Dakota Wealth Management

 

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 | 2:003:00 p.m. ET

Click here for the video replay.

 

 

Featuring

 

Angie O'Leary
Head of Wealth Planning, RBC Wealth ManagementU.S.

Nancy Carlson
Author and Illustrator

 

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

 

Mitch Anthony
Co-Founder, ROL Advisor

 

Paul Armson
Founder, Inspiring Advisers

 

Moderated by                 

Steve Sanduski, CFP®
Co-Founder, ROL Advisor
 

 

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:

 

  • What matters most to clients

  • Why a strong financial plan is much more than simply accumulating as much money as possible

  • How to build a business model that is good for everyone involved: the financial advisor, clients, and the organization

  • How to move from being a commodity to repositioning yourself as your client’s trusted advisor

  • 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 | 2:003:00 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 | 2:003:00 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 | 2:003:00 p.m. ET

Click here for the video replay | Click here for planning resources.

 

 

Featuring

 

Angie O'Leary
Head of Wealth Planning, RBC Wealth ManagementU.S.

Dr. Miles Varn
Chief Executive Officer, PinnacleCare

 

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 | 2:003:00 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 | 2:003:00 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 | 2:003:00 p.m. ET

Click here for the video replay 

 

 

Featuring