Past webinars

What’s Stopping You? Overcoming Barriers to a Rewarding Succession

Tuesday, June 17, 2025 at 1:00 PM EST

In this webinar replay, learn how to overcome business succession barriers. You'll hear first-hand from advisors who have succeeded their own business - sharing both their personal experiences and insights.

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Investments

The case for alternative investments in 2025

Wednesday, May 7, 2025 at 1:00 PM ET

In this virtual roundtable replay, learn how to bring this important asset class onto your product shelf and talk about it with clients.

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Investments

Building resilient portfolios with mortgage investments

Tuesday, April 8, 2025 at 1:00 PM ET

In the webinar replay, discover how private mortgage investments, including Mortgage Investment Corporations (MICs), can enhance portfolio stability while generating steady income in a dynamic market.

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Gold nest egg concept for retirement savings and financial planning

Decumulation for business owners, incorporated professionals and holdco shareholders

Thursday, November 28, 2024 at 1:00 PM ET

This virtual roundtable replay, will discuss the pertinent planning issues and how to address them

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Investments

Can ETFs solve the income challenge?

Thursday, October 17, 2024 at 1:00 PM ET

This virtual roundtable replay, will dig into the role ETFs can play in providing income for clients and the issues advisors need to consider when constructing portfolios.

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Investments

Real estate investing in today’s rate environment

Tuesday, September 17, 2024 at 1:00 PM ET

In this virtual roundtable replay, experts will explain the key factors to consider when building diversified portfolios

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Investments

Unlock the power of principal protected notes

Thursday, June 20, 2024 at 2:00 PM ET

This webinar that aired live on Thursday, June 20, at 2:00 PM ET, teaches you all about the features of principal protected notes while giving you an in-depth look at how they can complement traditional asset classes and add value to your clients’ investment portfolios. Our specialists will show you ways to use these products wisely as part of a diversification strategy that offers both protection and potential returns.

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Market Insights

What is the future of ESG?

Wednesday, May 8, 2024 at 1:00 PM ET

This virtual roundtable replay will discuss how ESG will adapt for the future and what investment products and themes could emerge.

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