Upcoming webinars

Private Equity Foundations

Wednesday, June 3, 2026 at 2:00 PM ET

This session offers a practical introduction to private equity, covering what it is, how it works, and the role it can play in diversified client portfolios.

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Past webinars

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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Watch now and earn CE credits

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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Watch now and earn CE credits

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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Watch now and earn CE credits

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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Watch now and earn CE credits

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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Watch now and earn CE credits

Market Insights

Maximize opportunities: Insurance lending as a key to growing your business

Thursday, April 25, 2024 at 1:00 PM ET

Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business.

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Watch now and earn CE credits

Market Insights

The opportunities in real estate investing with Hazelview Investments

Wednesday, March 27, 2024 at 1:00 PM ET

As 2023 drew to a close, REITs experienced a significant rally, sparking intrigue among investors following a period of subdued performance driven by weight of higher interest rates. What lies ahead for the asset class in 2024?

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Watch now and earn CE credits

Your Business

Real talk on mentorship

Wednesday, March 6, 2024 at 1:00 PM ET

This virtual roundtable will provide practical advice on developing and nurturing mentoring relationships

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Watch now and earn CE Credits

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