Past webinars

Protecting retirement from inflation

Wednesday, November 16, 2022 at 1:00 PM ET

Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged.

Sponsored by
Manulife logo Sun Life Global Investments logo TD Asset Management logo
magnifier and graph, basic tools of technical analysis on the stock market.

Using ETFs to navigate volatility

Tuesday, October 25, 2022 at 1:00 PM ET

Stocks and bonds have had a tough year. While ETFs are by no means insulated from market volatility, they can be well suited to a jarring investing climate due to their low cost, tax efficiency and accessible diversification.

Sponsored by
Invesco logo Middlefield logo National Bank Investments logo TD Asset Management logo

Improve productivity with next-generation rebalancing

Wednesday, October 19, 2022 at 11:00 AM ET

The new generation of portfolio rebalancing solutions offers innovative features that significantly help wealth management teams and compliance professionals increase their daily productivity.

Sponsored by
Croesus logo

Investing in real estate: why and how

Thursday, May 26, 2022 at 3:00 PM ET

Adding real estate to your portfolio can enhance income, improve diversification and provide an excellent hedge against inflation.

Sponsored by
Hazelview logo

Answering your biggest ESG questions

Tuesday, May 10, 2022 at 1:00 PM ET

The past six months have seen a flurry of activity in the ESG space, making it challenging to keep up, even for experts.

Sponsored by
Manulife logo National Bank Investments logo NEI logo Sun Life Global Investments logo

Break the bias: improve how you work with women clients

Wednesday, March 9, 2022 at 1:00 PM ET

Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.

Sponsored by
Fidelity logo NEI logo Sun Life Global Investments logo

Optimize cash-flow and life insurance with an immediate financing arrangement

Wednesday, January 26, 2022 at 1:00 PM ET

A powerful financial tool when used correctly, an Immediate Financing Arrangement (IFA) can help clients acquire additional life insurance policies while keeping their liquidity intact for short or medium-term cashflow needs.

Sponsored by
Equitable Bank
WIKIMEDIA COMMONS

Managing post-retirement portfolios

Tuesday, November 23, 2021 at 1:00 PM ET

A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation?

Sponsored by
Manulife logo Sun Life Global Investments logo TD Asset Management logo