Delivering for Investors in Bull and Bear Markets
Complimentary Webcast
Tuesday, October 08, 2024 | 2:00-3:00 p.m. ET
This program has been accepted for one hour of continuing education (CE) credit from the CFP and from IWI.
FEATURING LIVE Q&A
Marc Odo, CFA®, FRM®, CAIA®, CIPM®, FDP®, CFP® Client Portfolio Manager, Swan Global Investments |
Rob Swan Portfolio Manager & Chief Operating Officer, Swan Global Investments |
The Case for Active Strategies for Income & Risk Management
Investors and advisors are increasingly seeking options to address two key portfolio challenges:
- Managing downside risk and
- Generating income regardless of Fed policy.
Options can help investors mitigate market risk and protect against losses. The options-trading category is dominated by passive strategies that often cannot adapt to changing market conditions or unduly cap upside potential over time. See how actively managed options strategies are well-suited to benefit investors through both downward and upward-trending markets.
Derivative income strategies can also be a powerful tool for investors seeking income across interest rate regimes. However, the majority of these strategies are powered by passively managed covered calls, which cap upside participation and may ultimately leave investors underwhelmed. Explore how an active approach to derivative income may be better positioned to mitigate both right trail and left tail risks.
Join the options experts at Swan Global Investments and explore how active strategies can help investors mitigate risk, generate income, and capture return in bull and bear markets alike.
A New Era of Risk Management: Innovator’s October 100% Buffer ETFs™ Offering Exposure to U.S. Equities With 100% Downside Protection
Complimentary Webcast
This program has been accepted for one hour of continuing education (CE) credit from the CFP and from IWI.
Wednesday, October 2, 2024 2:00-3:00 p.m. ET
FEATURING LIVE Q&A
Tim Urbanowicz, CFA Head of Research & Investment Strategy, Innovator Capital Management |
On October 1st, Innovator will be expanding upon the industry’s first and largest suite of 100% Buffer ETFs™ with the launch of #AOCT, #ZOCT, and #APOC.
Join Innovator’s Head of Research and Investment Strategy, Tim Urbanowicz, CFA, for an in-depth conversation on risks investors are facing and how these new additions to Innovator’s lineup can be useful solutions to navigate market uncertainty.
Learn how advisors are using this new and innovative lineup of ETFs to:
- Offer higher upside return potential than cash with 100% downside protection
- Keep clients invested and protect gains
- Manage risk across 6-month, 1-year, or 2-year outcome periods
- Deliver tax-deferred growth in an ETF wrapper versus the ordinary income of cash or bonds
Using Video and Automation to Convert Leads and Retain clients
Complimentary Webcast
Tuesday, October 01, 2024 | 2:00-3:00 p.m. ET
FEATURING LIVE Q&A
Thomas Clawson Co-Founder, Pageport |
Inbound leads are incredibly valuable, but too many financial advisors don't convert them well. Leads require quick action as well as personalization, a growing strain on advisors. This webinar, specifically designed for financial professionals, will delve into the growing trends of video consumption and the critical role of automation in streamlining processes.
Ed Slott Breaks Down New RMD Regs
Complimentary Webcast
September 5, 2024 | 1:00-2:00 p.m. ET
Featuring
Ed Slott, CPA America's IRA Expert, Ed Slott and Company, LLC |
Featuring LIVE Q&A with America’s IRA Experts
More than four years after the SECURE Act took effect, the IRS has released its long-anticipated final regulations providing new clarity on these complex tax rules—plus proposed regulations for SECURE Act 2.0.These significant RMD changes are crucial for all advisors to understand and discuss with their clients now!
Join America’s IRA Expert, Ed Slott, CPA, as he distills nearly 300 pages of regulations into timely, actionable insights, including:
- The Shocking Final Decision: The convoluted 10-year RMD rule for inherited IRAs is here to stay
- An Expensive & Surprising Tax Trap: Critical points for spouse beneficiaries
- Big Changes: New rules for IRA trust beneficiaries, including reduced complexities and challenges
- Proactive Planning Tips: Strategies to minimize taxes for your clients and their beneficiaries
Why Attend?
These regulations impact virtually every client with an IRA or inherited IRA. The new regulations are generally more favorable for beneficiaries, but only if they understand the latest rules! Advisors must effectively communicate these changes and take advantage of key planning opportunities to demonstrate their value in navigating the new landscape.
Don’t miss this opportunity to gain practical strategies from the foremost authority on retirement planning.
Love and Money—Helping Couples Talk About Their Finances
Complimentary Webcast
August 28, 2024 | 2:00-3:00 p.m. ET
Featuring
Emily Koochel, PhD, AFC®, CFT-I™, BFA™ Manager, Financial Wellness & Education, eMoney Advisor |
Sasha Grabenstetter, AFC®, BFA™ Senior Financial Planning Education Consultant, eMoney Advisor |
Money consistently ranks as a top stressor for Americans, often leading to financial conflict. Joining a committed relationship requires vulnerability and a willingness to communicate when it comes to important decisions like combining assets and ensuring financial transparency. The financial planner's office may be one of the few places couples feel they can talk openly about their money—and the accompanying emotions surrounding their financial life.
Join eMoney Advisor presenters Emily Koochel, PhD, AFC®, CFT-I™, BFA™, and Sasha Grabenstetter, AFC®, BFA™ to learn more about navigating these challenging financial planning conversations.
What Drives Clients to Choose Advisors and How Can It Fuel Future Growth?
Complimentary Webcast
August 20, 2024 | 2:00-3:00 p.m. ET
Featuring
Craig Martin Executive Managing Director, Global Head of Wealth & Lending Intelligence, J.D. Power |
Philip Palaveev Chief Executive Officer, The Ensemble Practice LLC |
Don’t miss J.D. Power and Philip Palaveev as they reveal exclusive research packed with strategies for enhancing growth, optimizing referrals, and boosting client engagement.
- Explore why clients choose advisors—or opt against them—and how these decisions vary by factors such as age, gender, and affluence.
- Strengthen your referral strategy by identifying which prospects respond best, which clients are most likely to refer, and common barriers to effective referrals.
- Understand the critical actions and occurrences that can strengthen—or damage—client trust in advisors and firms.
You will leave this webinar with a clear understanding of how to optimize prospecting, create stickier relationships with current clients, and what actions and experiences have the greatest influence on trust.
From Hours to Minutes: Save Time with AI-Powered Estate Planning Tools and Grow Your Practice
Complimentary Webcast
August 15, 2024 | 2:00-3:00 p.m. ET
Featuring
Ian Finnerty, CFP®, CIMA® Director, Advisor Sales, FP Alpha
Craig Breitsprecher CFP®, AIF®, BFA™ Founder, Thrivepoint Financial
Lazetta Rainey Braxton, MBA, CFP® CEO & President, The Real Wealth Coterie |
In this webinar, you'll hear directly from experienced financial advisors, Lazetta Rainey Braxton, MBA, CFP®, Madisen Karlson, CFP® and Craig Breitsprecher CFP®, AIF®, BFA™, who will share real-life examples and use cases on how they are leveraging technology to provide estate planning services to their clients.
Key Takeaways
- Real-world examples of using estate planning tech tools
- Strategies to enhance client engagement and involvement
- Advice to strengthen attorney/advisor relationships and offer clients comprehensive service
- Engaging clients' adult children and next gen investors through estate planning services
Don't miss this opportunity to learn how to elevate your estate planning practice with AI-powered technology and drive growth through increased efficiency and client satisfaction.
Advising With Care: Expert Insights On Client Health Care Planning
Complimentary Webcast
August 13, 2024 | 2:00-3:00 p.m. ET
Featuring
Alison Gilbert, CFP®, CTFA Planning and Coaching Specialist, Vanguard
Matt Campbell Field Sales Executive—RIA, Vanguard |
With the complexities of health care planning, your retirement-age clients may have critical health care questions and look to you for guidance about these decisions. Join Vanguard expert Alison Gilbert in a special webinar session to help you build acumen and answer your questions about guiding proactive client conversations around health care planning.
In this session, you’ll learn:
- How to help your clients plan for pre- and post-retirement health care costs.
- The ABCs of Medicare and how a client’s income affects it.
- Long-term care cost considerations.
- How to answer questions and help clients avoid mistakes when it comes to health care and Medicare decisions.
For financial professionals only.
All investing is subject to risk, including the possible loss of principal. © 2024 The Vanguard Group, Inc. All rights reserved.
The Digital Edge: Leveraging Technology to Outperform in the High-Net-Worth Market with Allison Tirado
Complimentary Webcast
August 8, 2024 | 4:00 - 5:00 p.m. ET
Featuring
John Bowen
Transform Your Practice
Uncover groundbreaking strategies to attract and retain high-net-worth clients in this exclusive webinar. Gain deep insights with our comprehensive 46-page research report, distilled from the experiences of over 1300 affluent investors.
What You'll Discover
- Embrace Underutilized Tools: Only 13.7% of advisors use video content. Learn how to stand out.
- Digital Influence Mastery: Understand how a digital presence influences 20% of investors to switch financial advisors.
- Generational Communication: Grasp why 95.3% of Baby Boomers prefer traditional channels and learn critical errors to avoid with 85% of this demographic.
- High-Value Asset Management: Discover essential tools for managing assets over $1 million.
- Millennial Engagement through AI: Tap into the 42.9% of Millennials actively seeking AI-savvy advisors.
Join us and Lead the Digital Revolution in Wealth Management.
De-Risking Portfolios from Market and Election Related Risk: Strategies for Unlocking 100% Downside Protection and Upside Growth Potential in Today’s Markets
Complimentary Webcast
August 1, 2024 | 1:00-2:00 p.m. ET
Featuring
Matt Kaufman SVP, Head of ETFs, Calamos Investments
Anna Narem VP, Director of Product Management and Analytics |
With US equity markets at or near all-time highs and rising election uncertainty, advisors may consider thinking differently about how to de-risk their clients’ portfolios while still participating in potential market upside.
Join Calamos’ Head of ETFs, Matt Kaufman, as he discusses our latest innovation, Calamos Structured Protection ETFs™ – the largest suite of ETFs designed to deliver equity upside exposure to the S&P 500®, Nasdaq-100®, or Russell 2000®, with 100% protection against loss over one-year outcome periods: www.calamos.com/protection.
This event is intended for financial professionals only.
The Wealth Magnet: Attracting High-Net-Worth Clients to Your Practice
Complimentary Webcast
July 25, 2024 | 4:00-5:00 p.m. ET
Featuring
John Bowen
Become a Wealth Magnet—Attract High-Net-Worth Clients to Your Practice. Join our exclusive webinar and discover the secret strategies that set top advisors apart. Take advantage of this transformational experience, which will catapult your practice to new heights.
Key Learning Points:
- Discover why only half of clients rate their advisors as excellent and how you can break into the top tier.
- Learn the key to understanding what's essential to high-net-worth clients and their families.
- Uncover the comprehensive wealth management strategy to set you apart and attract high-net-worth clients.
Presented by John Bowen, CEO and Founder of CEG Worldwide. We're on a mission to uncover the secrets of top advisors and share these strategies with you.
Exclusive Bonus: We are providing an exclusive bonus as a special thank-you for joining our webinar. When you reserve your spot for the webinar, you'll receive a complimentary copy of our latest Play to Win report. This is packed with strategies to help you enhance your client relationships, broaden services, and move upmarket. Take advantage of this exclusive bonus.
This event is intended for financial professionals only.
Tax Aware Investing: More than Just Municipal Bonds
Complimentary Webcast
July 23, 2024 | 2:00-3:00 p.m. ET
Featuring
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Wesly Pate, CFA ®
Senior Portfolio Manager, Income Research & Management
BondBloxx
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Benjamin Morris
Portfolio Manager
BondBloxx
|
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.
FEATURING LIVE Q&A
For many tax-sensitive investors, municipal bonds are the main investment approach to minimizing taxes. However, sometimes paying rather than avoiding taxes may lead to more advantageous outcomes.
Join this session to help enhance your strategy and elevate your conversations with clients about building tax-optimized portfolios. Wesly Pate of Income Research & Management and Ben Morris of BondBloxx will discuss how to construct portfolios for high tax-bracket investors across a wider opportunity set.
Topics covered will include:
- Current dynamics in the municipal and taxable bond markets
- The case for a holistic approach to tax-aware investing
- How to select and implement tax-aware ETFs
This event is intended for Financial Professionals only.
Client Acquisition Masterclass - Learn Exactly How To Attract & Acquire More Ideal Clients
Complimentary Webcast
July 18, 2024 | 2:00-3:00 p.m. ET
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
The Digital Edge: Leveraging Technology To Outperform In The High-Net-Worth Market With John Bowen
Complimentary Webcast
June 27, 2024 | 4:00-5:00 p.m. ET
Featuring
John Bowen
Join us and lead the Digital Revolution in Wealth Management.
This event is intended for financial professionals only.
Empowering Business Owner Conversations
Complimentary Webcast
June 12, 2024 | 1:00-2:00 p.m. ET
Featuring
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Justin R. Clarke, CRPC®
Director of Sales Execution,
John Hancock Investment Management
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Andrew J. McFetridge, CEPA®, CPWA®, CRPC®
Head of Strategic Relationships and Investment Specialists,
John Hancock Investment Management
|
Did you know that
• 80% of owners’ wealth is locked up in their business?1
• 74% of business owners plan to exit in the next 10 years and this is a $14 trillion opportunity?1
• 78% of business owners have no formal 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.
This event is intended for financial professionals only.
Presented by
Beyond Bitcoin: Investing In Ethereum And The Real-World Applications of Blockchain
Complimentary Webcast
June 6, 2024 | 2:00-3:00 p.m. ET
Featuring
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Juan Leon
Senior Crypto Research Analyst,
Bitwise Asset Management
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Ryan Rasmussen
Senior Crypto Research Analyst – DeFi,
Bitwise Asset Management
|
Ethereum is the second largest crypto asset behind Bitcoin, but beneath the surface, it’s shockingly different. The Ethereum blockchain functions like an “app store” for crypto, hosting thousands of applications with millions of daily active users. And unlike many other crypto assets, Ethereum produces revenues in the billions of dollars each year, which makes it an interesting asset to value. This combination of factors is capturing the attention of Wall Street.
In this webinar, Bitwise Senior Research Analysts Ryan Rasmussen and Juan Leon will dive into the key topics financial advisors need to know about Ethereum, one of the world’s most compelling crypto assets.
Topics include:
- What is Ethereum?
- Five Ethereum-based applications that could change the world.
- How to value Ethereum.
- Building a crypto investment sleeve with Ethereum.
This event is intended for financial professionals only.
Presented by
Investing With Patience In A Higher-For-Longer Rate Environment
Complimentary Webcast
June 4, 2024 | 1:00-2:00 p.m. ET
Featuring
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Jeffrey N. Given, CFA
Senior Portfolio Manager, Co-Head of U.S. Core and
Core-Plus Fixed Income, Manulife Investment Management
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Michael J. Scanlon, Jr., CFA
Managing Director, Portfolio Manager,
Manulife Investment Management
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Adam A. Weigold, CFA
Senior Portfolio Manager, Head of Municipal Bonds,
Manulife Investment Management
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Emily R. Roland, CIMA
Co-Chief Investment Strategist,
John Hancock Investment Management
|
Economic data and inflation readings have recently been sending mixed signals, making the path toward interest-rate cuts bumpier and potentially longer. For fixed-income investors, it’s a market full of potential from today’s high yields, but with the prospect of more surprises ahead. In equities, divergent valuations are creating risks in some market segments and opportunities in others.
Join our interactive panel discussion as three of our portfolio managers explore the outlook for bonds and stocks heading into summer.
You’ll have the opportunity to ask the panel questions as Emily R. Roland, CIMA, co-chief investment strategist, leads the conversation featuring Jeffrey N. Given, CFA, co-head of U.S. core and core-plus fixed income and senior portfolio manager for John Hancock Bond and Investment Grade Bond Funds, Michael J. Scanlon, Jr., CFA, portfolio manager of John Hancock Balanced Fund, and Adam A. Weigold, CFA, senior portfolio manager for John Hancock Municipal Opportunities Fund.
This event is intended for financial professionals only.
Presented by
Climbing the Wealth Ladder: Proven Strategies for Attracting and Retaining Ultra-Wealthy Clients
Complimentary Webcast
May 23, 2024 | 4:00-5:00 p.m. ET
Featuring
John Bowen
Key learning points:
- Nuanced wealth management. Delve deep into the sophisticated approach to wealth management that resonates with 70.8% of ultra-wealthy clients, a preference that remarkably escalates to 96.5% among millennials.
- Collaborative investment planning. Learn how to engage with 82.1% of ultra-wealthy investors eager to collaborate with you in crafting successful investment portfolios.
- Team synergy. Understand the preference of 80.3% of ultra-wealthy clients to work closely with a team of seasoned professionals, including accountants and attorneys, fostering the creation of synergized, optimal solutions.
- Adaptive advisory services. Discover strategies to adapt your advisory services seamlessly, aligning with the evolving preferences and needs of the ultra-wealthy, thereby fostering sustainable growth in your practice.
This event is intended for financial professionals only.
Sponsored by
Ed Slott's Mid-Year IRA Planning Opportunities 2024
Complimentary Webcast
May 14, 2024 | 1:00-2:00 p.m. ET
Featuring
Ed Slott, CPA
FEATURING LIVE Q&A WITH AMERICA’S IRA EXPERTS
After Tax Day has come and gone, your clients are more painfully aware of their costly tax liabilities than ever. Now is the prime time to deliver true value—proactive tax strategies that will benefit them and their heirs for years to come.
Refuel your business momentum for 2024 with unparalleled insights from America’s IRA Expert. Join Ed Slott and his team of Experts as they equip you with the tools to guide your clients through mid-year tax planning strategies and provide timely guidance on:
- Advising on critical rollover decisions amidst mass layoffs, affecting more than 250,000 Americans in tech alone in 2023
- IRA tax planning strategies tailored for larger required minimum distributions (RMDs) in 2024
- Harnessing the power of qualified charitable distribution (QCDs) rules as a TRIPLE WIN solution for RMD requirements—why early in the year is ideal timing for consideration.
Get the insights you need to initiate these actionable conversations today to drive successful outcomes for both your clients and your business goals.
This event is intended for financial professionals only.
Sponsored by
History Lessons: Time-Tested Principles to Help Clients Stay Invested
Complimentary Webcast
May 8, 2024 | 1:00-2:00 p.m. ET
Featuring
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Zach Flechtner
Head of National Accounts,
John Hancock Investment Management
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Jason M. McKinney, CRPC®
Senior Vice President, Business Consultant,
John Hancock Investment Management
|
Even as the aftereffects of the pandemic and surging inflation have subsided, there’s no shortage of potential headwinds that your clients may be worried about. For starters, might any reversal of inflation trends upend the outlook for interest-rate cuts and the broader economy in a presidential election year?
One way to help clients invest through times like this is to remind them that history shows market patterns often repeat themselves, even as circumstances constantly change. That’s why 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 the rate outlook mean for my life and my portfolio?
- How might the election in November influence the market outlook?
This webinar is 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 clients’ evolving needs while taking your business to the next level.
Past performance is no guarantee of future results. Diversification does not guarantee a profit or eliminate the risk of a loss.
This event is intended for financial professionals only.
Presented by
Unlocking Growth: Decoding Client Behavior For Strategic Engagement
Complimentary Webcast
April 25, 2024 | 2:00-3:00 p.m. ET
Featuring
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Craig Martin
Executive Managing Director, Global Wealth and Lending
J.D. Power
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Erinn Ford
EVP, Advisor Engagement
Osaic
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Don't miss this opportunity to enhance your client relationships and drive organic growth.
This event is intended for financial professionals only.
Presented by
Complimentary Webcast
March 12, 2024 | 2:00-3:00 p.m. ET
Featuring
Brandon Stuerke
As an advisor, the key to success, profitable growth and scale really comes down to 1 thing...
Predictably and consistently generating new qualified appointments.
Without appointments, this business is stressful at best, and at worse even downright risky. It’s no secret that the number 1 reason advisors fail out of the business is the inability to get in front of qualified prospects consistently.
In fact, according to Wealth Management Metrics, a staggering “93% of wealth managers fail to grow their practice because of a lack of consistent new, qualified appointments” (Source: Wealth Management Metrics)
But that’s about to change.
On this webcast you’re going to discover the top 7 AI Powered Marketing Strategies advisors are using right now to generate more leads, convert more appointments and increase marketing efficiency and ROI. And no, this is not about teaching you how to use Chat GPT... ... instead, we’re going to be sharing with you the first ever industry trained AI.
During This Webcast You’ll Learn How to Leverage This Industry Trained AI To:
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Increase Your Seminar Attendance and Eliminate No Shows!
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Follow Up and Convert Seminar Attendees Into Appointments... Without Ever Picking Up The Phone
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Qualify Leads and Appointments, Eliminating Wasted Time With Unqualified Prospects
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Fully Automate Your Appointment Generation From Initial Inquiry to Booking
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Increasing Your Appointment Stick Rate (No More Getting Ghosted by Prospects)
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Convert Past Prospects and Old Leads Into New Qualified Appointments, Without Cold Calling!
And the best part? We’re going to let you test drive this new AI for yourself!
According to Kitces, 63% of advisors are missing opportunities due to outdated technology.
Don’t be one of them!
This will be the most talked about technology of 2024... Do not miss this event!
This event is intended for financial professionals only.
Sponsored by
Complimentary Webcast
March 7, 2024 | 1:00-2:00 p.m. ET
Featuring
Kathleen Pritchard, CPWA®, CRPC®, CEPA®, ChFC®, CLU®, CFS®
Please join us for this exclusive opportunity to join a women and investing webinar that’s unlike many that you may have seen in the past. Rather than focusing on investment education, this presentation explores an array of financial issues affecting women.
Women today are a major and growing economic force, and this webinar seeks to enhance your ability to help your female clients deal with many of the issues that they face every day, such as:
- Buying a home
- Owning a business
- Planning for retirement
- Caring for aging parents
- Loss of spouse
- Estate planning
- Leaving a legacy
This webinar will also provide you with relevant assessment tools to empower your female clients and prospective clients on their financial journeys and help make a real impact on their financial future.
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.
This event is intended for financial professionals only.
Sponsored by
Complimentary Webcast
February 7, 2024 | 1:00-2:00 p.m. ET
Featuring
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Darren Smith, CFP®, ChFC®, CMFC®, CFS®
Senior Vice President and Head of Sales
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 event is intended for financial professionals only.
Sponsored by
Enhance Your Portfolio in 2024 with Life Sciences Exposure
Complimentary Webcast
January 30, 2024 | 1:00-2:00 p.m. ET
Featuring
Yuri Khodjamirian, CFA
Life sciences is a critical portfolio allocation for advisors as it offers growth, idiosyncratic returns, and diversification. Innovation breakthroughs in areas like oncology, obesity and Alzheimer’s are offering hope for billions of patients around the world.
Yet, unlike large cap technology, biotech valuations remain cyclically depressed.
Tema is an institutional active ETF manager with a focused suite of life science ETFs across Oncology, Cardiovascular and Metabolic, and Neurology. These ETFs are managed by a life sciences portfolio manager with 25 years of investing experience at Rockefeller Capital Management, Millenium, and Balyasny.
Join Tema’s Chief Investment Officer Yuri Khodjamirian to learn how to build better life sciences exposure in 2024. This event is intended for financial professionals only.
This event is intended for financial professionals only.rofessionals only.
Sponsored by
Client Acquisition Masterclass: A Proven Process To Master Client Acquisition
Complimentary Webcast
January 23, 2024 | 2:00-3:00 p.m. ET
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
Produced by
Client Acquisition Masterclass: A Proven Process To Master Client Acquisition
Complimentary Webcast
December 14, 2023 | 2:00-3:00 p.m. ET
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
Produced by
Ed Slott: Navigating Year-End IRA Strategies 2023
Complimentary Training
Dec 13, 2023 | 1:00-2:00 p.m. ET
Featuring
Ed Slott - Expert FA Trainer
FEATURING LIVE Q&A WITH AMERICA’S IRA EXPERTS
- 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
Future of Advice: How Technology Can Make Advisors More Valuable
Complimentary Webcast
Decermber 12, 2023 | 2:00-3:00 p.m. ET
Featuring
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Craig Martin Executive Managing Director, Global Wealth and Lending Intelligence J.D. Power |
H. Adam Holt, CFP®️, ChFC®️
CEO and Founder
Asset-Map
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Derek Notman, CFP®️ CEO
Couplr
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Sponsored by
Complimentary Webcast
December 7, 2023 | 2:00-3:00 p.m. ET
Featuring
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Colleen Bell President, Innovation and Experience Cambridge Investment Group, Inc. |
Jeff Vivacqua President, Growth and Development Cambridge Investment Group, Inc. |
Sponsored by
[2024 and Beyond] The Future of Thematic Investing: Expert Views on 5 Long-term Structural Megatrends
Complimentary Webcast
December 6, 2023 | 2:00-3:00 p.m. ET
Featuring
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Yuri Khodjamirian, CFA Tema CIO and Monopolies and Oligopolies ETF Portfolio Manager Tema |
Chris Semenuk American Reshoring ETF and Global Royalties ETF Portfolio Manager |
Javier G. Lastra, CFA Luxury ETF Portfolio Manager |
David K. Song, MD, PhD, CFA Oncology ETF Portfolio Manager |
Sponsored by
Understanding Social Security Decisions
Complimentary Webcast
December 5, 2023 | 1:00-2:00 p.m. ET
Featuring
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Justin R Clarke, CRPC® Director of Sales Execution John Hancock Investment Management |
Ryan Curry, CFP®, CMFC® Senior Vice President, Business Consultant John Hancock Investment Management |
- The roots of Social Security
- Where Social Security stands today
- Changes to know about for 2024
- Helping to maximize your clients’ Social Security benefit
Uncovering Opportunities to Support High Net Worth Households
Complimentary Webcast
December 4, 2023 | 2:00-3:00 p.m. ET
Featuring
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Moderator: Zach Parker, CFP®, MBA
Senior Vice President, Wealth Planning Advice & Innovation
Osaic
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Speaker: Ryan Yamada, CFP® RICP® BFA™
AVP Advanced Planning
Osaic
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Speaker:
Mike Randall
Director of Business Development
Premiere Trust
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Speaker:
Mike Raczkowski, J.D., CFP®
SVP, Head of Advanced Planning, Sales Support & Underwriting
Highland Capital Brokerage
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Sponsored by
Empowering Business Owner Conversations
Complimentary Webcast
November 16, 2023 | 1:00-2:00 p.m. ET
Featuring
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Michelle Fuller, CEPA®, CIMA®, CETF® Managing Director of High Net Worth DistributionJohn Hancock Investment Management |
Andrew J. McFetridge, CEPA®, CPWA®, CRPC® Head of Strategic Relationships and Investment Specialists John Hancock Investment Management |
Key takeaways
1 Exit Planning Institute State of Owner Readiness Survey, 2022.
Sponsored by
Client Acquisition Masterclass: A Proven Process To Master Client Acquisition
Complimentary Webcast
November 8, 2023 | 2:00-3:00 p.m. ET
Featuring
Bill Bachrach - Expert FA Trainer
Your future Ideal Clients are people with money who are currently doing business with other advisors.
In order to attract and acquire clients with money, you need to do something compelling to get them to talk to you in the first place... and then hire you. This is your job and it's the one job you can't delegate.
Client Acquisition is 100% your responsibility.
Ultimately, to build your Ideal Business, you need to become a master at client acquisition. The best part is you do not need to reinvent the wheel to become a master at acquiring Ideal Clients.
You’ll start by getting the clearest and concise definition of “client acquisition” you’ve ever heard. Then in less than an hour, you will discover the answer to 4 vital questions:
- Who should your target client be and why?
- What's the biggest mistake most financial advisors make and what to do about it?
- Why is it easy to “steal” (rescue) the best clients from established advisors?
- What are the 7 Critical Conversations for successful client acquisition mastery?
Bill will also share case studies, stories, and examples of what the best advisors do well, and what most advisors are doing wrong.
Produced by
Complimentary Webcast
November 1, 2023 | 1:00-2:00 p.m. ET
Featuring
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Nancy Steenson
College Admissions Coach
Steenson College Coaching
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Doug Lyons, CRPC®
529 Specialist
John Hancock Investment Management
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- Current trends in admissions, including college pricing and recruiting strategies
- Why early decision may be the right move for some students
- Upcoming changes to the FAFSA and the anticipated effect on financial aid for some families
This webinar is designed to help you understand all the costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan.
Sponsored by
Complimentary Webcast
October 18, 2023 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Craig Martin
Executive Managing Director, Global Wealth and Lending
J.D. Power
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- Discover the "7 Habits of Highly Successful Advisors": Explore the key traits and strategies that set the most successful advisors apart in today's competitive landscape.
- Understand the symbiotic relationship between advisor satisfaction and the quality of advice provided to clients, creating a win-win scenario for all.
- Learn how elevating the quality of advice provided to clients can create a more fulfilling advisory role.
Presented by
Follow The Money: How RIAs Can Capture Wallet Share While Helping Clients Earn More On Reserve Savings
Complimentary Webcast
September 28, 2023 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Brett Orvieto Managing Managing Director, Senior Wealth Advisor Dakota Wealth Management |
Ben Cruikshank President Flourish |
Sponsored by
Building A Large Practice Doesn't Mean More Work For You
Complimentary Webcast
September 26, 2023 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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Craig Taucher Managing Director and Head of Independent Branch Services Charles Schwab & Co., Inc. |
Erin Yost Independent Branch Leader and Schwab Franchise Owner Charles Schwab & Co., Inc. |
Financial Advisors are consistently challenged with having to be all things to their clients and their business; making it a challenge to grow and scale their practices.
But, Financial Advisors who’ve become Schwab Franchise owners have solved that problem - they leverage the brand, resources, and subject matter experts of Schwab to scale their businesses.
Join Craig Taucher, Head of Schwab’s Independent Branch Services, and Erin Yost, Independent Branch Leader and Schwab franchise owner, as they discuss how Erin built her business to match her vision without taking on all the work.
Sponsored by
Understanding Medicare: The Ins And Outs of Medicare Coverage
Complimentary Webcast
September 20, 2023 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Matthew A. Blandford, CRPC®, CEPA® Senior Vice President John Hancock Investment Management |
Danielle K. Roberts Founding Partner Boomer Benefits |
Learn how to help your clients and prospective clients plan for Medicare decisions by learning about the parts of Medicare and how they work, enrollment rules, and the costs associated with Medicare.
Topics will include:
• Medicare parts and when to enroll
• The latest on Medicare costs
• Medicare Advantage
• What your clients need to know about working past 65
This webinar is designed to help you understand all the costs associated with Medicare so that you can help clients assess the impact of the costs on their retirement income plan.
This webinar on Medicare’s role in retirement income planning is just one example of the practice management resources that we offer to help support your success through our Practice Management Network. This value-add program provides resources designed to help you meet your client’s evolving needs while taking your business to the next level.
This program has been accepted for one hour of CE Credit from the CFP Board and for one CE hour toward CIMA/CPWA/RMA certifications.
Sponsored by
Secure 2.0 Update with Ed Slott: Navigating Looming Uncertainties for Your Clients' Retirement and Savings
Complimentary Training
Sep 7, 2023 | 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, 2023 | 2:00-3:00 p.m. ET
Click here to view on demand.
Featuring
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R. Barkley Payne
President and Executive Director
Invest in Others Charitable Foundation
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John Hyland
Invest in Others Board & Co-founder
and Managing Director
Private Advisor Group
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Gail Perry-Mason
Senior Director-Investments Oppenheimer & Co. Inc. &
winner of the 2022 Invest in Others Lifetime Achievement Award
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- Over $5,000,000 granted since 2007
- More than 500,000 lives impacted each year
- Over 500 charities supported since 2007
Sponsored by
Complimentary Webcast
August 8, 2023 | 1:00-2:00 p.m. ET
Click here to view on demand.
Featuring
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Casey Baum Portfolio Manager Dimensional Fund Advisors |
Stanley Black Co-Head of Strategy ResearchDimensional Fund Advisors |
- Explore Dimensional’s legacy and close ties to the academic community, and how these ties have been foundational in their research process
- The philosophy that underpins their research and investment approach
- Dimensional’s approach to portfolio construction as it relates to the John Hancock Dimensional ETFs and indices
- Some unique ways that Dimensional thinks about portfolio implementation and how that differentiates from other systematic managers
Sponsored by
How to Become a Masterful Storyteller
Complimentary Webcast
July 19, 2023 | 2:00-3:00 p.m. ET
This event will not be available on demand.
Featuring
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Mitch Anthony |
Steve Sanduski, CFP |
- The power of masterful storytelling.
- How to craft your own stories to deepen your client connection.
- How to elicit stories from your clients.
- The critical role emotion and empathy play in storytelling.
- Why putting your client’s LIFE at the center of the planning conversation is critical.
Sponsored by
Juan Leon
Investing With Patience In A Higher-For-Longer Rate Environment
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 and CEPA certifications.
June 4, 2024 | 1:00-2:00 p.m. ET
Featuring
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Jeffrey N. Given, CFA
Senior Portfolio Manager, Co-Head of U.S. Core and
Core-Plus Fixed Income, Manulife Investment Management
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Michael J. Scanlon, Jr., CFA
Managing Director, Portfolio Manager,
Manulife Investment Management
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Adam A. Weigold, CFA
Senior Portfolio Manager, Head of Municipal Bonds,
Manulife Investment Management
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Emily R. Roland, CIMA
Co-Chief Investment Strategist,
John Hancock Investment Management
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Economic data and inflation readings have recently been sending mixed signals, making the path toward interest-rate cuts bumpier and potentially longer. For fixed-income investors, it’s a market full of potential from today’s high yields, but with the prospect of more surprises ahead. In equities, divergent valuations are creating risks in some market segments and opportunities in others.
Join our interactive panel discussion as three of our portfolio managers explore the outlook for bonds and stocks heading into summer.
You’ll have the opportunity to ask the panel questions as Emily R. Roland, CIMA, co-chief investment strategist, leads the conversation featuring Jeffrey N. Given, CFA, co-head of U.S. core and core-plus fixed income and senior portfolio manager for John Hancock Bond and Investment Grade Bond Funds, Michael J. Scanlon, Jr., CFA, portfolio manager of John Hancock Balanced Fund, and Adam A. Weigold, CFA, senior portfolio manager for John Hancock Municipal Opportunities Fund.
This event is intended for financial professionals only.
Presented by
Beyond Bitcoin: Investing In Ethereum And The Real-World Applications of Blockchain
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 and CEPA certifications.
June 6, 2024 | 2:00-3:00 p.m. ET
Featuring
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Juan Leon
Senior Crypto Research Analyst,
Bitwise Asset Management
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Ryan Rasmussen
Senior Crypto Research Analyst – DeFi,
Bitwise Asset Management
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Ethereum is the second largest crypto asset behind Bitcoin, but beneath the surface, it’s shockingly different. The Ethereum blockchain functions like an “app store” for crypto, hosting thousands of applications with millions of daily active users. And unlike many other crypto assets, Ethereum produces revenues in the billions of dollars each year, which makes it an interesting asset to value. This combination of factors is capturing the attention of Wall Street.
In this webinar, Bitwise Senior Research Analysts Ryan Rasmussen and Juan Leon will dive into the key topics financial advisors need to know about Ethereum, one of the world’s most compelling crypto assets.
Topics include:
- What is Ethereum?
- Five Ethereum-based applications that could change the world.
- How to value Ethereum.
- Building a crypto investment sleeve with Ethereum.
This event is intended for financial professionals only.
Presented by