Events

Webinar- Tax Conscious Investment Strategies- Plan to pay less

They say death and taxes are a certainty…but that doesn’t mean that you have to die young or that you have to pay exorbitant amounts of taxes. Both your health and tax strategy require some planning and foresight. Please join us for a short webinar outlining some key tax conscious investing and planning ideas most high income earners can apply today.

Is a market recovery in the works-how to rebuild your portfolio- Webinar

After a challenging first 3 quarters of 2022 and a great deal of uncertainty the markets seem to have calmed down. Is this the beginning of a recovery or a pause before another storm? How do we protect and rebuild our portfolios from here on out?
These topics as well as an outlook on the broader economy, real estate and capital markets will be discussed over 20 minutes with a short Q&A afterwards.

Please register using the link below.

Learn the 3 Non-Financial Secrets to a Happy Retirement Webinar

A successful retirement requires more than financial security. A recent study found over 69% of retirees faced challenges adjusting to their new life. Without focusing on the social, mental, emotional and physical attributes, many retirees may find the post-career phase of their lives unfulfilling. This presentation will shed light on three key elements that can help you have a happy and fulfilling retirement beyond the financial.

Summer Catch up- What's next for the Economy and Markets-Outlook for Fall 2022

Summer is a great time to disconnect and relax, but the world doesn’t stop and wait for anybody. Catch up by joining us for a short webinar discussing the latest developments in the global economy, the markets, and geopolitical events that can have an impact on your retirement portfolio. These topics as well as an outlook on the broader economy, real estate and capital markets will be discussed over 20 minutes with a short Q&A afterwards.

What's Next for the Economy and Markets- Interest Rates, Real Estate and Market Volatility

From the overhang of COVID lockdowns in China, to inflation and, more recently, geopolitical unrest, 2022 has certainly given investors plenty of anxiety about their portfolios.
Both Bond and Equity Markets have started off with a lot of volatility and now even Real Estate markets are starting to feel the pressure from interest rates. Join us for a short webinar discussing these topics as well as an outlook on the broader economy and markets.

Strategies for Dealing With Market Volatility

The start to 2022 certainly has not been pleasant in the markets, from the overhang of COVID lockdowns and spikes in variant driven cases, to inflation and more recently geopolitical unrest. 2022 has certainly given investors plenty of anxiety about their portfolios.
Our webinar will deal with what to expect from the markets, how risk impacts your portfolios and give some tips on how to weather these storms and stick to your investment objectives.