Institute Webinars

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How ESG Can Bridge Next-Gen Wealth Transfer Conversations

January 13, 2022 | 4:30-5:30pm EST


Cost: Complimentary 
Premier CE Credit: CE credit hour for CIMA®, CPWA®, and RMA® certifications, 1 CFP® CE credit hour for CFP® certifications

Sponsored by: 


GQG Webinar

February 17, 2022 | 4:30-5:30pm EST


Cost: Complimentary 
Premier CE Credit: CE credit hour for CIMA®, CPWA®, and RMA® certifications, 1 CFP® CE credit hour for CFP® certifications, pending approval

Sponsored by: 


Women in Wealth: Building a Legacy for Philanthropy

March 10, 2022 | Time TBD


Cost: Complimentary 
Premier CE Credit: CE credit hour for CIMA®, CPWA®, and RMA® certifications, 1 CFP® CE credit hour for CFP® certifications, pending approval

Sponsored by: 



2021 Webinars 


Focus on Tax Alpha 

January 27, 2021 | 11:00 a.m. - 3:30 p.m. ET
Speaker: Steve Siegel, J.D., LL.M. President, The Siegel Group

High-net-worth clients want much more than simple investment tax-efficiency. They demand holistic TAX ALPHA that looks at all their financial moves through the lens of optimizing after-tax outcomes. This event provides strategic and actionable insights by advisors and for advisors to stay laser-focused on their clients’ 2021 tax situation.

Ryan Strauser - speaker

How Investors are Using Real Estate to Find Yield 

April 22, 2021 | 4:30 - 5:30 p.m. ET
Speakers: Ryan Strauser, Senior Vice President, Product Management 
Steve Stroker, Chief Executive Officer, Black Creek Capital Markets

Steve StrokerAre your clients looking for higher yield investment options? Join Black Creek Group to learn how private commercial real estate has historically provided higher yield compared to public real estate, equities, fixed income or cash over the last 20 years, what drives yield in private real estate and the differences between public and private real estate. 


Sponsored by:

Avi SharonJennifer Advanced Advisor Education Workshop: Retirement Income Strategies

May 5, 2021 | August 4, 2021 | November 17, 2021 | 1:00 - 3:00 p.m. ET
Speakers: Avi Sharon, Ph.D., Executive Vice President, Product Strategist
Jennifer Gongola, Ph.D., Research Psychologist, PIMCO
John Nersesian, Head of Advisor Education, PIMCO
                                                                                 Alison Congdon, CFA, Senior Vice President, Digital Product Manager, PIMCO
                                                                                 Brian Kyle, Vice President, Regional Head, Internal Sales - Central, PIMCO 

John NOcchialini-Ali-MainRetirement clients face a unique set of challenges as they approach and enter retirement, and advisors can add significant value by providing a clear roadmap for them. This workshop is for financial advisors and wealth managers who work with clients approaching or in retirement and will focus more specifically on the decumulation phase of retirement planning.

Brian K​Advisors will learn concepts and techniques taught in the Retirement Management Advisor® (RMA®) program, review results from recent surveys of investor behavior in retirement, and explore decumulation-oriented planning approaches and digital tools, including the Income to Outcome framework. Attendees will learn to identify and analyze challenges retirees face and understand how to develop specific strategies to create retirement income, maximize growth, and address risks. 

Sponsored by:

John Bryson - speaker

Decision Economics - A Behaviorally Informed Framework for Investment Decision-making

May 13, 2021 | 4:30 - 5:30 p.m. EST
Speaker: John P. Bryson, Head of Investment Consulting, John Hancock Investment Management 

Is your investment process enhanced or limited by your decision making? Separating emotions from a rigorous process can often mean the difference between a good investment decision and a poor one. In this webinar, John Bryson, head of Investment Consulting Group at John Hancock Investment Management will explore how you can separate your practice by generating behavioral alpha through a sound decision framework. Using a framework of best practices, Decision Economics is designed to help you make better-informed decisions that systematically put the odds of success in your favor. The end result is an investment decision process that is definable, defendable and repeatable that can help you differentiate yourself from the competition. 

Sponsored by:
                       John Hancock logo

Athena Ole - speaker

James Cowan - speakerFocus on Private Securities

May 26, 2021 | 11:00 a.m. - 3:30 p.m. ET
Speakers: Athena Ole, CAIA, Head of Private Funds, Nasdaq Private Market
James Cowan, Macquarie Asset Management, CEO, Macquarie Infrastructure, Global Solution I / II
Devin Ekberg, CFA®, CPWA®, CIMA®, Former Chief Learning Officer & Managing                                                                                           Director of Professional Development at Investments & Wealth Institute           
Devin E - speakerPrivate market expertise is an area of differentiation for investment advisors and consultants, and the opportunities have never been more accessible. This event focuses on timely and relevant intelligence on the state of private markets, including how institutions are allocating to various asset classes like private equity and debt, real estate, and real assets. We’ll also dive deep into two additional areas of current interest – infrastructure/real assets, and the explosion of SPACs. This event is designed to give you current, actionable information with an opportunity to engage with top industry experts. 

Sponsored by:

                             MacQuarie logo

Phillip Toews - speaker

Bubbles and Market Crises Two-Part Series

July 13, 2021 & July 20, 2021 | 3:30 - 4:30 p.m. ET
Speakers: Phillip Toews, Chief Executive Officer, Portfolio Manager, Toews Asset Management
Eben Burr, President, Toews Asset Management

Phil ToewsBehavioral Investing Institute and the Investments & Wealth Institute recently conducted a study on how bubbles and market crises are perceived by both advisors and investors. The investigation brought forth the depth of client temptations, fears of market declines, and understanding of their portfolios, as well as the advisor's perception of what their clients think of them. In the second half of the two-part series, understand how advisors can use this data to potentially improve relationships, planning, and ultimately long-term outcomes for clients. Create a path forward that focuses on your client's needs and perceptions.

 Sponsored by:




HeatherBest Practices and Opportunities in the “New Normal”

August 17, 2021 | 4:30 - 5:30 p.m. EST
Speakers: Heather Rosales, Vice President, Senior Practice Management & Teams Consultant
RBC Wealth Management
Sean Gray,  Director, Wealth Management Consulting, RBC Wealth Management


As the U.S. gradually re-opens and more people return to work, advisors and teams find themselves in a unique position to evaluate their business and reimagine how they engage with clients. Which pandemic best practices will remain with us, and which can we leave behind? This session will explore a variety of best practices and opportunities to harness what we have learned working through a pandemic to carry forward in the “new normal.” We’ll share our thoughts and ideas from adjusting service models based on client preferences for virtual vs. in-person meetings to engaging with digital capabilities to creating end-to-end financial ecosystems to engaging the next generation of clients.

Sponsored by:      


Athena Ole - speakerAthena Ole - speakerFocus on ETF Best Practices 

August 25, 2021 | 11:00 a.m. - 3:30 p.m. EST
Speakers: Ed Rosenberg, Senior Vice President, Head of Exchange Traded Funds  American Century Investments®
John E. Zembron, CIMA®, CAIA, Managing Director, ETF Distribution, John Hancock                                                                                       Investment Management
                                                                                 Scott Weiner, Ph.D., Portfolio Manager and Author

Athena Ole - speakerAssets in Exchange Traded Funds are poised to hit $50 trillion by 2030. With a growth rate of 25% the total ETF market reached $5.3 trillion in 2020. ETFs have gained traction because of tax efficiency, lower costs, liquidity, and transparency. Join us for a discussion about the latest investment strategies, ideas on how to generate alpha and alternative income, and how active ETFs are changing how portfolios are constructed with ETFs. 

Sponsored by:
                    American Century InvestmentsJohn Hancock logo

Ryan Strauser - speaker Strategies for Potential Inflation Outperformance

September 30, 2021 | 4:30 - 5:30 p.m. EST
Speakers: Ryan Strauser, Principal, Black Creek Group
Glenn R. Mueller, PhD, Professor, University of Denver 

Glenn Mueller - speakerPortfolios may be potentially protected against inflation with private real estate. Did you know that private real estate has historically delivered returns two- to four-times the rate of inflation, making it a potential hedge against inflation? Join us as we discuss how inflation impacts portfolios and why private real estate may act as a potential inflation hedge.

Sponsored by:


Mark P. - speaker Advising Clients Through the Controllable Factors and Uncontrollable Risks of a Retirement Spending Plan

October 14, 2021 | 4:30 - 5:30 p.m. EST
Speakers: Mark Paulson, Vice President, Hedge Business Development, Allianz Investment Management
Greg Goin, CFP®, CIMA®, CLU®, CRPC® , Regional Vice President, RIA & Institutional Markets, Allianz Life                                               Financial Services

Glenn Mueller - speakerA critical element of a successful retirement spending plan is creating consistent and sustainable income. When creating a plan there are four main variables you can control: the client’s retirement age, pre-retirement contributions, retirement income amount, and the asset allocation of the portfolio. After identifying a spending plan based on what clients can control, the plan is still exposed to four major uncontrollable risks: longevity, market returns, inflation, and portfolio shocks.

This session uses Monte Carlo analysis to help you better understand the impact of changing the factors clients can control as well as how sensitive the portfolio may be to uncontrollable risks. Additionally, we’ll evaluate the efficacy of adding a registered indexed linked annuity with guaranteed lifetime income to a traditional equity and bond portfolio to help clients better handle the uncontrollable risks they will face in retirement.

Sponsored by:


MeghanLauren High-Net-Worth Clients - High Impact Advisors: How Exceptional Advisors Achieve Out-sized Growth

October 21, 2021 | 4:00 - 5:00 p.m. ET
Speakers: Meghan McCartan, Managing Director, Head of Marketing, Hightower
Lauren Pearson, CFP® Managing Director, Partner, Somerset Advisory
                                                                                 Justin Winters, CFA®, CFP® Managing Director, Partner, Treasury Partners
                                                                                 Alexandra Miele, CFP® Managing Director, Partner, The Andriole Group

Justin WAlexandraInvestor research from the Investments & Wealth Institute and Absolute Engagement highlights changing client preferences ranging from what’s important to them, how they’d like to engage, and what they value in an advisor. As a result, nearly one-third of clients are re-thinking their advisor relationships. Gain insights from moderator Meghan McCartan and three exceptional advisors who have experienced exponential growth in the last few years. You will learn about what clients want and how each advisor has created a foundational strategy to grow their practice to deliver substantive value to high-net-worth clients.

Sponsored by:
             Hightower Logo


Hougan 10 Questions in 60 Minutes: How Conventional Thinking Has Changed on Crypto

October 28, 2021 | 4:30 - 5:30 p.m. EST
Speakers: Matt Hougan, Chief Investment Officer, Bitwise Asset Management 
Ricky McRoskey, Head of Creative and Content Marketing, Bitwise Asset Management 

RickyIn recent years, the pace of change in crypto markets has been breathtaking. Investor interest has surged, innovation has exploded, and entire industries have started rewriting their playbooks with blockchain technology and crypto assets in mind.

But the dizzying speed of it all has left many financial advisors with new questions. Will we see a bitcoin ETF soon? What’s behind the NFT fascination? What is DeFi, and how will it change the world of finance?

In this 60-minute webinar, Bitwise Chief Investment Officer Matt Hougan will be joined by moderator Ricky McRoskey, Bitwise’s Head of Content Marketing, to tackle 10 of the biggest crypto questions on investors’ minds and to offer practical wisdom for navigating one of today’s most compelling markets.

Sponsored by:


- speaker

Moving from Surviving to Thriving

November 4, 2021 | 11:00 - 12:00 p.m. EST
Speaker: David Patchen, Senior Vice President, Education & Practice Management, Raymond James Private Client Group 

As we wrap up the year and look towards the future, it is critical that we reflect on ‘what has been’ to give us the perspective and wisdom to determine ‘what could be.’ In this session, we will be asking ourselves and your peers some critical questions: What do you and the team do better today than before the pandemic? Where may you have new vulnerabilities? What is the biggest opportunity operating in the new environment? Identify ways you can improve in the new year by having an open discussion with your team surrounding these questions. 

Sponsored by:


Nick HalenJohn NFocus on Retirement Income Planning

December 1, 2021 | 11:00 a.m. - 3:30 p.m. EST
Speakers: Nick Halen, Corporate Vice President, Strategy, New York Life Annuities
John Nersesian, CIMA®, CPWA®, CIS, CFP®, Head of Advisor Education, PIMCO 
Stephen J. Resch, Wealth Advisor, VP Retirement Strategies, Finance of America                                                                                         Reverse

S ReschRetirement planning must be a client-centric process and address the unique mindsets retirees face as they transition from accumulation to decumulation. Drawn from the RMA® curriculum, this event highlights practical frameworks for developing a Household Balancesheet™ as the center of a financial plan, mitigating retirement risk, and goals-based portfolio construction.

Sponsored by:
                         Finance of America Reverse     New York Life      PIMCO