Past webinars

Building resilient portfolios with mortgage investments Employees working in a modern office sharing ideas

Investments

Building resilient portfolios with mortgage investments

Tuesday, April 8, 2025 at 1:00 PM ET

In the webinar replay, discover how private mortgage investments, including Mortgage Investment Corporations (MICs), can enhance portfolio stability while generating steady income in a dynamic market.

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Decumulation for business owners, incorporated professionals and holdco shareholders Gold nest egg concept for retirement savings and financial planning

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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Can ETFs solve the income challenge? Man standing on top of mountain raises his hands up in victory

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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Real estate investing in today’s rate environment Tall modern golden buildings.

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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