Past webinars

Answering your biggest ESG questions ESG-hero-image-800×600-1.jpg alternate text for this image

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.

Break the bias: improve how you work with women clients wif_800x600.jpg alternate text for this image

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.

Optimize cash-flow and life insurance with an immediate financing arrangement Webinar_EQ_BANK_iStock-1158791616_800x600 alternate text for this image

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.

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Sponsor Image Equitable Bank
Managing post-retirement portfolios 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?