Webinars Archive | Advisor.ca

Past webinars

The right way to draw income in retirement

Tuesday, November 28, 2023 at 1:00 PM ET

This virtual roundtable, which aired live on Tuesday, November 28, 2023, at 1 pm ET and presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.

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Watch now and earn CE credits

Products

Helping you solve for today’s income challenges

Monday, November 6, 2023 at 1:00 PM ET

Meeting clients’ income needs and solving for evolving risks. Join us to learn about income solutions for your clients.

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Products

ETF investing in a high-rate environment

Tuesday, October 17, 2023 at 1:00 PM ET

How can financial advisors use ETFs to meet the challenges and opportunities present in this investing environment?

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Financial Planning

Is your firm SRO-ready?

Wednesday, October 4, 2023 at 1:00 PM ET

Learn how the merger of IIROC and MFDA into CIRO presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution.

Sponsored by

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Financial Planning

Helping clients make resilient choices to thrive in retirement

Wednesday, August 16, 2023 at 1:00 PM ET

learn about the trade-offs your clients may need to make to manage through curveballs caused by longevity and the new definition of retirement, how they can prepare to be more resilient and still thrive in retirement, and what you need to know to help guide them through it all.

Sponsored by

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Edmonton downtown, James Macdonald Bridge and the Saskatchewan River at night

Market Insights

Tax & estate planning in action

Tuesday, July 18, 2023 at 1:00 PM ET

Advisors are headed towards the largest wealth transfer in history, ensure your clients are properly prepared.

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Market Insights

Investing in times of market volatility

Tuesday, June 20, 2023 at 1:00 PM ET

In this webinar gain deeper insight into current market trends and how today’s inflationary and high-interest rate environment may impact investments.

Sponsored by

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Market Insights

How to handle ESG pushback

Tuesday, May 9, 2023 at 1:00 PM ET

In many ways, we are in the golden age of ESG: regulators are cracking down, standards are being set and awareness is high.

Sponsored by

Watch now and earn CE credits

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