The Essentials of Estate Planning
On May 5, we will be hosting a live webinar covering these topics, led by XML Financial Group’s Michelle Cooper and Brett Bernstein. With the proposal of several key changes to the tax code governing estate transfers, register for the event to learn about why now is a critical time to explore estate planning strategies that can support your legacy.
Property & Casualty Insurance with Howard Insurance
On Thursday, April 8, we held a webinar on property and casualty insurance. The event featured Andrew Howard, President & CEO of Howard Insurance. For more than 20 years,Andrew has helped individuals and wealth advisors craft sophisticated risk management programs, and this was an opportunity to hear directly from an industry veteran.
The State of the Restaurant Industry
On March 2nd, we hosted a live webinar featuring insight and perspective from Dan Simons, Co-Owner of Farmers Restaurant Group. The event was hosted by Brett Bernstein, CEO and Co-Founder of XML Financial Group, and in his must-see conversation with Dan, the audience got the inside scoop on restaurants directly from an industry veteran.
2021 Markets Outlook
On January 27th, XML CEO and Co-founder Brett Bernstein hosted a must-see webinar featuring insight and perspective from two veterans of the capital markets: Bradford Pineault, CFA®, VP and Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute.
Navigating the Path Forward
On January 13th, 2021, XML Senior Wealth Advisor and Partner Eric Wightman hosted a webinar to present his Annual Outlook to investors where he recapped the most important market and economic events of 2020 and offered insights into what investors might expect to see in 2021.
On Wednesday, December 9th at 12:00PM EST, we held a webinar to discuss cyber security. We were joined by Gary Rossi, a former FBI Special Agent who now serves as Head of Security Services at Fidelity.
Post Election Update
On November 16, 2020, we held a webinar with Fidelity VP & Capital Markets Strategist Brad Pineault to discuss capital markets, including how they have performed and what could be next.
Long-term Care Essentials
On November 12th, 2020, we held a webinar to discuss long-term care: what it is, what it means for your financial future, and the statistical likelihood you will need it at some point in your life.
Medicare Boot Camp
On October 8, 2020, we held a webinar to discuss Medicare and how you can be sure you’re selecting the right coverage in the upcoming enrollment period.
2020 Election Outlook
On September 14, 2020, we held a webinar to discuss the 2020 election and how investors can prepare for the potential outcomes.
Strategies for Retirement
On September 2, 2020, John held a webinar to discuss the strategies for retiring during times of uncertainty and market volatility.