2021 Markets Outlook
On January 27th, XML CEO and Co-founder Brett Bernstein will be hosting 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.