Webinars


 

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On-demand Webinar:
Avelo Airlines & The Road Ahead for the Airline Industry

On January 24, Avelo Airlines Founder and CEO Andrew Levy joined XML’s CEO and Co-Founder, Brett Bernstein, to talk about Avelo Airlines and what’s next for the airline industry.

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On-demand Webinar:
2022 Markets Outlook

On January 12, Bradford Pineault, VP and Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute joined XML CIO and Co-Founder, Rob Kantor, to offer their insights and perspectives on what transpired in the markets in 2021 and where the markets may go in 2022.

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On-demand Webinar:
A Roadmap for Your Financial TRIP

On November 17, we hosted a must-see webinar featuring insight and perspective from one of the leading minds in economic and market strategy: John Tousley, CFA, Managing Director at Goldman Sachs Asset Management. John joined us to discuss how you can create the right roadmap for your financial TRIP (taxes, rates, inflation & policy).

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On-demand Webinar:
Medicare Open Enrollment 101

On Thursday, October 21, XML’s Jason Klopman held a webinar with Blayney Del Priore and Kevin Patrick Peters from Lifestyle Life Insurance to discuss everything you needed to know to make the Medicare enrollment process as seamless as possible.

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On-demand Webinar:
Preparing Your Finances for the Future

On Tuesday, October 5 at 12:00 PM ET, XML’s Senior Wealth Advisor and Partner, Eric Wightman held a webinar to discuss how you can prepare your finances for the future. Eric touched on the effects of COVID-19 and how we think about retirement, navigating investment risk in retirement, and the importance of taking a strategic approach to withdrawals from your retirement accounts.

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On-demand Webinar:
Leaving a Lasting Impact

On Tuesday, September 21 at 12:00 PM ET, we held a follow-up to our May webinar on estate planning to discuss the financial uncertainty that follows the death or disability of a loved one. In a discussion moderated by XML’s Lauren O’Brien, Karen Drancik (Senior Vice President at Neuberger Berman) and XML-W’s Michelle Coop discussed the keys to navigating this uncertainty and how proper estate planning can minimize stress and confusion for your loved ones once you are gone. 

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On-demand Webinar:
2021 Mid-Year Markets Outlook

On July 20, Bradford Pineault (Fidelity) and Scott Wren (Wells Fargo) joined us once again for an important follow-up discussion regarding the performance of markets in 2021. Hosted by John Sciuto, XML Wealth Advisor, this event offered viewers a unique opportunity to ask questions and hear the perspectives of these senior equity strategists about the performance of the markets to date and how they may play out over the remainder of 2021.

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On-demand Webinar:
The State of the Commercial Real Estate Market

On June 16, we hosted a live webinar on commercial real estate. XML Financial Group’s Brett Bernstein was joined by Brian Katz, President & Co-Founder of American Real Estate Partners (AREP) and Amy Katz, Founder & CEO of Curbside Kitchen. The discussion revolved around how the commercial real estate market has pivoted during the pandemic with real-life examples featuring Amy's company, Curbside Kitchen.

XML Essentials of Estate Planning Webinar Recording

On-demand Webinar:
The Essentials of Estate Planning

On May 5, we hosted a live webinar around Estate Planning, led by XML Financial Group’s Michelle Cooper and Brett Bernstein. In this webinar, Michelle shared valuable insights and estate planning strategies that you can put into place today.

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On-demand Webinar:
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.

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On-demand Webinar:
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.

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On-demand Webinar:
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.

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On-demand Webinar:
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.

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On-demand Webinar:
Cyber Security

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.

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On-demand Webinar:
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.

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On-demand Webinar:
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.

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On-demand Webinar:

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.

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Archived Webinar:
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.

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On-demand Webinar:

Strategies for Retirement

On September 2, 2020, John held a webinar to discuss the strategies for retiring during times of uncertainty and market volatility.

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On-demand Webinar:
Strategies for Retirement

On September 2, 2020, Eric held a webinar to discuss the strategies for retiring during times of uncertainty and market volatility.