Webinars


 

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Leaving More Than Memories

On May 14,  Shawna Bieda (Senior Wealth Advisor) was joined by Cheri Brooks (Managing Director, at Neuberger Berman) for an in-depth conversation about how to leave more then just memories to your loved ones and the benefits of strategic legacy planning.

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On-demand Webinar: Empowering Women Investors

On March 21,  Nicole Treiber (Wealth Advisor) was joined by Candice Tse, (Managing Director, Global Client Business at Goldman Sachs Asset Management) for an in-depth conversation about empowering women investors.

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On-demand Webinar: 2024 Markets Outlook

On January 17, Curtis Congdon, CFP®, CRPC®, President of XML Financial Group, hosted a must-see webinar featuring insights and perspectives from a seasoned veteran of the capital markets: Meera Pandit, Executive Director and Global Market Strategist at JP Morgan, where they spoke about the current market condition and what may lie ahead in 2024.

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On-demand Webinar: Outlook for Commercial Real Estate

On November 16, we hosted a webinar about the role commercial real estate can play in an investment portfolio.  XML Associate Wealth Advisor, Caleb Long, and Evan Serton, Portfolio Specialist and Senior Vice President with Cohen & Steers, joined us to answer questions and to discuss the outlook for the global REIT market, geographic and sector opportunities, and the potential impact of current real estate trends.

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On-demand Webinar: 2023 Medicare Open Enrollment

If you are new to Medicare, the initial enrollment process can be daunting. On October 20, 2023, Kevin Patrick Peters, CLU®, Founder of Lifestyle Life Insurance and XML Wealth Advisor, will be hosted a discussion with Kevin Chaikin, Licensed Medicare Insurance Agent. Together, they discussed everything you need to know to make the Medicare enrollment process as seamless as possible.

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On-demand Webinar: How Insurance Plays Into Your Long-Term Financial Plan

On September 20, we hosted a webinar about how insurance can be used as a component of a long-term financial plan. Samson Wealth Management Group (a division of XML Financial Group) Senior Partner Mark Samson was joined by Todd Landau, a multi-decade insurance industry veteran and Managing Director at the Marcus Insurance Agency, Inc/One80 Intermediaries.

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On-demand Webinar: Mid-Year Markets Outlook 2023

On July 25, Bradford Pineault, VP and Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute joined us once again to offer their perspectives on how markets have performed so far in 2023. Hosted by Jordan VanOort, CFA®, CFP®, CPWA®, Senior Wealth Advisor, this event was a great opportunity for viewers to hear market insights directly from senior equity strategists at Fidelity and Wells Fargo Investment Institute.

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On-demand Webinar: Foiling Fraud: For You and Others

On May 15, XML Senior Wealth Advisor Noory Enayat, CFP® hosted a discussion on fraud protection with Chief Compliance Officer Jennifer Szaro, CRCP®. Jennifer shared key insights into protecting yourself from scam and fraud attempts.

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Leaving a Lasting Impact

On Friday, April 21 at 12:00 PM ET, we hosted a webinar on estate planning to discuss the financial uncertainty that follows the death or disability of a loved one. In this discussion, Cheri Brooks (Senior Vice President at Neuberger Berman) and XML's John Sciuto (Wealth Advisor) 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:
Empowering Female Investors

On March 23, Shawna Bieda, CFP® (Senior Wealth Advisor) was joined by Lauren Slavin, CIMA® (Vice President & Regional Director at  Goldman Sachs Asset Management) for an in-depth conversation about empowering women investors. Topics discussed included the power and impact of women on the global economy, common financial planning challenges women face, and how to empower women investors.

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On-demand Webinar:
Navigating the Senior Living Landscape

It’s a topic that keeps many up at night: What will I do if I need care? Where will I go? How much will it cost? On February 15, we tackled this vital topic of retirement. Host Lauren O’Brien, CFP®, CPA®, led us through a conversation with senior living specialists, Kristina Pare (The Mather) and Leila A. Orndorff (Shenandoah Valley Westminster-Canterbury) on the considerations of evaluating your options, how to talk about it with family members, and how to arm yourself with information and the questions to ask as you proactively design this stage of life. 

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On-demand Webinar:
2023 Markets Outlook

On January 19, Bradford Pineault, VP and Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute joined XML Co-CIO and Co-Founder, Rob Kantor, to offer their insights and perspectives on what transpired in the markets in 2022 and what may be in store for investors in 2023.

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On-demand Webinar:
Charitable Planning 2022

Shawna Bieda, CFP®, Senior Wealth Advisor at Collins Investment Group hosted a webinar with James Carpenter, CAP®, ChFC®, CLU®, VP & Charitable Planning Consultant at Fidelity Charitable, to discuss everything you need to know about charitable planning for 2022. Click the link below to watch the replay.

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On-demand Webinar:
2022 Medicare Open Enrollment

If you are new to Medicare, the initial enrollment process can be daunting. On Thursday, October 20, Jordan VanOort, CFA®, CFP®, CPWA®, Senior Wealth Advisor at Collins Investment Group, hosted a discussion with Kevin Patrick Peters, CLU®, Founder of Lifestyle Life Insurance. Together, they discussed everything you need to know to make the Medicare enrollment process as seamless as possible.

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On-demand Webinar:
Social Security FAQs

Although Social Security plays a major role in retirement planning, the various complexities and nuances of Social Security are not well understood. On September 20, XML Senior Wealth Advisor, Lauren O’Brien, CFP®, CPA, hosted a webinar with Tyler J. De Haan, MPA, MS, CFP®, ChFC®, Director of the Knowledge Hub at Principal Global Investors. In this webinar, Tyler and Lauren provided answers to some of the most frequently asked Social Security questions. 

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On-demand Webinar:
Mid-Year Markets Update

On July 19, Anu Gaggar, CFA®, FRM, CFP®, Vice President, Capital Markets Strategist at Fidelity, and Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute joined  Bob Collins, XML Co-CIO & Managing Director of Collins Investment Group,to offer their perspectives on how markets have performed so far in 2022. Hosted by Bob Collins, XML Co-CIO & Managing Director of Collins Investment Group, this event is a great opportunity for you to hear market insights directly from senior equity strategists at Fidelity and Wells Fargo Investment Institute.

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On-demand Webinar:
10 Commandments of Investor Behavior

For years, it has been assumed that success or failure in financial markets had primarily to do with the quality of the investments themselves and little to do with human behavior. However, more current research has found that investor behavior is one of the central determinants of financial well-being. On June 13, Curtis Congdon (President, XML) was joined by Dr. Daniel Crosby, Ph.D. (Chief Behavioral Officer, Orion Advisor Solutions) for an important conversation about the 10 rules that can help you minimize the behavior gap and reach the retirement you deserve. 

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On-demand Webinar:
Cybersecurity and Fraud Protection

The threat of cybercrime is steadily increasing and this growing threat makes you more likely to fall victim to cybercrime. Fortunately, there are ways you can protect yourself, and XML Financial Group is here to show you how. On May 11, Senior Wealth Advisor & Partner Eric Wightman hosted a discussion on cybersecurity and fraud protection with Chief Compliance Officer Jennifer Szaro, CRCP®. Jennifer shared key insights into protecting yourself from cybercrime and fraud.

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On-demand Webinar:
Navigating Volatility

During periods of market volatility, you may feel compelled to take action—but as history has repeatedly shown, sticking to your investment strategy is often the best way to protect your long-term financial future. On April 13, Curtis Congdon (President, XMLFG) was joined by Talley Léger (Senior Investment Strategist, Invesco) for an illuminating conversation on how to effectively navigate market volatility.

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On-demand Webinar:
Womenomics: The Importance of Empowering Women

On March 16, Jennifer Prosser (Market Strategist at Goldman Sachs Asset Management) and Michelle Cooper JD, MBA (Partner & Director of XML-W) discussed Womenomics in this must-see conversation on empowering women investors.

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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.

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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.