Events
From time to time, we host conversations designed to help investors think more clearly about the financial decisions that shape their future. Markets evolve, headlines get louder, and new strategies emerge, but thoughtful investors benefit most from stepping back and understanding what truly matters.
These webinars bring together experienced professionals — market strategists, tax specialists, and other experts — to share perspective on the forces shaping today’s financial landscape. Some sessions focus on market outlooks and economic trends, while others explore topics such as retirement planning, tax considerations, or protecting your financial life in an increasingly digital world.
The goal is simple: meaningful conversations that provide clarity, context, and practical insight so you can make more confident decisions about your financial future.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 26, 2026
11:00a - 12:00p
Live via Zoom
Market & Political Perspectives 2026
A live virtual discussion with Jennifer Guenther, CFA of Goldman Sachs Asset Management examining how 2026 policy developments may impact markets, growth, and long-term investment strategy.
December 13, 2023
12:00p - 1:00p
Zoom Webinar
Navigating the Turbulent Waters of the Current Economic Climate
The global economy is under pressure from multiple complex and interconnected crises, including inflation, higher interest rates, climate change, the war in Europe, supply chain disruptions, US debt levels, and the consequences of the COVID-19 pandemic, to name a few. As an investor, it's essential to stay informed about the latest trends and opportunities in investing. Join us and BlackRock's Global Allocation Team for an exclusive webinar that addresses your top questions and concerns.
December 12, 2023
10:00a - 11:00a
Webinar
Navigating the Turbulent Waters of the Current Economic Climate
The global economy is under pressure from multiple complex and interconnected crises, including inflation, higher interest rates, climate change, the war in Europe, supply chain disruptions, US debt levels, and the consequences of the COVID-19 pandemic, to name a few. As an investor, it's essential to stay informed about the latest trends and opportunities in investing. Join us and BlackRock's Global Allocation Team for an exclusive webinar that addresses your top questions and concerns.
July 25, 2023
2:00p - 3:00p
Zoom Webinar
DOL Retirement Plan Investigations and Enforcement Initiatives
Did you know that retirement plan investigations by the Department of Labor have been on the rise? In the past year alone, there has been a staggering 25% increase in investigations targeting 401k plans. Failure to meet regulatory requirements can lead to costly fines, reputational damage, and even legal repercussions. In fact, a recent survey found that 68% of plan sponsors faced compliance issues in the past year, with an average cost of $300,000 per incident. Discover key insights, strategies, and best practices to navigate the investigative process, tackle compliance challenges, mitigate risks, and implement proactive measures.