Webinar Archive
As part of our commitment to client education, we host educational events. At the outset of the COVID-19 pandemic, our offering was forced online, and we began a prolific series of webinars. Below is a selection of our most popular webinars from the past 2 years. Should you have any questions or concerns, please do not hesitate to contact us.
Upcoming Webinar information can be found in our Current Webinars section.
Economic Updates - 2022
2nd Quarter Economic Update with Capital Group
Original Webinar Date: Tuesday April 26
This is special discussion with Mila Yankova from Capital Group, focusing on the economic impact of rising interest rates & record inflation amongst the backdrop of the waning pandemic & geopolitics in Eastern Europe.
*Special Guest Mila Yankova, Capital Group
*Not affiliated with First Allied Securities
2022 Economic Outlook
with BlackRock
Original Webinar Date: Tuesday January 18
Our 2022 Economic Outlook was a special discussion with Tushar Yadava, Strategist from BlackRock's Client Portfolio Solutions team. We discussed the outlook for the economy & investment markets at the outset of 2022--including, how will the ongoing pandemic & political gridlock influence the economy in the new year, among other topics.
*Special Guest Tushar Yadava, Strategist, BlackRock Client Portfolio Solutions
*Not affiliated with First Allied Securities
Post Pandemic Planning Series - 2022
Post Pandemic Planning Series - 2022While the COVID-19 pandemic is far from over, the calming of the crisis-phase can begin to be felt. Post Pandemic Planning focuses on a view of your financial plan encompassing lessons from the pandemic that reframes possible blindspots for clients.
Each installment of this webinar series will focus on a different area of our core financial planning approach and discuss various impacts the pandemic has had on these areas.
Retirement Considerations in a Post Pandemic Economy
Original Webinar Date: Tuesday February 22
It's beyond your control if your retirement is coinciding with a global pandemic. While the principles around retirement planning haven't changed, the solutions for building a meaningful financial infrastructure should be examined as your approach and enter retirement. The pandemic has had a lasting impact in how we think about risk and this needs to be addressed in our investment selection.
This webinar discusses:
- Understanding Baseline & Supplemental Income
- Meeting Inflation in a Low Interest Rate Environment
- Tax Considerations for Retirement
- Structuring Investments for Consistent Income
- Living with Market Volatility
- Understanding Required Distributions
...and more
Economic Perspectives Series 2021
Mid-Year Economic Update
The World in 2030
Original Webinar Date: July 13, 2021
Our Mid-Year Market Update featured a discussion of the current economic situation, with a special focus on COVID-19’s impact on investment & economic opportunities in the Roaring 20’s. Will the response to the pandemic be a catalyst to spur growth & innovation?
Special guest Mila Yankova, CFA from Capital Group--one of our sub-advisory partners--led this fascinating analysis.
*Special Guest Mila Yankova, Capital Group
*Not affiliated with First Allied Securities
Planning Perspectives Series 2021
Healthy Wealth Webinar Replays
First Quarter 2021
