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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

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

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2022 Economic Outlook<br/>with BlackRock

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

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  Post Pandemic Planning Series - 2022

While 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.


<br/><h2>Retirement Considerations in a &#160;Post Pandemic Economy</h2><br/><br/>


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

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Economic Perspectives Series 2021

Mid-Year Economic Update<br/>The World in 2030

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

Learn more

Planning Perspectives Series 2021

The Changing Tax Landscape

The Changing Tax Landscape


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Post Pandemic Planning

Post Pandemic Planning


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Tax Planning <br/>2021&#160;

Tax Planning
2021 


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Healthy Wealth Webinar Replays
First Quarter 2021

Retirement Planning TODAY

Retirement Planning TODAY


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Taxes &#38; Your Retirement

Taxes & Your Retirement



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Multi-Generational Planning

Multi-Generational Planning


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Healthcare in Retirement

Healthcare in Retirement



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Courage Through Planning Webinar Replays 2020

Managing Emotions in a Bear Market

Managing Emotions in a Bear Market


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5 Ways SECURE Act <br/>Could Impact Your Plan

5 Ways SECURE Act
Could Impact Your Plan


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Income Planning <br/>in a Time of Uncertainty

Income Planning
in a Time of Uncertainty


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2020 has been taxing enough!...Year-End Planning Considerations

2020 has been taxing enough!...Year-End Planning Considerations


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