Wed. November 17 | 10am PT
Asset protection is commonly used to mitigate the effects of future creditors, lawsuits, and other liabilities. Jay Adkisson, attorney and Managing Partner of Adkisson Pitet LLP, explores current planning trends and how life insurance can be an effective asset protection tool when used within trusts and advanced estate planning strategies.
Wed. November 11 | 10am PT
Proposed changes to tax legislation could have significant market and economic impacts. In this special legislative session, Washington insider Andy Friedman discusses what proposed tax changes could mean for retirement investors and small business owners, and offer insights for year-end planning.
Wed. September 29 | 10am PT
Ella Chase, co-founder of Wellth Works and a sixth-generation inheritor within a family enterprise, uniquely understands the advisor-client relationship for HNW women. Ella will discuss tactical tools to improve advisor relationships with clients and their family members so that advisors can “stick with the family,” and she’ll address and debunk common assumptions about female clients.
Wed. August 18 | 10am PT
Join sociologist and author Dr. Tracy Brower for an engaging discussion about the future of work, leadership, and engagement and how to best motivate ourselves and employees. Dr. Brower will cover new research, surprising insights, and pragmatic approaches to cultivate and sustain resilience and success through the continuous changes in how we work.
Wed. June 23 | 10am PT
Andy Friedman is known for his unique insight and analysis of the political landscape and prospective legislation. He will share his views on proposed tax changes and what this could mean for all facets of the financial industry.
Wed. April 15 | 10am PT
Paul Sullivan writes the Wealth Matters column for The New York Times covering issues from private banking and wealth management to philanthropy and inheritance. His articles have appeared in publications such as Fortune, Money, and The Financial Times.
Wed. March 18 | 10am PT
Join renowned political scientist Ian Bremmer for a trip around the world in 20 minutes. Ian unpacks the geopolitical landscape and its impact on the U.S. economy, climate issues, cybersecurity, and more. He shares why we should feel optimistic about the post-pandemic recovery, as well as the principal global issues investors should monitor. The presentation concludes with an engaging Q&A with M’s Wes Thompson and Lucy Bosworth.
Wed. February 24 | 10am PT
Jonathan Godsall provides data-driven insights into how the insurance industry is adapting to meet the expectations of the client of the future. Watch the replay to hear more about the trends reshaping the industry, the changing needs of consumers, and the importance of expanded and enhanced digital capabilities.
Wed. February 17 | 10am PT
Andy Friedman provides a comprehensive review of the new Washington landscape and its potential effects on taxes and investing.
Wed. January 27 | 10:00 am PT
Dr. Paulo Pinho looks at why COVID-19 has caused challenges finding coverage for jumbo cases and older clients. Dr. Pinho discusses co-morbid conditions and how they exacerbate COVID-19, how reinsurers view COVID-19, the keys to success for the vaccines, and what has to happen before things return to normal.