Finance Webinars

As Canadian financial advisors have experienced, we face a rapidly evolving investor landscape. Understanding the shifting investor behaviour is crucial to providing value and strengthening relationships. Join us for an exclusive webinar with Morningstar Canada to explore trends and insights from comprehensive industry surveys on Canadian retail investors. You'll discover practical strategies for addressing the DIY investing options and showing your value of advice, overcoming investor biases, meeting evolving regulations, and enhancing client education on risk.By attending the webinar, advisors will be equipped to help their clients understand:• What are the suitable investment options for me?• How does my portfolio align with my comfort around risk?• How can you give me confidence that I'm receiving good advice?Take advantage of this opportunity to refine your approach and stay ahead of the curve. Register today to gain valuable insights and elevate your advisory practice by utilizing data to deliver personalized recommendations based on client-specific risk profiles and goals.Speakers: Ian Tam, Director of Investment Research, Morningstar Canada; Jenny MacMillan Brown, Vice President, Business Development, Morningstar Canada.

There are unfortunately a lot of creative people out there who will go to extreme measures to take advantage of honest people’s personal information and hard-earned money. While it is unfortunately impossible to guarantee 100% protection, we want to help you take steps to reduce your chances of ending up in this situation.Join us for a workshop to learn about identity theft, fraud, and scams. We’ll talk about what to be on guard against, how to protect yourself, and steps to take if – despite your best efforts – you experience this.What You Will LearnWhat identity theft, fraud, and scams areCommonly used elder fraud tacticsWays to protect yourselfWho Should AttendAnyone who uses the internetAnyone who uses debit cards, credit cards, and checking accountsThose who want to keep their personal information from landing in the wrong handsPresenter: Shamica Joseph - Learning Experience Designer, GreenPath.

While it’s understood that technology is a crucial element in financial planning, it’s a common misconception that applying technology is a one-and-done process. True digital empowerment requires a structured, ongoing approach to maximize the value of technology as firms evolve. Similarly, financial psychology has become an essential part of modern planning. However, many firms are still searching for ways to effectively weave it into the planning process, despite its proven effect on client outcomes.Join our upcoming webinar with Fidelity, where we will delve into the intersection of digital empowerment and financial psychology. We will explore what we can learn from firms that embrace technology and financial psychology practices, and how these firms experience superior outcomes.Speakers: Margaret Wilson, Vice President, Technology & Platform Consulting, Fidelity Investments; Emily Koochel, PhD, AFC®, CFT-I™, BFA™, Manager, Financial Wellness, eMoney Advisor.

The ongoing cost-of-living crisis in Europe is driving up lender operational costs, consumer debt, and defaults.Join Qualco and Arum for this Arum Approved System Series webinar, where we’ll cover:• How the crisis is reshaping collections across Europe• Ways automation and data can help tackle rising delinquencies• AI’s role in enhancing customer connections and decision-making• Strategies for building resilience and efficiency• New approaches to elevate your collections strategySpeakers: Tim Graham - Senior Solution Design Consultant, Qualco; Nikos Kanellopoulos - Solution Design Analyst, Qualco; Forid Meah - Head of Advisory Services, Arum.

As consumers seek more flexible and secure payment options, navigating the evolving payment landscape can be challenging. Join our 40-minute webinar, “Next-Gen Payment Technologies and the Future of Billing: Insights from 2024 Research Findings,” to explore how emerging payment methods are transforming the bill payment landscape. We'll examine innovations such as Buy Now, Pay Later (BNPL), cryptocurrency, real-time payments, and digital wallets. Key Learning OutcomesConsumer Awareness: Gain insights into your customers’ knowledge of these payment methods and their readiness to use them for bill payments.Adoption Rates and Trends: Understand the current status and evolving trends in the adoption of these technologies.Barriers and Opportunities: Identify the challenges limiting widespread adoption and explore strategies billers can implement to drive usage.Speakers: Ben Murphy - Strategy and Transformation Director, KUBRA; Yara Alatshan - Partner Marketing and Market Intelligence Lead, KUBRA.

Why Attend? Explore how gold and silver can provide long-term stability and tax-free growth in today’s unpredictable markets. ✅Hedge against volatility with gold and silver. ✅Leverage tax-free growth through QOFs and QSBS. ✅Proven stability: gold at 10.5% and silver at 10.7% annual returns. ✅Protect your wealth with timely investments. ✅Enhance security and growth potential through strategic partnerships with Scottsdale Mint. Don’t miss this chance to diversify your portfolio with secure, high-growth opportunities!Disclosure: Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is a trade name used by Realta Equities, Inc. and its affiliate Realta Investment Advisors, Inc. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC and investment advisory services are offered through Realta Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. All investments, including gold, carry risk. Potential risks include market volatility, economic factors, and geopolitical events. Transaction costs, taxes, and fees can also impact overall returns. Past performance is not indicative of future results. Before investing, conduct thorough research and consult with a financial advisor to ensure the investment aligns with your goals and risk tolerance.Speakers: Ray DeWitt, President; Josh Phair, CEO of Scottsdale Mint.

2024 is showing signs of recovery for the venture market, with macroeconomics providing more support for valuations in both late and early stages. However, some areas of the market are still pacing below trough 2023 levels, and it is unclear if a full rationalisation has taken place.As various areas of the venture ecosystem emerge as clear winners, our experts are analysing which parts of deals, exits and fundraising are showing resilience and how they could impact the coming months.In this webinar, industry experts and PitchBook analysts will share findings from our upcoming Q3 2024 European Venture Report, sponsored by J.P. Morgan, and provide insights on market trends, IPO windows, and unicorn valuations that should be on every investor's radar.Key topics:• Latest trends for deals, exits, and fundraising activity• The outlook for the European unicorn and IPO markets• Signs of strength and recovery in 2024 deal activity• Limited signs of recovery in VC exits• The state of fundraisingSpeakers: Nalin Patel (Moderator) - Lead Analyst, EMEA Private Capital, PitchBook; Navina Rajan - Senior Analyst, Private Capital Research, PitchBook; Rosh Wijayarathna - Co-Head Innovation Economy, EMEA, JP Morgan; Michael Kleindl - Founder & Managing Partner Collateral Good EU; Olaf Hannemann - Co-Founder & CIO, CV VC AG, Zug/CH.

Join us to learn how credit unions can transform student loan refinancing into a powerful tool for attracting the next generation of members and boosting long-term loyalty. Key takeaways include:• Revolutionize Member Engagement: Discover how student loan refinancing can be your ticket to capturing the attention of younger borrowers.• Banish the Myths: Learn to dismantle common misconceptions about refinancing risks and turn them into opportunities.• Real-World Wins: Get inspired by success stories from credit unions that have turned student loan refinancing into a game-changer for their portfolios.Speaker: Amanda Bardonner, VP Strategic Accounts, LendKey.

Join Microsoft, KPMG, Interworks, and ERGO in EBO’s upcoming webinar! Together we will explore how AI technologies are transforming customer experience in the financial services sector, with special focus on the latest trends in Conversational AI and automation. You’ll also get the chance to hear from ERGO Insurance, as they speak about achieving award-winning Customer Experience in collaboration with EBO’s AI and Microsoft Azure.Why Join?Hear from Industry Leaders from EBO, Microsoft, KPMG, Interworks and ERGO as they discuss how AI technologies are transforming customer experience in the financial services sector.• Discover Conversational AI & Automation for Financial Services• Learn how to automate customer interactions whilst maintaining the human touch• Find out how to reduce costs, increase workforce capacity and take your CX to the next level with AI• Delve into ERGO’s success story on achieving award-winning CX with AI• Q&A with industry leadersRegister for the webinar today!Speakers: Carmina Jaro - Senior Advisor for Applied AI Solutions, Experienced Professional in AI, ML, GenAI, LLMs, Data Science and Speech Technologies.Gege Gatt - CEO of EBO.ai, TEDx Speaker, Author, Experienced Director, Entrepreneur, Lawyer.Ali Tahmasebi - Director of Solution Sales - Enterprise & Public Sector in Greece, Cyprus & Malta at Microsoft.Paris Karagiannis - Director, Data Driven Transformation and Technology Consulting at KPMG Greece.Alexandra Rerra - Head of Digital Platforms at ERGO.Anastasia Iatridou - Digital Marketing at ERGO.Stamatis Barbounakis - Chief Commercial Officer at interworks.cloud

Navigating taxes can be overwhelming, especially for individuals and families facing financial insecurity. In this interactive webinar, nonprofit leaders and practitioners will take away actionable tips and free resources to help you support your clients year-round – regardless of your level of tax knowledge or what happens this election cycle.We'll share:• Free, trusted resources from the IRS, Change Machine, and other nonprofits;• Key questions to ask when discussing taxes; and• Insights from our Tax Truths report on the impact of tax filing on financial well-being.Presenters: Tamika Johnson, Chief Engagement Officer, Change Machine; Laura Scherler, Senior Director of Economic Mobility and Corporate Solution, United Way Worldwide; Olivia Harp, Program Manager, Network Building, Prosperity Now; and Irene Skricki, Senior Finacial Education Program Specialist, CFPB.Join us to share effective techniques, explore how taxes can lead to broader financial well-being conversations, and enhance your team’s impact. You'll leave with practical strategies you can apply right away!This session is a part of the Prosperity Next webinar series showcasing the groundbreaking collaboration between Prosperity Now, Change Machine, and Credytu. The initiative is aimed at enhancing financial inclusion for underserved communities.This webinar is free, but advanced registration is required—so register today! ** Unable to attend the live event? Register anyway so we can share the recording with you via email after the webinar concludes. **