Investing Webinars

Banks are sitting on a treasure trove of data, their customers’ transactions. Yet most banks are neglecting to tap into this asset to drive customer engagement, increase customer lifetime value, and amplify business impact. In this webinar, Personetics and banking leaders will share practical and actionable insights to unlock potential hidden revenue streams and drive customer satisfaction. What you will gain by attending: Learn how to utilize customers’ financial data to boost engagement and drive business impact Actionable strategies to enhance productivity and amplify cross-selling with data-driven financial insights Practical examples and case studies of how to monetize transaction data. Panellists: Colin Dinn, Chief Transformation Officer, Vietcombank; Nauman Bashir, Head of Digital & Customer Value Management, Standard Chartered Bank; Mukesh Pilania, EVP-Head of Digital Banking Leader of Retail Payment, MFTTechcombank; Dorel Blitz, VP, Strategy & Business Development, Personetics

Join us for an insightful webinar featuring Michael Townsend, Washington-based political analyst for Charles Schwab. We will discuss the upcoming election, global events, and policy implications. Gain valuable insights and perspectives on the evolving political landscape without bias or partisanship.Disclosure:Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability.The content contained herein is intended for educational and informational purposes only. All expressions of opinion reflect the judgment of the speaker as of the date of publication and are subject to change. The adviser does not endeavor to update or remove prior content after initial publication. Commentary should not be regarded as a complete analysis of the subjects discussed. No viewer should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Marcum Wealth, LLC, or from any other investment adviser. Viewers should not use the content herein as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced in this material.

Join us for a webinar hosted by Martin Tobias, where he will share his personal experience and lessons learned from high-risk investing. Discover how he managed to overcome losses and still achieve success. This webinar is a must-attend for anyone interested in investing and risk management.

The topic of ‘pre-hedging’ has been raided many times since the ASIC letter to the CEOs of intermediaries was published. We will look into the options for executing trades which are designed for efficiency, dependable outcomes and best price. This involves working with the intermediaries to use a clear strategy.Speakers: John Feeney – Director, Martialis Consulting

Dive into the realm of sustainability ETFs, exploring how financial advisors perceive them and showcasing the best and worst performers in the field. Amidst ongoing discussion about the decline of ESG funds, this webinar will tackle the question of what the next framework could be for investors who prioritize ESG principles. Lucy Brewster of etf.com, along with experts from the industry, will explore ESG funds and the implications for the future of sustainable investing.

Timing is everything in investing, and knowing when to buy can make all the difference in your portfolio's success. Join us for our webinar, hosted by Jesse Cohen, where we explore the transformative power of Investing Pro's Fair Value analysis as we decode how to identify optimal buying opportunities in the market. Whether you're a seasoned investor or just starting out, this webinar provides invaluable insights to help you make informed decisions and seize the right moments to enhance your portfolio's performance. Don't miss out on this opportunity to gain a competitive edge and achieve your financial goals with precision and confidence.

Die CFA Society Germany lädt Sie herzlich zum CFA Webinar "Kryptoassets als Beimischung in traditionellen Multiasset Portfolios" mit André Dragosch, PhD. und Dominik Poiger, CFA ein. Im Webinar werden die Speaker die Portfolioallokation mit Kryptoassets beleuchten und einen kurzen Ausblick zu Kryptoassets in 2024 geben. Die anschließende Q&A Session bietet die Möglichkeit, auf Ihre Fragen zu diesem aktuellen Thema einzugehen.

An exclusive Live Webinar Learn the Truth About Investing for Your RetirementAre You Near Oklahoma City? Discover what is actually happening with your investmentsMarch 5th | 3:00 pm CST | Show in my timezone GMTHosted by Main Street Advisors B Bobby Hinkle and J JoshAre you worried that you will outlive your retirement savings?Are you tired of being left in the dark with your current financial planner?Are you concerned with setting yourself and your family up with a comfortable financial future?Then this webinar is for you!Find out the truth behind what really goes on in the financial industry in our exclusive 1 hour webinar.We will reveal long-hidden truths, guiding investors through the complexities of finance with clarity and confidence.In this session:Expose the financial industry’s hidden truths.Understand Wall Street methods and the Main Street approach.Learn the criteria to find your ideal financial investors for a brighter financial future.Acquire valuable insights that delve deep into the realities of retirement investing, offering a nuanced understanding of the financial landscape as it pertains to securing your future. Peel back the layers and uncover the truth concealed within your investment portfolio. This exploration aims to demystify the intricacies of your investments, providing clarity on their composition and performance. Develop a profound understanding of the genuine dynamics influencing your investments. This includes an examination of market forces, economic trends, and other factors that play a role in shaping the outcomes of your financial endeavors. Embark on a journey to discover the reality of investment strategies tailored for retirement planning. This involves a comprehensive examination of proven methods, risk mitigation strategies, and thoughtful approaches to ensure a secure and prosperous financial future.Bobby Hinkle, Founder, Certified Financial Fiduciary®A truth seeker, family lover, and compassionate servant, began his career in finance with a major institution. Disheartened by their methods, he envisioned a unique financial services firm in 2012. "Main Street Advisors" emerged as an independent, holistic partner, providing clients with a polar opposite experience to Wall Street. With a focus on client education and conservative planning, Main Street Advisors has guided families and businesses to consistent success. Bobby, dedicated to family and community service, is also a talented musician who still enjoys playing music regularly.

Rising interest rates, subdued economic growth and heightened geopolitical tensions defined 2023. These dynamics challenged private-market investors to navigate uncertainty amid a global rise in protectionist measures, pressure to combat climate change and a surge in technologies like artificial intelligence. Join Economist Impact for "Trends shaping private markets in 2024", supported by Adams Street Partners, to discover trends that will influence private equity strategies. This virtual event will equip investors with the tools and foresight needed to make confident, long-term decisions and to translate their outlook into appropriate asset allocations and resilient portfolios.

Financial Advisors and Planning for Aging Clients - The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who understand, identify, and address these clients needs will differentiate themselves from those who ignore them.