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Webinars and Podcasts
Gain insight from leading practice-management experts, investment strategists, and the MIT AgeLab.
Upcoming Webinar:
December 5TH at 4:00 p.m. ET
Three Keys to Acquiring Affluent Clients
Filed with the CFP Board and CIMA for 1 credit hour of CE.*
*Hartford Funds Distributors, LLC, Member FINRA is the provider of CE Credits.
Webinar Replays
Research shows that clients—not their genes—have more control over their cognitive health and the destiny of their brains than they may realize.
Simple rules of thumb that predict a recession such as unemployment indicators (e.g., the Sahm Rule) or the inverted yield curve often don’t pan out. Nevertheless, the market continues to worry about a possible recession and the implications of the upcoming election.
The wildest election in decades is coming down to the final stretch.
Social Security can be complicated, but simple conversations can help you grow your business – even if you’re not an expert.
As election season heats up, clients may be tempted to make portfolio changes based on emotions, but rash decisions could be costly.
Fast-moving demographic trends could be the next big thing to shake up your practice. Stay ahead of the curve by adapting to meet changing client needs.
As the economy proves more resilient than expected, it may be time for investors to consider adding more risk. Join us to hear Nanette Abuhoff Jacobson discuss: Which areas in global equities look most attractive? Where are the opportunities in fixed income? How should investors consider positioning their portfolios?
Clients tend to think of retirement as one continuous phase of fun and freedom. In reality, retirement is far more complex than many clients are prepared to handle. Rather than a single carefree phase, the MIT AgeLab has identified four distinct phases of retirement. Help your clients prepare for the ups, downs, and surprises that come with each phase.
Learn how to respond to three critical questions about Social Security benefits around timing, work and taxes.
After a strong 2023 for the US economy and stocks, investors are at an inflection point. Will market performance broaden out beyond the Magnificent 7? Are bonds a better alternative than cash yielding 5%? How should investors position their portfolios? Join us to hear Nanette Abuhoff Jacobson answer these questions.
Can you run your practice from an index card? The answer may surprise you. Learn a system that can help you reduce your to-do list to a few critical activities. By completing these activities weekly, hitting your business goals is nearly guaranteed.
Your aging clients’ needs go beyond financial advice, but you can't meet those needs all on your own. Learn why the MIT AgeLab says partnering with a team of experts can set your practice apart and help meet the rising expectations of today’s client.
As the economy softens in response to Fed policy, markets remain hopeful that the Fed may achieve its soft landing. Join us to hear Nanette Abuhoff Jacobson’s thoughts on the markets.
In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly. Using the family money talks approach, families can hold engaging and productive conversations about wealth—without discussing assets.
The Social Security knowledge gap reveals a critical opportunity to help your clients navigate the Social Security landscape. It’s not as complicated as it might seem—if you know the answer to these five questions.
Human-Centric Investing Podcast Episodes
The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.
Important: This information is provided for general informational purposes only and cannot be used or relied upon for the purpose of avoiding IRS penalties. This information is not intended to provide tax, accounting or legal advice. Hartford Funds and its employees cannot provide tax, legal or accounting advice. As with all matters of a tax or legal nature, you and your clients should consult with a qualified tax professional or legal counsel for advice.
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