Philanthropic Planning | On-Demand Webcasts
Impact Investing: How Will It Disrupt Your Work?
Faculty expert in philanthropy Phil Cubeta, Former Editor-in-Chief of The Journal of Investment Consulting Dr. Margaret Towle, founding partner at Mission Capital Advisors Inc. Preston Dodd, and leading social impact strategist Tresa Thomas Massiongale discussed the basics of impact investing, how this trend has accelerated in the COVID-19 crisis, and how advisors can prepare their clients to capitalize on this irreversible movement. Learn how impact investing can unleash the power of capital for good.
June 24, 2020
June 24, 2020
Retirement Planning | On-Demand Webcasts
Social Security Insecurity: A New Consideration in Retirement Planning
June 12, 2020
Retirement Planning | On-Demand Webcasts
New Annuity Solutions for New Advisor Channels
May 31, 2020
Retirement Planning | On-Demand Webcasts
COVID-19's Impact on Tax and Retirement Planning
May 15, 2020
Retirement Planning | On-Demand Webcasts
Recession, Regulation, and Reality in the COVID-19 Market
May 05, 2020