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Report Card exclusive: Dive into advisors’ challenges

This brand-new livestream will reveal and dissect what advisors shared on average in the 2024 Report Card series by IE

Man standing on top of mountain raises his hands up in victory

Can ETFs solve the income challenge?

This virtual roundtable will dig into the role ETFs can play in providing income for clients and the issues advisors need to consider when constructing…

  • September 23, 2024 September 25, 2024
  • 08:00
Tall modern golden buildings.

Real estate investing in today’s rate environment

Experts will explain the key factors to consider when building diversified portfolios

  • August 19, 2024 September 9, 2024
  • 08:00
Glowing keyhole surrounded by yellow and green dots.

What is the future of ESG?

This virtual roundtable replay discusses how ESG will adapt for the future and what investment products and themes could emerge.

  • April 15, 2024 May 21, 2024
  • 08:00

Federal Budget 2024: Webinar with Jamie Golombek

Keep on top of all the latest tax changes in Budget 2024 during this webinar with noted tax expert Jamie Golombek

  • March 20, 2024 April 25, 2024
  • 09:38
Two tree faces engaged in a serene gaze, surrounded by fluttering butterflies against a backdrop of the pink sky.

Real talk on mentorship

This virtual roundtable replay will provide practical advice on developing and nurturing mentoring relationships

  • February 14, 2024 March 20, 2024
  • 09:00

The right way to draw income in retirement

This virtual roundtable replay addresses current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to…

  • October 30, 2023 February 6, 2024
  • 07:00

ETF investing in a high-rate environment

This virtual roundtable replay provides advisors with strategies they can use to support clients in today's challenging markets.

  • September 25, 2023 October 26, 2023
  • 08:30
How to handle ESG pushback

How to handle ESG pushback

In this virtual roundtable replay, attendees will come away with an understanding of how to be attuned to greenwashing, how to critically evaluate ESG and…

  • April 19, 2023 May 25, 2023
  • 07:00

Federal Budget 2023: Webinar with Jamie Golombek

Keep on top of all the latest tax changes in Budget 2023 during this webinar with noted tax expert Jamie Golombek

  • By: IE Staff
  • March 10, 2023 April 3, 2023
  • 18:14
Women shaking hands next to a maze

Building pathways to inclusive success

In this virtual roundtable, attendees will learn about improved diversity in the financial industry and the steps they can take as individuals and within their…

  • February 14, 2023 February 8, 2024
  • 07:00
Inflating balloon

Protecting retirement from inflation

In this virtual roundtable, experts tackle questions on the challenges retirees and pre-retirees in particular face from inflation.

Navigating volatility

Using ETFs to navigate volatility

In this virtual roundtable, ETF experts share how to use ETFs to build portfolios meant to weather both difficult and calm markets.

ESG Icons

Answering your biggest ESG questions

This virtual roundtable discusses greenwashing, regulatory changes, client questions, due diligence, and the opportunities and risks of ESG.

Federal Budget 2022: Webinar with Jamie Golombek

Keep on top of all the latest tax changes in Budget 2022 during this webinar with noted tax expert Jamie Golombek

Woman consulting mature family couple, discussing investments

Break the bias: Improve how you work with women clients

This virtual roundtable digs into the strategies, tactics, and fact-based research that can help financial advisors serve all of their clients better.