Webinars

Get valuable, advisor-only insight on market conditions and issues affecting your business.

March 15, 2023

Ideas to engage clients during tax season

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

February 7, 2023

SECURE 2.0 - Provisions and planning considerations

Bill Cass, CFP®, CPWA®, Director Wealth Management Programs at Putnam
Chris Hennessey, Lawyer and CPA, Putnam Business Advisory Group

January 18, 2023

2023 Market outlook and opportunities

Chris Galipeau, Senior Market Strategist
Rick Polsinello, CIMA®, Senior Market Strategist
Jason Vaillancourt, CFA, Global Macro Strategist

November 10, 2022

Breakdown of Midterm Elections

Cathy Saunders, Head of Corporate Sustainability and Public Policy, Putnam Investments
Ozzie Palomo, Managing Director, Chartwell Strategy Group
James Pindell, Political Reporter, The Boston Globe
Brian Schwartz, Political Financial Reporter, CNBC

March 16, 2022

Putnam's VisualizerSuite: Offering innovative solutions to solve retirement plan problems

Angela S. Achatz, Director of DCIO Strategic Relationships
Michael J. Dullaghan, AIF®, DC Investment Specialist

October 13, 2021

What glide path philosophy means for plan participants

Angela Achatz, Director of DCIO Strategic Relationships
Michael Dullaghan, AIF®, DC Investment Specialist
Brendan Murray, Senior Investment Director, Global Asset Allocation