Webinars

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

November 14, 2023

Geopolitics and investing: A conversation with Admiral James Stavridis

Admiral James Stavridis, Vice Chair, Global Affairs, The Carlyle Group
Cathy Saunders, Head of Corporate Sustainability and Public Policy, Putnam Investments

November 9, 2023

Top year-end planning considerations

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

July 26, 2023

Navigating the changing terrain of Large Cap Value and Large Cap Growth

Chris Galipeau, Senior Market Strategist
Caroline Edwards, CFA, Senior Investment Director
Jyotsana Wadera, Senior Investment Director

June 22, 2023

Investment insights: Addressing the questions your clients are asking

Chris Galipeau, Senior Market Strategist
Jason Vaillancourt, CFA, Global Macro Strategist

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