Investing Strategies & Personal Finance

Join Peter Merrick, an internationally recognized expert in life insurance solutions and learn about an often missed secure government sanctioned investment alternative. In this action-packed presentation you will leave with a new understanding and appreciation of why you need to include life insurance in your financial portfolio. Discover how participating and universal life insurance can maximize your returns while minimizing your tax liabilities. Leveraging government-legislated tax policies, these financial solutions offer tax-free growth, tax-free access to funds, and tax-free wealth transfer, making them indispensable tools for optimizing your financial future. Don't miss this opportunity to unlock the best-kept secret in financial planning and transform your investment strategy.  

In a polarized world with an out-of-control legal system and sky-high jury awards, find out how to keep your wealth and assets safe.  

For fixed-income investors, the world is changing – and that means your investment approach must, too. Learn from long-time bond market expert Dan Fuss about how the geopolitical environment, the climate outlook, and the economic and market backdrops are evolving, and how to best position your portfolio to maximize return and minimize risk.   

Providing financial support to your children and grandchildren can be a very rewarding experience. But how can that best be done? In this presentation, learn how best to invest in your children’s and grandchildren’s educational and financial future to ensure that your gifts align with both your individual and family goals. 

In this 30-minute presentation, Sue O’Reilly of the Toronto Investors and Traders Stocktwits Meetup Group will show you, step by step, how to "game" the 11 Sectors of the S&P 500 to find high dividend-paying stocks in an industry group likely set to move higher. 

Gary Kaltbaum will show you exactly where you need to be in the markets as well as what to avoid. It is in these chart patterns that he will show you the definable uptrends and downtrends. What is emerging? What is submerging? 

Now a quarter into the new year it's already time to update the market outlook. The investing playbook that worked so well in 2023 has to be thrown out. We need to focus on these new leaders to enjoy superior results. That is why 43-year investment veteran, Steve Reitmeister, details a trading plan and top picks to outperform the remainder of the year. 

Head of Global Multi-Asset and chief investment officer at T. Rowe Price Sébastien Page, will provide an update on recent macro trends in the economy, as well as his thoughts on financial literacy and leadership in asset management. 

Fraudsters—who spend their “careers” developing schemes to defraud victims—are continually creating new, innovative scams. Join Christine Kieffer and Robert Mascio to explore emerging threats to investors, the psychology of scams, the sophisticated techniques used by salespeople (both honest and otherwise), and simple steps to help you invest wisely and avoid costly mistakes. 

By staying true to our decades-long strategy of taking a multi-year view to operating our company and focusing on consistent per-share results, NNN REIT, Inc. (NYSE: NNN) remains well-positioned to navigate the elevated economic and capital market uncertainties that companies will face in 2024. NNN has been able to successfully navigate all types of market conditions and provide shareholders with consistent, stable results including 34 consecutive annual dividend increases and a 30-year average annual total return of 11.0%. Join us and learn how NNN’s stable, consistent dividend income could fit into your portfolio.