Throughout the year, Canby Financial Advisors presents various webinars on a variety of investment and financial planning topics.
Bob Doll, Chief Investment Officer at Crossmark Global Investments, shares his thoughts on the economy and his investment outlook for the rest of 2022, including his predictions on economic trends, interest rates, inflation, the stock market and many other important issues.
(Note: Bob Doll and Crossmark Global Investments are separate, unaffiliated entities.)
When you start taking Social Security benefits can have a significant impact on your income during retirement. In this 30-minute session, guest speaker Ryan McKee discusses the issues you need to consider when you're evaluating your Social Security timing options. You'll gain a better understanding of:
(Note: Ryan McKee and Fidelity Investments are separate, unaffiliated entities.)
In this 30-minute webinar, cybersecurity expert Jack Faer discusses the most common schemes identity thieves and hackers use to convince people to give them confidential information or hijack it behind the scenes. He also provides a variety of strategies you and your family can use to defend yourselves against these attacks and advice on what to do if you become a victim. (Note: Jack Faer and Faer Risk Consulting, LLC are separate, unaffiliated entities.)
In this 30-minute webinar, Scott Maibor provides a user-friendly overview of Medicare tailored for those who will either need to enroll in the near future or are already enrolled and are thinking about switching plans. He discusses:
This webinar was originally presented on June 8, 2021.
In this 30‐minute session, Tracey Ingle of Ingle Law, P.C. helps you learn what you need to do to achieve your estate planning objectives and avoid common mistakes that could derail your efforts.
Originally presented on May 26, 2021.
In this 60-minute session, Shaun Morgan explores the ways in which investing has positively impacted the world throughout history.Through numerous historical and contemporary examples, he:• traces the impact that investors have had in the shaping of modern geopolitical entities and cultures;• looks ahead to the impact that current investors could have on similar realms today; and• provides guidance that can help you reimagine the ways you can make a difference with your investments while simultaneously pursuing your financial goals.
This webinar was originally presented on May 11, 2021.
In this 30-minute webinar guest speaker Kathleen Mallows offers insights and advice to help you figure you out:• Have you outgrown your property protection program?• Are there kinds of coverages for your property and your family you may have overlooked?• Should you consider an umbrella insurance policy—and how much coverage do you need?
Originally presented on March 9, 2021
In this webinar, Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, discusses:
Original presentation date: January 26, 2021.