Broker Check


Throughout the year, Canby Financial Advisors presents various webinars on a variety of investment and financial planning topics. 

View previous webinars

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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.)

Client Centered

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:

  • Eligibility and options for you, your spouse, and other beneficiaries;
  • Factors to consider when deciding to take your benefits;
  • The potential tax implications of taking benefits if you continue to work;
  • How your decisions can impact your spouse and other beneficiaries; and
  • Opportunities to help fill your retirement income gap

(Note: Ryan McKee and Fidelity Investments are separate, unaffiliated entities.)

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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.)

Client Centered

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:

  • What first-time enrollees need to know about Medicare enrollment dates, coverage options, costs and penalties for missing enrollment deadlines.
  • The differences between Basic Medicare and Medicare Part C (Medicare Advantage) and the reasons why you might choose one option over the other.
  • Whether you or your spouse should enroll in Medicare if you’re both still covered by your company’s healthcare plan.
  • What changes to your Medicare coverage you can make during the fall and spring Medicare enrollment periods.

Client Centered
In this 40-minute webinar, Tobias Donath of Fidelity Investments discusses how to engage family members in meaningful financial discussions to strengthen intergenerational relationships through every stage of your financial life. Topics include:

  • Learning the Family Engagement Rules of Thumb as a simple framework for conducting complex financial conversations;
  • Practicing peer relationships with your family; and
  • Reflecting and communicating your wishes and fears.

This webinar was originally presented on June 8, 2021.

Client Centered

In this 30ÔÇÉminute 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.

Client Centered

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.

Client Centered

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

Client Centered

In this webinar, Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, discusses: 

  • How the widespread availability of vaccines will mark the beginning of the end of the COVID-19 pandemic;
  • How the economy will recover, as hiring and confidence comes back and consumers start to spend again; and
  • What this means for the markets and your investments in 2021 and beyond.

Original presentation date: January 26, 2021.

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