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Webinars and Podcasts

Gain insight from leading practice-management experts, investment strategists, and the MIT AgeLab.

Upcoming Webinar:
DECEMBER 9TH at 4:00 p.m. ET
Hidden Opportunities in the One Big Beautiful Bill
Filed with the CFP Board and CIMA for 1 credit hour of CE.*

*Hartford Funds Distributors, LLC, Member FINRA is the provider of CE Credits.

Webinar Replays
Webinar Replay: Unmatched Client Experience = Unstoppable Referrals
Delivering an unforgettable client experience can transform your business. Libby Greiwe exponentially grew her practice by generating referrals and consistently delivering an exceptional client experience.
Webinar Replay: Bond Market Crossroads – What’s Next for Fixed Income?
Persistent inflation, fiscal uncertainty, and a changing Fed narrative are reshaping the fixed-income environment. Join us to hear Connor Fitzgerald’s perspective on how to navigate this evolving market.
Webinar Replay: 4Q25 Outlook - Rational Exuberance: Will the Bulls Keep Running?
Investor enthusiasm has helped drive markets higher this year, but persistent inflation and policy uncertainty could challenge that momentum heading into year-end.
Webinar Replay: Help Your Clients Age-Proof Their Brains
Research shows that clients--not their genes--have more control over their cognitive health and the destiny of their brains than they may realize.
Webinar Replay: The Untapped Potential of Social Security: Claiming Strategies for Couples
Social Security spousal and survivor benefits are among the most misunderstood and underutilized parts of the program. Educating clients about claiming strategies empowers you to deliver more personalized, holistic guidance- building trust and settin...
Webinar Replay: Midyear Outlook - The Split Between the Economy and the Market
While markets have rebounded, could the recovery be masking deeper economic risks? What challenges could threaten the rebound? What challenges could threaten the rebound? What strategies should investors consider for their portfolios?
Webinar Replay: Ask for More: Unlocking the Power of Everyday Negotiation
Looking for an impactful way to engage women clients and prospects? Don’t miss this opportunity to learn how you can help teach them the essential skill of negotiating with confidence. Not only can it help strengthen your relationship, but you might ...
Webinar Replay: How to Build an Onboarding Process that Creates Lifelong Clients
A client’s experience in the first 90 days sets the foundation for a lasting relationship. Get it right, and you build loyalty. Get it wrong, and you risk losing valuable clients.
Webinar Replay: 2Q Outlook: Oh Baby, Baby It’s a Wild World
As optimism following the election wanes, political uncertainty and policy changes take center stage.
Webinar Replay: Replay: 3 Social Security Pitfalls to Avoid
More than half of Americans don’t know how to maximize their Social Security benefits, and 80% said they’d change financial professionals if theirs couldn’t help them do it.
Webinar Replay: How to Avoid the Retirement Letdown
Your clients’ finances might be set for retirement, but overlooking this nonfinancial issue could jeopardize all your efforts.
Webinar Replay: 2025 Outlook: Trump 2.0 – Time To Curb Your Enthusiasm?
Markets cheered President Trump’s election victory, but is this enthusiasm sustainable?
Webinar Replay: Three Keys to Acquiring Affluent Clients
Affluent investors are the cornerstone of a successful practice. Discover proven strategies to attract prospects with assets of $1 million or more.
Webinar Replay: Retain Your Brain
Research shows that clients—not their genes—have more control over their cognitive health and the destiny of their brains than they may realize.
Webinar Replay: Q4 Outlook: Sahm Rules Are Meant To Be Broken
Simple rules of thumb that predict a recession such as unemployment indicators (e.g., the Sahm Rule) or the inverted yield curve often don’t pan out. Nevertheless, the market continues to worry about a possible recession and the implications of the u...

 

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

Important: This information is provided for general informational purposes only and cannot be used or relied upon for the purpose of avoiding IRS penalties. This information is not intended to provide tax, accounting or legal advice. Hartford Funds and its employees cannot provide tax, legal or accounting advice. As with all matters of a tax or legal nature, you and your clients should consult with a qualified tax professional or legal counsel for advice.

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