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Webinars

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

Upcoming Webinar:
JULY 14TH at 4:00 p.m. ET
Midyear Outlook with Adam Berger
Accepted by the CFP Board and CIMA® for 1 credit hour of CE*
Webinar Replays
Webinar Replay: When Fear Takes Over Client Decisions
Market swings and major life stressors can disrupt rational thinking. Learn what’s really driving client reactions during uncertainty and how to guide them forward.
Webinar Replay: Reengage Prospects Who Go Silent
Nothing’s more frustrating than a promising prospect who stops engaging. Learn simple, low-pressure ways to restart the conversation with stalled prospects and turn them into clients.
Webinar Replay: Navigating Credit Markets Under Pressure
Today’s rich market environment reminds us that not all credit is created equal—and there are still opportunities if you know where to look.
Webinar Replay: Social Security: 3 Costly Mistakes to Avoid
Four in five Americans don’t know how to maximize their benefits and would consider switching financial professionals if theirs couldn’t help them do it. We’ll cover the three key factors that impact benefits.
Webinar Replay: Rates, Regimes, and Returns: Positioning for What Comes Next
As fixed income markets continue to evolve, join us to hear answers to key questions.
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 from a premier coaching organization.
Webinar Replay: 2026 Outlook: Elections, Earnings, and the Global Stimulus
With a pivotal election season on the horizon, more market-friendly policies could set the tone for the year ahead.
Webinar Replay: Hidden Opportunities in the One Big Beautiful Bill
The One Big Beautiful Bill introduced several provisions that could create meaningful tax advantages for your clients-and prospecting opportunities for you, if you know where to look.
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: 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: 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: 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.

 

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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