Events

In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly.

In this interactive workshop, we’ll use the family money talks approach to hold an engaging and productive conversation about wealth, without discussing assets.

We encourage joining the webinar with a spouse or loved one, so that you can practice in real time how to have a family money talk. You will be guided through each step of the process, with time allotted for practice and for any questions you may have.

Please join us in an engaging and enlightening virtual workshop that’s different than anything you may have experienced before!

Join us for an engaging session on private equity investing, designed for those new to the asset class or for those looking to deepen their foundational knowledge. We’ll cover the basics of private equity, including how it works, key benefits and risks, and its role in diversified investment strategies. Led by Sofia Rivas from Neuberger Berman, this webinar is your gateway to understanding the fundamentals of this alternative asset class.

• Understand how private companies differ from publicly traded companies, and how these investments can enhance portfolio diversification to improve risk adjusted returns.
• Learn how Private Equity funds operate and how they structure investments.
• Explore how Private Equity has become more accessible to individual investors with improved liquidity.

Kickoff 2025 with an in-depth look at the key trends shaping the markets in the first quarter. Join us as David Plotkin from John Hancock shares his expert insights on the economic landscape, market opportunities, and potential challenges ahead. Financial Advisor Anthony Minero will host and moderate this complimentary webinar about market intelligence with David Plotkin, Senior Vice President, and Business Consultant at John Hancock.