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July 22, 2021 | Financial Planning
In this webinar, our experts discussed the roaring economic recovery, where we think markets are heading next, and how inflation can impact your portfolio, your plan, and more. You may also be interested in our Mid-Year Outlook, where Ebrahim Busheri, Director of Investments, …
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All AudiencesJuly 14, 2021 | Market Commentary
In this webinar, Marc Bushallow, Managing Director of Fixed Income at Manning & Napier, discussed why the bond market, interest rates, and inflation are still oscillating quickly, equities are at all-time highs, and what it all means for the quarter ahead. For a summary of …
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Financial AdvisorsJune 18, 2021 | Fundraising
Fundraising is an important part of the financial health for most non-profit organizations. Advisors who are fluent in the basics of fundraising philosophy and processes will better understand the financial needs of their clients and can help communicate this important …
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Financial AdvisorsMay 27, 2021 | Tax Planning
In the second and final session of this webinar series, our experts reviewed case studies from basic SEPs to Defined Benefit/Defined Contribution arrangements for the vast owner-only marketplace and share ways to identify opportunities in your current book of business that …
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Financial AdvisorsMay 20, 2021 | Tax Planning
In the first session of this two-part webinar series, our experts discussed how you can help small and owner-only businesses utilize qualified plans to help shelter income from taxes. You can access Part Two here.
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Financial AdvisorsMay 13, 2021 | Fundraising
If your organization is looking to position itself well in the future, now might be a good time to put a greater emphasis on planned giving. Juan Bendeck of Hahn Loeser & Parks, LLP, Jack Simpson of Ballad Health Foundation and Nick Cintineo of Manning & Napier, shared their …
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Non-ProfitsApril 29, 2021 | Financial Planning
Making an impact is different for everyone. Watch our panel discussion on how the need for green space preservation can closely align with the growing trend of socially responsible investing.
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All AudiencesApril 21, 2021 | Financial Planning
The economy has been gradually recovering since COVID-19 shocked the system. Finally, we’re beginning to see what a return to normal might mean for investors and companies, alike. Check out our quarterly market update for a discussion on the changing investment landscape …
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All AudiencesApril 13, 2021 | Market Commentary
In this webinar our experts dive into why this recovery is so unusual, what it means for markets in the months and years ahead, and how we believe portfolios should be positioned for this shifting investment environment.
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Financial AdvisorsMarch 11, 2021 | Market Commentary
Watch our Growing Your Practice Through Opportunities with Charitable Organizations webinar where our experts discussed the significant and attractive opportunities of working with non-profits. For your convenience, we wanted to share a recording of the live event. As …
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