Videos & Webinars

Welcome to our library of videos and webinars – a free resource for investors, and their families, seeking financial independence. Complete the registration form on this page to receive immediate access (if on mobile phone scroll to bottom of page).

Provided is a summary for each of informative videos currently available upon completing registration.

Feature Webinar: A Wise Alternative To Government Bonds & GIC’s

As government bond yields and GIC rates approach 0%, a crisis for “safe” fixed income investment is already here and set to worsen. Wise investors are seeking high income with safety of principal. An intelligent solution to long-term government bonds and GIC’s is a well-diversified basket of Alternative Investments that can generate 7% – 8%+ YIELD with limited portfolio volatility. During this 50-minute webinar we we recapped the market environment and share:

  • How Alternative Investments fit into your Current & Retirement Portfolio
  • Why owning Alternative Investments reduces portfolio volatility and enhances returns
  • An overview of the growing Private Credit market and how investors can benefit
  • Examples of Private Credit firms and how they operate to consistently generate high returns while protecting client capital
  • How professional portfolio managers improve results for clients in identifying and managing Alternative Investments
  • And more…

(recorded Sept. 26. 2020) 

Fight, Flight or Freeze – Decisive Investing to Survive & Thrive Through Crisis: Learn how IWM portfolio managers navigated market volatility during the COVID crisis to ensure clients stayed within their “Financial Pain Threshold” to avoid panic selling.

Overview of Alternative Investments: Learn about alternative investments, essential assets to include in your portfolio that can generate 6% – 12% returns.

Stocks You Can Tolerate: Learn about strategies to design and manage the stocks in your portfolio that generate solid rates of return while minimizing portfolio volatility.

Protecting Your Portfolio from Volatile Markets: Learn about strategies used by our portfolio managers to reduce portfolio volatility and position you for consistent, long-term returns. The strategies we discuss can increase by as much 2.7% points annually with a less volatile portfolio you are more likely to stick with.

Straight Talk for Retirement Success: This two-part retirement workshop discussed how to bullet proof your financial plan with realistic solutions for the most common challenges facing those approaching or already in retirement. You can also access the self-assessment checklist used by workshop attendees to score your own financial health.

Tax Smart Investing for Professional & Business Owners Over 50: Learn to legally reduce corporate tax, save 50% more for retirement, cut tax on the sales of your business and reduce portfolio risk for capital set aside for passive investments inside or outside your business.

Straight Talk for Financial Independence Video Series: This series of short videos focuses on identifying, understanding and solving the most pressing financial challenges of investors over 50.

3 Practical Solutions for Investors Over 50: If you’re worried about the next financial crisis but still need to retire securely, watch this webinar learn how to solve the three biggest challenges facing investors over age 50.

Investing Lump Sums: Learn about strategies to intelligently invest lumps sums of money such as when you sell a business or real estate, or receive an inheritance.