Broker Check

First Thursday Webinars

On the first Thursday of every month, our team covers a new investment or planning topic. Every session is recorded and available to watch anytime.

Past Webinars

August 2026

Inflation Outlook & the Case for Real Assets

Chief Investment Officer Dan Kiley covers our outlook for inflation in the second half of 2026, why a Real Assets Fund can be a hedge against rising inflation, and the DWS Real Assets Fund included within our Retire In Comfort® Model Portfolios.

Watch Recording →

July 2026

RCA's Team-Based Approach to Portfolio Management

Chief Investment Officer Dan Kiley provides an overview of RCA's systematic and disciplined approach to team-based portfolio management.

Watch Recording →

June 2026

Beyond Investments: Exploring the Family Master Plan®

Andrew Mikovch covers planning services beyond investments, the five key areas of the Family Master Plan®, and specific planning opportunities.

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May 2026

The Economy in Transition: Inflation, AI & What's Ahead

CEO Chris Kiley discusses the economy in transition, inflation's impact on consumers, and how AI spending is affecting economic growth.

Watch Recording →

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