Webinars
Register for Our Live Webinars
Check out our webinars where we discuss wealth planning topics, including estate planning strategies, tax planning and investing, along with our take on the markets and economy, all to keep you up to date as you make financial decisions.
2025 Crystal Ball Outlook
January 16, 2025 | 3 p.m. CT | RECORDING COMING SOON
Register for the 2025 Crystal Ball webinar where Jeff Krumpelman, chief investment strategist and head of equities, and Katrina Radenberg, chief investment officer, will discuss the economy’s current state and provide an outlook for the coming year. Inflation, Fed policy, interest rate trends and the impact of the presidential election are among the topics they will share their thoughts on. Set your calendars and join us!
Jeff Krumpelman, CFA
Chief Investment Strategist & Head of Equities
Katrina Radenberg, CFA
Chief Investment
Officer
Webinar Replays: Watch Now
All About Taxes and What’s New in 2025
2025 is right around the corner, and taxes are top of mind for many.
Join us for this timely webinar, hosted by our in-house tax professionals. They’ll discuss year-end tax planning strategies and considerations, including the sunset of the Tax Cuts and Jobs Act (TCJA) and SECURE 2.0 Act.
Stay Alert & Avoid Scams
The Federal Trade Commission reports that Americans lost over $10 billion to fraud in 2023.
Join us for this informative webinar, where you’ll learn about the various tactics used to defraud individuals online and how you can protect yourself from being a victim.
Never Pay Full Price for College
Is your income too high for your student to qualify for financial aid? Wondering how to cut the exorbitant cost of college but unsure what your options are? Be sure to join speaker, Michael MacKelvie, CFP®, and moderator, Dylan Younce, to learn about some overlooked strategies for saving and paying for college.
2024 Midyear Crystal Ball Outlook
Please join us to hear insights from Jeff Krumpelman, chief investment strategist and head of equities, and Katrina Radenberg, chief investment officer, who will review the first half of 2024 as well as share their expectations for the second half and next 12 months.
Wealth and Relationships: How to Avoid Financial Stress
Having a healthy relationship with money is vital not only for your bank balance, but also for your physical, mental and relational happiness. Join us to learn tangible skills to help reduce financial stress as well as practical conflict resolution skills designed to turn financial disagreements into opportunities for growth and understanding.
Insurance Planning for Life Transitions
Having the right insurance for the right moments in life is essential.
When you experience a life change—marriage, new job, birth of a baby—in addition to updating your estate planning documents, you’ll want to review your insurance policies to make sure your coverage is up to date and that you and your family are protected.
Stick to the Plan
When the market is bumpy or one sector of the market is outperforming, you may be tempted to stray from your long-term investment plan in search of better returns. To learn why diversification and quality, among other factors, are key to a resilient portfolio, tune in to our live webinar.
Demystifying Roth IRAs
A Roth IRA comes with many benefits, but it may not make sense for everyone. Join us for this informative webinar, where our panelists will discuss who is a good candidate for a Roth IRA (and who is not), income limits and contribution rules and how and when you should convert, among other topics.
A Love Letter to Your Family: Sharing Your Estate Planning Wishes
Think of your estate plan as a love letter to your family explaining how and to whom you wish to distribute your assets. In this webinar, our wealth advisors share the reasons you should have a conversation with your loved ones about estate planning decisions. Don’t just leave them with estate documents to sort through—help them understand why you arrived at your decisions.
2024 Crystal Ball Outlook
Tune in to our annual market outlook webinar to hear Jeff Krumpelman, chief investment strategist and head of equities, and Katrina Radenberg, chief investment officer, share what’s ahead in 2024.
They’ll talk about positives including the renaissance in labor productivity, an underestimated boom in capital spending plus recent acknowledgment from the Federal Reserve that inflation is easing.
Webinars are provided for informational and educational purposes only. They do not consider any individual or personal financial, legal, or tax circumstances. As such, the information contained herein is not intended and should not be construed as individualized advice or recommendation of any kind. Where specific advice is necessary or appropriate, individuals should contact their professional tax, legal, and investment advisors or other professionals regarding their circumstances and needs.
Any opinions expressed in the webinars are subject to change without notice. The information provided herein is believed to be reliable, but we do not guarantee accuracy, timeliness, or completeness. It is provided “as is” without any express or implied warranties.
There is no assurance that any investment, plan, or strategy will be successful. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results, and nothing herein should be interpreted as an indication of future performance.
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
