| January 1, 2019 | Staying on Course: Investing for the Next 10 Years | John Apruzzese |  |
| January 1, 2019 | Planning in a Changing Wealth Landscape | Chris Zander | |
| January 1, 2019 | Choosing an Advisor: A Legal Perspective | Ruth Calaman | |
| January 1, 2019 | Stuff Happens: Managing Life’s Major Transitions | Jeff Maurer | |
| October 1, 2018 | Moving On: Preparing to Exit Your Business | Daniel Stolfa | |
| October 1, 2018 | Charting a Path Through Market Downturns | Jeff Maurer | |
| October 1, 2018 | Sustaining Your (Financial) Relationship | Kate Mulvany | |
| October 1, 2018 | Wading into Troubled Waters: China and the United States | John Apruzzese | |
| July 1, 2018 | Investing as Disruption Accelerates | John Apruzzese | |
| July 1, 2018 | Navigating Wealth Management | Jeff Maurer | |
| July 1, 2018 | Passion Plays: Investing from the Heart and the Head | Iain Silverthorne | |
| July 1, 2018 | Estate and Gift Tax Exemption: Use it or Lose it | Karen Francois | |
| April 1, 2018 | A Fine Balance: Managing Portfolios in Buoyant Markets | John Apruzzese | |
| April 1, 2018 | Thoughtful Giving to Heirs | Pam Lundell | |
| April 1, 2018 | Our Financial Journey | Jeff Maurer | |
| April 1, 2018 | I Am a Trust Beneficiary – Now What? | Helena Jonassen, Kate Mulvany and Ashley Ferriello | |
