Equius Webcasts

As a part of our commitment to sharing our knowledge of modern investing principles with the wider community, Equius hosts an ongoing dialogue addressing strategic solutions for individuals seeking financial independence, and those with complex financial situations. Our webcasts feature Equius wealth advisors and investment professionals, and cover a wide range of relevant investment topics.

Financial New Year’s Resolutions:
Investment Considerations for 2021

Recorded December 21, 2020

We commonly focus our New Year’s resolutions towards improving our health, charting new career paths and kicking bad habits – areas of our lives certainly worthy of our attention. However, our finances and investments are equally worthy but often forgotten this time of year. Managing Partner, TJ Troutner and Wealth Advisor, Lachlan MacLean, discuss what you should be thinking about in order to set yourself up for financial success in 2021.

A Young Professional’s Path to Financial Independence

Recorded September 23, 2020

As a young professional with years of earnings ahead of you, your choices matter. Time is on your side, but are you making the most of it? A discussion of important considerations that will help you make better decisions as you chart your path to financial independence and build an inspiring future that you and your family can depend on.

Upcoming webcasts

We are currently working on new series of webcasts.
Please check back soon.