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Become (even more) self-sufficient by attending our events

Broaden your knowledge of direct brokerage and master the tools by attending one of our free events. Our experts are here to help you build your confidence.

Our topics:

  • Brokerage accounts
  • Taxation
  • Tools
  • Investment products
  • Portfolio management
Illustration of a paper plane
Illustration of a paper plane
Illustration of a paper plane

Upcoming events

What is an option? Part 3


May 28, 2024 | 12:00 - 1:00 p.m. EDT

Part 3: Basic strategies for using options

In this final webinar of the series, our guest expert will walk through some strategies for using options and show how using options or adding options to a stock investment can be interesting for different types of situations that the investor might face.



Dividend investing with ETFs


May 29, 2024 | 12:00 - 1:00 p.m. EDT

During this webinar, we will break down how to analyze dividend ETFs that differ in value and take a closer look at the differences among dividend strategies in the market, exploring risk vs. yield and considerations such as sector exposures.



When and how to use short selling  


June 12, 2024 | 12:00 - 12:45 p.m. EDT

Do you find certain stocks are overvalued and would like to learn how to exploit falling share prices?
Join our expert and discover how short selling works, its benefits and risks, and why it may be used as part of an investor's trading strategy to take advantage of market weakness. 



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