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
Upcoming events
How to filter the market with Strategy Builder
Webinar
December 17, 2025 | 12:00 – 12:30 pm. EST
Would you like to simplify your research and identify stocks that meet your selection criteria and learn how to create your own personalized investment strategy?
During this webinar you will learn how to use Strategy Builder’s advanced filters to enhance your analysis.
The ABCs of Self-Directed Investing
Webinar
January 22, 2026 | 12:00 – 12:45 p.m. EST
In this beginner-friendly live session, you’ll learn the essentials of self-directed investing- quotes, orders, different securities, fixed income and ETFs. Plus discover some of the tools to help you manage your portfolio. Perfect for anyone looking to understand the basics and make informed decisions.
Disruption, Opportunity, or Neither? AI Examined
Webinar
January 28, 2026 | 12:00 - 1:00 EST
Join us for an engaging discussion with Veronika Popova on the evolving adoption of artificial intelligence. We will explore AI's impact on economic trends, its influence on broader market dynamics, and whether it can drive productivity gains strong enough to offset rising government debt that can threaten long-term growth.
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