Fisher Investments Webinars

Explore Fisher Investments' free educational webinars—designed to help simplify investing for everyone. Discover upcoming and recent webinars that showcase the insights and support our clients enjoy. Sign up today to start learning, or contact us to explore how we help our clients reach their financial goals.

Roth IRAs: Strategies and Tips for the Savvy Investor

Roth IRAs can offer game-changing benefits, and this session will explain ways you can make the most of them. Learn about conversion strategies, withdrawal rules and key details to help maximize your retirement savings. Don’t leave money on the tableβ€”find out if a Roth IRA is right for your goals.

Please join us on October 30th or watch on-demand anytime after.

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Social Security: Your Questions, Answered

This session addresses essential Social Security questions, including understanding your benefits, optimizing your claiming strategies and effectively timing your decisions. Gain key insights to make smart choices about your Social Security.

Please join us on November 4th or watch on-demand anytime after.

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Retirement Planning: Build the Foundation of Your Financial Future

Are you on track for the retirement you deserve? This webinar guides you through setting goals, creating reliable income streams and planning for taxes. Don’t leave your future to chance—learn the strategies that can help you retire on your terms.

Please join us on November 12th or watch on-demand anytime after.

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Learn why 190,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 9/30/2025

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