The Wealth Connection Webinar Series

Providing Thought Leadership on Family and Business Related Topics To Help Connect Your Wealth and Purpose

Register For Our Next Webinar

Your Next Best Hire Isn’t Human

Hosted by a TFO Family Wealth Strategist, Bruce Cartwright, Jeff will share real-world examples of how businesses are beginning to use AI to:

  • Improve onboarding and internal workflow
  • Accelerate time-intensive processes
  • Allow teams to focus more on higher-value work

He will also walk through a practical framework to help you evaluate where AI may, or may not, make sense within your organization. This conversation is designed to provide perspective, clarity, and a better understanding of what’s changing, and what’s worth paying attention to.

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Recordings from our Wealth Connections Webinar Series are below. If you have any questions regarding any of these topics, please contact your TFO Wealth Partners adviser. If you’re new to our firm and would like to connect on a topic, set a time for us to chat by contacting us here.

Cyber Hygiene 101: Easy Ways to Repel Cyber Attacks Targeting You and Your Family

In this webinar, Ingrid Gliottone, Chief Experience Officer of BlackCloak, covers how threats like phishing, social media scams, and deepfakes are specifically targeting families, and how you can protect yourself and your children.

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Curated Travel in 2025 and Beyond

In this webinar, Janet Semenova from Boutique Travel Advisors who discusses designing once-in-a-lifetime travel experiences for individuals, families, and teams, as well as upcoming trends and tips for traveling in 2025 and beyond.

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The Changing Landscape of College Admissions

In this webinar, Erin Goodnow, CEO of GoingIvy discusses the current environment in college admissions including the impact of optional standardized testing, a new SAT, the Supreme Court decision around affirmative action, as well as some tips for students on refining their college admission essays and personal statements.

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Protecting Yourself from Cybercrime

In this webinar, Dr. Chris Piersen, Founder and CEO of BlackCloak discusses the many threats we face today and what you can do to protect your privacy, devices, homes and peace of mind. Don’t miss this important topic we covered during cybersecurity awareness month.

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