Events and Webinars
Find out more about our upcoming and recent events.
Join us for Key Wealth’s exclusive events and webinars featuring leading experts, economists, and investment specialists. Gain valuable knowledge and explore new strategies and opportunities for achieving your financial goals.
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March 04, 2026
National Call Replay: Navigating Noise, Finding Meaning: A Conversation with Brian Portnoy, PhD, CFA
The economy may be fine on paper, but with rising costs, it doesn't always feel that way. Between geopolitical events, AI disruption, and market uncertainty, investor anxiety is on the rise.
Join us for a candid conversation with behavioral scientist Brian Portnoy about:
- Factors that drive good financial decisions.
- The difference between chasing "more" and achieving true financial wellbeing.
- How to find clarity when the world feels anything but clear.
Questions we’ll answer:
- What questions should investors be asking themselves right now – that go beyond market performance?
- How are you guiding clients in today’s environment?
- How do you find wealth beyond money?
Speakers:
- Tom Jarecki, National Director, Wealth Planning & Advice
- Brian Portnoy, Founder at Shaping Wealth
December 03, 2025
Key Wealth National Call: Managing Wealth in an Age of Disruption and Change
As we approach the beginning of the second half of the decade and the 250th anniversary of our great country, we are confronted by unrelenting waves of change, elevated (and extended) levels of uncertainty, and massive disruption occurring within several key sectors of our economy and society.
Join us as we delve into three major areas of change investors will likely face in 2026:
- Changes within our political systems and norms
- Technological changes (e.g., artificial intelligence)
- Changes within the investing landscape and market structure
Topics we will address include:
- The outlook for inflation, interest rates, the Fed, and the US consumer
- Artificial Intelligence and its impact on the economy and financial markets
- Actions investors should be taking now
Speakers:
George Mateyo, Chief Investment Officer
Rajeev Sharma, Head of Fixed Income
Stephen Hoedt, Head of Equities
Brian Pietrangelo, Managing Director of Investment Strategy
October 22, 2025
401(k) Plans – How to Optimize for Today’s Workforce
As the retirement landscape continues to evolve, organizations must adapt their 401(k) strategies to meet the needs of a dynamic workforce. This webinar explores how to navigate the shifting environment, manage plan priorities effectively, and leverage KeyBank’s 401(k) solution to reduce risk and enhance participant outcomes.
September 18, 2025
Key Wealth's National Call - AI: Everything You Are Afraid to Ask but Need to Know.
Artificial Intelligence (AI) is no longer a futuristic concept — it’s a present-day force reshaping industries, economies, and everyday life. Join us for a dynamic panel discussion featuring experts from Key Wealth and Google as we unpack the evolution, mechanics, and societal impact of AI.
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KeyBank is not responsible for any scheduling conflicts, cancellations, postponement, access or connectivity issues or force majeure event whatsoever. KeyBank is not responsible or liable for, and is hereby released from, any and all costs, injuries, losses or damages of any kind, due in whole or in part, directly or indirectly, to participation in the event.
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Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
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Non-Deposit products are:
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