Live Webinars with Ellevest Wealth Management
We host live webinars with experts in our network that provide insight on your money and help you stay focused on your goals.
We’re committed to giving you the support you need to make decisions about your financial health.
Stay informed with Ellevest’s Monthly Market Webinars — your go-to source for expert insights on what’s driving the economy, markets, and your portfolio. Each month, Ellevest’s team breaks down the latest financial trends, policy updates, and events in a way that’s clear, actionable, and tailored for long-term investors.
Recent virtual events
February 17: Kaitlin Horsch, CFP®, Ellevest Wealth Advisor, and Ankur Patel, CFA®, Ellevest Vice President of Investments discuss how markets are doing so far in 2026. To watch the full conversation, please click here.
January 13: Sara Faurer, Ellevest Wealth Advisor, and Emily Green, Ellevest Head of Wealth Management explain why "wealthcare" is the future of wealth management and how aligning your money with your values can lead to a happier, more fulfilling life. To watch the full conversation, please click here.
December 16: Kaitlin Horsch, CFP®, Ellevest Wealth Advisor, and Ankur Patel, CFA®, Ellevest Vice President of Investments discuss events that shaped the markets recently. To watch the full conversation, please click here.
November 18: Sara Faurer, Ellevest Wealth Advisor, and Ankur Patel, CFA®, Ellevest Vice Presdient of Investments, unpack the question, “are we telling clients to wait for a dip to invest?” (Our short answer: No. Waiting rarely works.) When investors wait for the “right moment,” they tend to miss meaningful upside. Even holding out for just a 5% dip takes, on average, almost a year — and during that time the market has historically gone up about 14%. If you weren’t able to join us live, you can find the replay here.
October 14: Sara Faurer, Ellevest Wealth Advisor, and Alondra Garcia, CFA®, Ellevest Portfolio Manager discuss diversification, a long-term mindset, and sticking to your plan remain the keys to navigating changing markets. To watch the full conversation, please click here.
September 16: Kaitlin Horsch, CFP®, Ellevest Wealth Advisor, and Ankur Patel, CFA®, Ellevest Vice President of Investments discuss events that shaped the markets recently. To watch the full conversation, please click here.
July 15: Kaitlin Horsch, CFP®, Ellevest Wealth Advisor, and Ankur Patel, CFA®, Ellevest Vice President of Investments discuss the events that shaped the markets so far this year, what drove the economy’s resilience, and share practical strategies to help you stay diversified in the face of continued uncertainty. To watch the full conversation, please click here.
June 18: Ellevest Wealth Advisor Sara Faurer is joined by Ellevest Vice President of Investments Ankur Patel to discuss how the 'One Big Beautiful Bill Act' (OBBBA) is shaping up to be one of the most sweeping tax proposals in recent years — with potential impacts on everything from income taxes and deductions to estate planning and long-term care. To watch the full conversation, please click here.
May 15: Ellevest Wealth Advisor Kaitlin Horsch is joined by Ankur Patel, CFA®, Ellevest Vice President of Investments alongside special guest, and Ellevest Portfolio Manager, Alondra Garcia, CFA®, to discuss the recent tariff turmoil and why bonds remain a vital part of a resilient, long-term portfolio. To watch the full conversation, please click here.
April 15: Ellevest Wealth Advisor Sara Faurer is joined by Ellevest Vice President of Investments Ankur Patel to discuss the importance of diversification, consumer sentiment, and recent market volatility. To watch the full conversation, please click here.
March 18: Ellevest Wealth Advisor Cameron Rogers is joined by Ellevest Vice President of Investments Ankur Patel to discuss the intersection of sentiment, policy, and performance that shaped this month's financial landscape. To watch the full conversation, please click here.
February 13: Head of Ellevest Wealth Management Emily Green is joined by Ellevest Vice President of Investments Ankur Patel to discuss why concentration risk matters and how innovation can come from unexpected places, and more. To watch the full conversation, please click here.
January 15: Ellevest CEO and Chief Investment Officer, Dr. Sylvia Kwan, is joined by Ellevest Vice President of Investments Ankur Patel to discuss why 2025 is sure to be a year of change. To watch the full conversation, please click here.
December 17: Ellevest CEO and Chief Investment Officer, Dr. Sylvia Kwan, is joined by Ellevest Vice President of Investments Ankur Patel to discuss the issues — including tariffs and taxes — playing on investors’ and consumers’ minds as we head into the new year. To watch the full conversation, please click here.
November 12: Head of Ellevest Wealth Management Emily Green is joined by Ellevest Vice President of Investments Ankur Patel to discuss what the recent presidential election might mean for the market, the overall economy, and your portfolio. To watch the full conversation, please click here.
October 17: Ellevest Wealth Advisor Cameron Rogers is joined by Ellevest Vice President of Investments Ankur Patel to discuss why, when it comes to investing, they’ve learned that counting on anything as a given can lead to unexpected and unpleasant surprises. To watch the full conversation, please click here.
September 19: Ellevest Wealth Advisor Cameron Rogers is joined by Ellevest Vice President of Investments Ankur Patel to discuss how to focus on what’s important and the influence of Fed policy and artificial intelligence on the financial markets after an especially volatile month. To watch, please click here.
June 20: Watch Emily Green, Ellevest’s head of wealth management, and estate attorney Lara M. Sass, Esq., AEP® in conversation about the ever-changing landscape of estate planning. They delve into the complexities of large wealth transfers, focusing on critical topics such as the sunsetting of the estate tax exemptions and how you can plan for future estate law changes, to leave a lasting legacy for generations to come. To watch the full conversation, please click here.
June 17: Ellevest Wealth Advisor Cameron Rogers is joined by Ellevest Vice President of Investments Ankur Patel to discuss key factors that investors should prioritize amid distractions, including reducing taxes, cutting expenses, and determining their risk tolerance and its impact on their overall portfolio strategy. To watch the full conversation, please click here.
May 14: Ellevest Wealth Advisor Cameron Rogers is joined by Ellevest Vice President of Investments Ankur Patel to discuss inflation, interest rates, and how the impact of innovation could fuel earnings and justify higher prices. To watch the full conversation, please click here.
March 19: Ellevest Wealth Advisor Cameron Rogers is joined by Ellevest Vice President of Investments Ankur Patel to discuss why the greatest fear in investing comes from placing your bets on a single outcome and then fretting that you’ll get something else entirely. To watch the full conversation, please click here.
March 14: The Great Wealth Transfer is history-making for women and their wealth. Catch up the conversation between Emily Green, Ellevest’s head of wealth management, and estate attorney Lara M. Sass, Esq., AEP® covering the generational wealth opportunities and challenges families are encountering, including the immediate steps to take today to be prepared for a future windfall. To watch the full conversation, please click here.
About Ellevest
Founded in 2014, Ellevest is a women-founded, women-led financial services company dedicated to closing the gender wealth gap. Our mission is to get more money in the hands of women, their families, and the next generation through personalized, intentional wealth management, and financial planning.
