Category: Educational Videos

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    Divorce & Finance

    Videos

    Divorce & Finance

    Watch the video below to learn about the 6 most common financial divorce mistakes and how to avoid them.

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    3 Reasons To Consider Long-Term Care Coverage

    Videos

    3 Reasons To Consider Long-Term Care Coverage

    Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor …

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    How Millennials Can Pursue Financial Success

    Videos

    How Millennials Can Pursue Financial Success

    Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to learn how a trusted financial advisor can help.

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    Estate Planning

    Videos

    Estate Planning

    Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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    Estate Planning

    Videos

    Estate Planning

    Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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    Financial Fitness

    Videos

    Financial Fitness

    Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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    Financial Fitness

    Videos

    Financial Fitness

    Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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    Passive vs. Active Management

    Videos

    Passive vs. Active Management

    As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

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    Keeping Your Retirement Income Stream Growing and Flowing

    Videos

    Keeping Your Retirement Income Stream Growing and Flowing

    With years of hard work and planning, many reach their financial goals and are able to retire. So how can you prepare for this stage in your life? Watch the video below for tips on how you can keep your income replacement stream growing & flowing.

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    Instructions for accessing the ‘Client Experience’ Online Dashboard

    Videos

    Instructions for accessing the ‘Client Experience’ Online Dashboard

    We’re excited to announce the release of the new Client Experience! As your team of trusted advisors, we are constantly striving to help you simplify your financial life. Our new Client Experience does just that.

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