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  1. 5 For 5: Financial Planning in Your 50s

    Last Updated: 04/12/2021 in Video Library
     

  2. 5 For 5: Investing & the Upcoming Election

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  3.  What it means to be a Fiduciary

    Last Updated: 04/12/2021 in Video Library
    As a fiduciary, we have your your best interests at heart. This video outlines the value we provide and what it means to have a fiduciary acting on your behalf.    ...

  4.  How to Reduce Debt

    Last Updated: 04/12/2021 in Video Library
    This video shows you ways to reduce debt and regain control of your personal finances.  

  5.  War For Your Wallet

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    There's a war being waged for your wallet. Fight the urge to splurge, spend wisely and win for your financial future.   ...

  6.  How to Save for Retirement

    Last Updated: 04/12/2021 in Video Library
    Financial security in retirement takes planning and commitment. You can do it, here's how.  

  7.  Business Planning

    Last Updated: 04/12/2021 in Video Library
    Many business owners are too busy running their company today to prepare a solid succession plan. This video offers a checklist for a smooth ownership transition in the future.

  8.  Teach Your Kids the Golden Rule of Personal Finance

    Last Updated: 04/12/2021 in Video Library
    Do your kids know the golden rule of personal finance? Spend Less Than You Earn. Use this video to show them that spending less than they earn is their ticket to a successful financial future.   ...

  9.  Retirement Education

    Last Updated: 04/12/2021 in Video Library
    95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.  

  10.  Retirement Income Education

    Last Updated: 04/12/2021 in Video Library
    To retire right you need to know what to do with what you've saved. Do you know your retirement options?  

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