Video: Fraud & Scams Update
In the above video, we are going to take a deeper dive into examples and warning signs of potential fraud and scams.
Year End Wrap Up & Thoughts for the Year Ahead
Original air date: December 6, 2022 - As the end of the year approaches, this is the perfect time to assess planning opportunities that may be beneficial to you. Join us as we recap 2022 and share our thoughts on what may lie ahead in 2023 for the economy and markets.
The Only Book You'll Ever Need for an Organized Estate: Two-Part Seminar
During this two-part workshop, each participant will receive the "My Estate Organizer" that is meant to provide clear information and personal direction to your loved ones and executor about steps that should be taken and how best to proceed in taking care of your affairs.
Virtual Event - Achieving Balance with Dr. Travis Parry
Original Air Date: October 25, 2022 - Join us live as Dr. Travis Parry educates and entertains by sharing his Make Time Method™ to help people de-stress their lives and realize more joy. In this talk, he will debunk the 3 Myths of Balance and explain the keys to actually achieving it.
What’s New in Medicare?
Original air date: 10/6/2022. Medicare doesn’t have to be confusing. If you are new to Medicare or have questions about your current plan, you’re in the right spot!
We Mean Business! What Do Successful Business Owners Need to Know?
Original air date: 8/30/2022. The number of new businesses continues to increase. While many have the natural skill sets that enhance their ability to be successful entrepreneurs, there are important skills, such as financial know-how, that do not necessarily come easy. This session can help fill in those blanks.