Broker Check

2022 Video Library

State of the Market

State of the Market

Listen to this webinar on how the economy and stock market performed during the previous year and factors that could shape the next year.

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Risk Management

Risk Management

Listen to this webinar on ways to mitigate risk and strategies to navigate market volatility. Managing market risk can play a key role in successful retirement planning.

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Tax Planning

Tax Planning

Listen to this webinar on how your current investment assets could be impacted and what options you may have today to help with your tax exposure while keeping you on track with your retirement planning goals.

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Smart Women Finish Rich

Smart Women Finish Rich

Listen to this webinar on how women can be prepared when it comes to their financial wellness and future.

Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

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Financial Planning for Young Professionals

Financial Planning for Young Professionals

Listen to this webinar exploring keys to financial success at an early age.

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Social Security, Medicare, and Supplements

Social Security, Medicare, and Supplements

Listen to this webinar on Social Security and Medicare/Supplements.

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Legacy Planning & Life Insurance

Legacy Planning & Life Insurance

Tune in to this webinar on Legacy Planning and Life Insurance.

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Tax Planning & Roth Conversions

Tax Planning & Roth Conversions

Watch the webinar on Tax Planning and Roth Conversions.

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Disclosures: 

Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. Not associated with or endorsed by the Social Security Administration or any other government agency. Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.