2024 Video Library
Financial Fitness: New Year! New You!
Listen to our first Your Financial Roadmap webinar of 2024, which covers practical strategies for budgeting.
Protect the Ones You Love: Having the Right Insurance for the Future
Tune in to this webinar where we discuss life insurance, proper home/auto/rental coverage, and umbrella insurance.
To Roth or Not to Roth
Watch this webinar replay to understand the differences between Pre-Tax (Traditional) and Roth accounts and their significance in your retirement savings journey.
Spring Clean Your Spending
Listen to this webinar recording to learn how to declutter your finances. You can also download our budgeting spreadsheet to help you stay on track!
Investing 101
Watch a replay of our most recent webinar, where we explore the topic of investing and how to make your money work for you through investments.
Decoding Debt: Good vs. Bad
Did you know not all debt is bad? Tune in to this webinar to learn more about good vs. bad debt and how to manage it.
Financial Clarity
We're gazing ahead toward the future in this recording! Whether you are starting a revolution or looking to optimize your current strategies, we will explore the best ways to maximize your finances.
College Saving Strategies
In this webinar replay, we share several strategies to assist with college tuition fees for your children or grandchildren.
If 401(k) Was a Destination, How Would You Get There?
Tune in to our most recent webinar replay! We discuss your employer’s retirement savings program and share tips to take advantage of it so you can stay on a path to retirement.
The Advantages of Health Savings Accounts (HSA)
Watch our webinar on HSAs (Health Savings Accounts) to learn more about how they can be used for both current healthcare expenses and future retirement savings.
Estate Planning 101
Tune in to learn the basics of protecting and managing your assets for the future! In this replay, we cover everything from wills and trusts to health care directives and powers of attorney.
What Does Your Retirement Destination Look Like?
In this webinar replay , we discuss income resources during retirement, ultimately empowering you to achieve your desired financial independence.
April 16 Recording
View our update on the state of the market and economy from April 16, 2024.
July 16 Recording
Tune in to the replay of our market and economy update from quarter two.
October 15 Recording
Revisit the key highlights from quarter three with our market and economy update replay.