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  1.  Economic Reality: Americans overspend and under save

    Last Updated: 04/12/2021 in Video Library
    Americans overspend and under save. We must strengthen our personal economies to save America's economy.  

  2.  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.

  3.  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.  

  4.  Trusts: Manage how you leave assets to your family

    Last Updated: 04/12/2021 in Video Library
    Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.   ...

  5.  Life Insurance: How protected is your family?

    Last Updated: 04/12/2021 in Video Library
    Life insurance protects. 70% of those with coverage only have enough to replace 3.5 years of income. How protected is your family?   ...

  6.  How do I Budget?

    Last Updated: 04/12/2021 in Video Library
    Learning to budget is essential to any healthy financial life. Watch this video to learn the basics of budgeting to learn how to make every penny count.   ...

  7.  Irrevocable Life Insurance Trust

    Last Updated: 04/12/2021 in Video Library
    Irrevocable Life Insurance Trusts (ILIT) can provide financial control and tax efficiencies. This video shows you how it works.   ...

  8.  The Power of a Trust

    Last Updated: 04/12/2021 in Video Library
    There are a lot of ways to plan for the future. Trusts can help protect your assets so you can create a lasting legacy for the ones you love the most.   ...

  9.  How to Save for College

    Last Updated: 04/12/2021 in Video Library
    This video shows you effective strategies how to pay for the high price of higher education.  

  10.  War For Your Wallet

    Last Updated: 04/12/2021 in Video Library
    There's a war being waged for your wallet. Fight the urge to splurge, spend wisely and win for your financial future.   ...

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