On My Own Two Feet CHQ (2019)

On My Own Two Feet CHQ (2019)

May 10, 2020

3 Day Program given last year targeting women concerned about taking over their own finances should they find themselves alone or...

Where to Invest CHQ (2019)

May 10, 2020

Here is complete lesson for Day 1 for 2019.  2020 will be updated, but the content is already webinar...
Susie video lesson

Video Lesson: Investment Advice for New Parents

August 22, 2019

Becoming new parents is very exciting but it also involves a lot of new responsibilities.  Organizing your financial affairs...
What are ETFs lesson

Video Lesson: What are ETFs?

August 6, 2019

Exchange traded funds can help diversify your portfolio and augment your investment strategy in a low-cost, tax efficient...
IRA or Roth IRA lesson

Video Lesson: IRA vs Roth IRA

August 6, 2019

It’s never too early to plan for retirement.  Check out Elaine’s video to learn which IRA is the best fit for...
Buy or rent video lesson

Video Lesson: Buy or Rent

August 6, 2019

Are you thinking of downsizing?  Have you considered renting in retirement?  Check out Liz’s video to learn more about the...

A Guide to Finding Your Financial Advisor

July 8, 2019

Finding a financial advisor can take time, effort and patience. Whether you’ve never used an advisor before or seek fresh, new...

Strategies For Your Charitable Planning

July 7, 2019

Based on the Giving USA 2018 report, Americans are the most charitable people in the world, contributing over $400 billion to...

Planning Your Next Move? Explore Renting

July 7, 2019

As you plan your next move, consider how your next home purchase might affect your wealth and future lifestyle. It is no longer...

Strategic Educational Funding for the Next Generation

July 7, 2019

For anyone who hopes to maintain at least a middle-class lifestyle, a degree from a higher education institution has become a...

It’s Tax Time: Here are 5 Tax Management Tips

July 7, 2019

It’s tax season and the April 17th filing deadline is near. We know you are always looking for ways to potentially lower your...

Thriving in Turbulent Times

July 7, 2019

Markets can be very uncertain at times with major indices dropping and recoving multiple times in just a few short months. Major...
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