So, You’ve Just Started Out

So, You’ve Just Started Out

December 20, 2022

You got the job; you finally have some recurring income! It is exciting to start a career and an independent life, but it also...

Understanding Your 401(k)

December 19, 2022

More and more employers offer a 401(k) plan for retirement savings. This can be a great benefit, but you might not really...

Video Lesson: Understanding Intra Family Loans

October 11, 2022

Learn more about intra family loans with Senior Wealth Advisor Susie McLane,...

Video Lesson: Individual Bonds vs. Bond Funds

October 5, 2022

Learn the difference between individual bond and bond funds with Investment Manger Chris Gula,...

Ways to Start Saving

July 22, 2022

Senior Wealth Advisor Susie McLane shares tips on saving to help you along your financial journey. Listen to the podcast...

Establishing Your Emergency Fund

April 7, 2022

Susie McLane discusses emergency funds and how to establish one of your own. Listen to the full conversation below. Summit...

Video Workshop: Planning for Transition

December 21, 2021


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...
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...

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