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Educational Content

Mitigating Risk In Your Investment Portfolio

Mitigating Risk In Your Investment Portfolio

This is a recorded webinar that illustrates the value of diversification in an investment portfolio.

Click here for the recorded webinar
8 Strategies to Fund Long Term Care

8 Strategies to Fund Long Term Care

This is a short video on some of the different ways to fund Long Term Care. If you would like to evaluate if one of these strategies would work for you, please schedule a time to talk with us!

Click Here for the Recorded Webinar
Demystifying Annuities: The 4 Types and How to Use Them.

Demystifying Annuities: The 4 Types and How to Use Them.

You hear the word annuity a lot when on the TV, Radio, and in articles. We have found that this tool can be a bit complicated and most people are more confused after buying one then before they started. This is an brief video explaining the four different types of annuities and how they can work for you in retirement. If you would like to learn more please schedule a time to talk with Wesley or Stephen on how annuities may benefit you.

Click Here for the Recorded Webinar
Social Security Selection

Social Security Selection

This is a short educational video about Social Security Selection and how it can affect you. If you would like more of a personal opinion on your Social Security hit the schedule button in the top right and schedule a time to talk with Wesley!

Click Here for the Recorded Webianr