2017-09

Financial Mythbusters

Your advisor might be a great guy, but that doesn't mean he's the best fit for you. Learn why the nice-guy argument doesn't hold up, de-bunk some financial myths, and examine the missteps even responsible savers can make.

Planning For The Fourth Quarter

It's easy to procrastinate, but we'll show you the importance of urgency in retirement planning. We'll also play the blame game and do a little fourth quarter planning.

Financial Security

Find out what "financial security" could mean to you. Learn why your 401(k) isn't perfect. Finally, hear the stories of clients who have experienced disaster in their portfolio.

Unique Financial Challenges

We'll tackle the unique challenges you could face in retirement. We'll also unpack some financial demographics and statistics.