Videos
We are committed to making our clients’ lives richer in every way possible. Our educational finance videos are available for your empowerment.
Savvy Generational Planning: Six Steps to Legacy Planning for the Generations
If you died tomorrow, how would your assets be distributed? Do you even know? Tune into this webinar to kickstart your estate planning, and learn
Savvy IRA Planning for Boomers – Strategies to help you save taxes and get more out of your IRA
A lot of people have a plan for accumulating money for retirement, but far too often, that’s where the planning stops. That’s not good enough.
Key Birthdays Webinar – Do you have a milestone birthday approaching?
In our free Key Birthdays webinar, Greg will cover milestone ages you may be reaching this year, and the financial implications of not being prepared.
Savvy Social Security Planning – What Baby Boomers Need To Know About Their Retirement Income
People are hurting their retirements by making terrible, costly decisions about Social Security. In this webinar, Greg will share claiming strategies that allow you to
Savvy Tax Planning – How Tax Planning Changes Through Four Stages of Retirement
This webinar by Greg of The Wealth Transition Collective, will inform you of the challenges of tax planning during the four stages in retirement.
The New Retirement Rules Webinar
The SECURE Act changes the retirement rules for individuals and companies, which means current and future retirement plans need to be reviewed and adjusted. Watch,
Estate Planning in the time of Coronavirus
If ever there was a time for people to get their affairs in order, this is it. Many of us are already feeling some anxiety
Creating a successful business succession plan
A good succession plan creates a blueprint for ownership transfer as you exit your business. Greg shares tips for creating your succession plan.
6 Steps for protecting your wealth during a divorce
Greg shares 6 steps for protecting your wealth during a divorce.
