Video Learning Library



College Savings

Elder Care

How to Reduce Debt

How to Save for College

How to Save for Retirement



Asset Allocation


Protecting Your Family

How do business owners, whose families are financially dependent on income provided by the business, protect their family's lifestyle in the event of their death?

Tax Diversify Your
Retirement Income

How do business owners build wealth for their own retirement while trying to reduce the income taxes they have to pay?

Retaining Management

How do privately held companies motivate and incentivize key employees to stay long-term and contribute to the owners overall success?


Business Asset Strategies

How do business owners prepare to unlock the value of their business so they give themselves the best chance of realizing its full value?

Building Cash

How do business owners build and maintain the cash they need to operate the business in a prudent and tax-efficient manner?

Protecting Your Business

How do businesses prepare for the sudden death of an owner and its impact on customers, employees, lenders and suppliers?


Protecting Your Partner

How do business owners deal with the void left by the unexpected death of a business partner?

How to Retain Key Employees

How do medical practices reward and retain their key employees while mitigating financial risk?


How do medical practices address the retirement concerns of their employees?


Why Retain Employees

How do medical practices identify the costs of high employee turnover and the negative effect it has on revenues?

IRA Wealth Maximization

How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?