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Recordings

Healthcare Planning

Are you prepared for future health care costs? Watch this video to find out why it’s important to plan now for the high cost of health care in retirement.

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College Savings

Higher education provides your children with lifelong advantages. This video explains the importance of getting started with a college savings strategy as soon as possible.

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#Goals

Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path and ensure you stay the course.

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