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Annual Review

A lot can happen in the course of a year... and it usually does. Learn how a yearly financial checkup can help keep you on track towards achieving your financial goals.

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Client

Keep organized and on track to reach important financial goals.

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College Savings

60% of families don't have a college savings strategy. Learn what you need to know to get started.

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Consequences

We've all made bad decisions. This video shows how you can improve your odds of making good financial choices with the latest technology that supports the advisor's expertise.

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Elder Care

Taking care of one's aging parents can be emotional and expensive. This video provides a checklist on what to do.

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For the Executive

Financial planning can help with employee benefits, stock option planning and executive compensation.

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Family View

Managing personal finances can overwhelm many aging seniors. eMoney helps your clients monitor their parents’ complete financial picture so they can provide support if necessary.

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Medical Professional

Medical Professionals spend their time helping others with little time left to take care of their own financial health.

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For the Retiree

You've built your nest egg over time. We can help you enjoy the rewards of your life's efforts.

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Retirement Income Education

To retire right you need to know what to do with what you've saved. Do you know your retirement options?

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What's in A Number

What's in a number? Financial planning keeps you organized and in-the-know.

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Wills

A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.

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