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Featured Courses

Retirement Accounts
Learn the pros and cons of each of the 6 options you have with your retirement account when you leave your job

Investments
To Be Scheduled
Are the investments in your portfolio correlated to how much risk you need to take to ensure a secure retirement?

Taxes
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Lear how to take advantage of the three most recent massive tax law changes: TCJPA, SECURE Act, CARES Act

Estate Planning
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Learn about estate planning laws and legacy building strategies related to wealth preservation and taxation.

Business Owners
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Learn about how to calculate the value of your business and how it can help in planning for your business and life in general

Social Security
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Learn how to analyze when the best time to apply for social security is to maximize your benefits