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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
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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