Video Library

Welcome to our ever-expanding video library! We cover topics including estate planning, Medicare, Social Security, and more. We hope you and your loved ones find these videos helpful, and if you have any questions or suggestions of a topic you'd like to learn more about, feel free to reach out to me.

Register for our upcoming webinars here.

Social Security


Grace Bumpus, CFP® of Putnam Investments covers 5 things you should know about social security.

Medicare 101


Are you nearing Medicare eligibility? Familiarize yourself with the ins and outs of Medicare Parts A, B, C, and D to make well-informed choices.

Financial Literacy for the Next Generation


Wherever you stand in your financial journey, join us as we review the basics of accumulating, protecting, and distributing your finances.

Estate Planning Explained in a Way We Can All Understand


Estate planning attorney Scott Keifer presents a straightforward approach to planning for yourself and your loved ones.

Options for Long-Term Care Insurance


Have you considered your long-term care plan? Learn more about your insurance options, reduce family stress, and ensure care for yourself today and in the future.

Retain Your Brain


Learn how to age-proof your most valuable asset.

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