Category: Educational Videos

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    Chessman Wealth Strategies Update

    Videos

    Chessman Wealth Strategies Update

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    Client Experience

    Videos

    Client Experience

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    Divorce & Finance

    Videos

    Divorce & Finance

    Watch the video below to learn about the 6 most common financial divorce mistakes and how to avoid them.

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    3 Reasons To Consider Long-Term Care Coverage

    Videos

    3 Reasons To Consider Long-Term Care Coverage

    Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor could help.

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    How Millennials Can Pursue Financial Success

    Videos

    How Millennials Can Pursue Financial Success

    Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to learn how a trusted financial advisor can help.

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    Life & Money

    Videos

    Life & Money

    We view your wealth as a tool to help you get the things you want out of life. How do you prioritize spending versus saving? Watch this video to learn how these decisions can impact your long-term goals.

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    Diversified Growth

    Videos

    Diversified Growth

    Watch this video to learn about the Diversified Growth strategy.

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    Diversified Tactical

    Videos

    Diversified Tactical

    Watch this video to learn about the Diversified Tactical Strategy.

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    All Seasons

    Videos

    All Seasons

    Check out this video to learn about this strategy.

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    Estate Planning

    Videos

    Estate Planning

    Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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