Videos
A Journey of Generosity
THE PAUL D. WACHHOLZ FAMILY & MICHELLE CLARY
The Piton Investment Philosophy and Process
MICHELLE A. CLARY, CFP®, ChFC®, CLU®, RICP®, AEP®, CEO, Senior Wealth Advisor & CHUCK ETZWEILER, MBA, CFP®, CIMA®, CMT, Senior Vice-President of Research
Current and Recent video:
Retirement Planning with Purpose and Precision
NICHOLAS MERCER, CFP® WEALTH ADVISOR II
Financial Planning for Physicians
MICHELLE A. CLARY, CFP®, ChFC®, CLU®, RICP®, AEP®, CEO and SENIOR WEALTH ADVISOR
Financial Planning for Widowhood
AARON ELLS, CFP®, CDFA® WEALTH ADVISOR II
Read the special issue of Fresh Advice: Financial Planning for the Loss of a Spouse: The When and the How
Companion checklist: Financial Planning for the Loss of a Spouse:
Trump Accounts: Jumpstart Your Children's Future
AARON MCGAUGHEY, CFP® WEALTH ADVISOR I
Social Security: Options to Help You Maximize Your Benefits
AARON MCGAUGHEY, CFP® WEALTH ADVISOR I
Earlier videos:
Estate Planning: Giving
MICHELLE CLARY, FOUNDER/CEO
Financial Basecamp
What Is Your Number?
IRA: Planning Ahead
NICK MERCER, WEALTH ADVISOR, CFP®
Roth Conversions
MICHELLE CLARY, FOUNDER/CEO