VIDEO ARCHIVE

Our clients are well-educated and intentional about their financial decisions. We offer a series of educational sessions targeted to various levels of expertise to help keep our clients informed.

New & Fresh This Quarter

Downsizing
TRIXY GLASGOW, DIRECTOR OF OPERATIONS

Navigated Journey®
AARON ELLS, WEALTH ADVISOR, CFP®

The Piton Difference
MICHELLE CLARY, FOUNDER/CEO

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Donor Advised Funds
AARON ELLS, WEALTH ADVISOR, CFP®

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Estate Taxes
DAREN SKONORD, WEALTH ADVISOR, ChFC®

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Medicare Premiums
DAREN SKONORD, WEALTH ADVISOR, ChFC®

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Analyzing Inflation
MICHELLE CLARY, FOUNDER/CEO

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Market Volatility
KAITILIN NEWMAN, ASSOCIATE WEALTH ADVISOR, CRPC®

Recent & Ongoing

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Long-Term Care Insurance
KAITILIN NEWMAN, ASSOCIATE WEALTH ADVISOR, CRPC®

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Estate Planning: Giving
MICHELLE CLARY, FOUNDER/CEO

Planning Ahead for Your College Career
Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP®, Founder/CEO and Drs. Rich and Marilyn Quadrel of Sage College Planning Prep

This video interview took place in advance of an event in July, 2022, but still contains generally useful information about college planning.

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Long-Term Care Insurance
NICK MERCER, WEALTH ADVISOR, CFP®

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IRA: Planning Ahead
NICK MERCER, WEALTH ADVISOR, CFP®

Facebook Live - Strategizing for a Low-Tax Retirement

Roth Conversions
MICHELLE CLARY, FOUNDER/CEO

Charitable Gift Annuities
NICK MERCER, WEALTH ADVISOR CFP®

Facebook Live-
Decoding the Pension Puzzle

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Financial Basecamp

What Is Your Number?

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Farther Along the Trail

Backdoor Roth IRA Funding

Facebook Live - Busting Common Life Insurance Myths

Facebook Live - Donor Advised Funds

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The Piton Investment
Philosophy and Process
MICHELLE CLARY,FOUNDER/CEO, 
AND CHUCK ETZWEILER, SENIOR VICE PRESIDENT OF RESEARCH

Archives

Presidential Election

Strategic Planning Pre-election

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