Recorded Webinars

By ari | March 27, 2015

Recorded

  • August 22, 2016 Your Home as a Retirement Planning Strategy

    http://boulevardr.wistia.com/medias/z5iy3l5vb9?embedType=iframe&videoFoam=true&videoWidth=560 For quick reference: "Reasons to use a reverse mortgage" starts at 3:00 minutes "Wade D. Pfau, PhD research" starts at 15:05 minutes "Traditional last resort funding" example starts at 17:45 minutes "What is HECM?" starts at 21:10 minutes "HECM Basics" starts at 25:06 minutes "How the equity can be used" starts at 27:45 minutes "Costs vary" starts at 30:10 minutes "What happens when the loan ends?" starts at 33:00 minutes "Example of using HECM" starts at 34:05 minutes "Is this a good choice?" starts at 35:25 minutes "Choosing a lender" starts at 37:10 minutes

  • May 10, 2016 Saving and Investing for Retirement

    For your viewing convenience, this webinar has been broken into chapters covering (1) How Saving Now Grows (2) How the Matching Contribution Increases your Bottom Line (3) How to Invest Overview (4) Stocks and Stock Funds (5) Bonds and Bond Funds (6) Historical Investment Returns (7) General Rebalancing and Asset Allocation (8) Take Aways (9) Question and Answers

  • February 1, 2016 Wills and Trusts

    For your viewing convenience this webinar has been broken down into chapters covering (1) What is a Will? (2) What Happens When you Die? (3) What Happens When you Die without a Will? (4) When is a Will Not a Will? (5) What is a Trust? (6) What Set up a Trust? (7) What do I Need? (8) Audience Questions

  • October 20, 2015 Creating an Emergency Fund

    For your viewing convenience, this webinar has been broken into chapters, including: (1) How much Money should you set aside? (2) Example Scenarios (3) Where should you keep your reserve? (4) What if building a reserve is hard? (5) Why build a reserve? and (6) Q&As

  • July 16, 2015 Budgeting for Your Financial Future

    For your viewing convenience, this webinar has been broken into chapters covering (1) Intro to Budgeting (2) Where is Your Money Going? (3) Realistically Attack Your Expenses (4) Q&A1: How Do I Fit Retirement Savings Into My Budget? (5) Q&A2: Save More vs. Pay Off Credit Cards? (6) Q&A3: How Does a Cash Bonus Fit Into My Budget? (7) Q&A4: How to Manage Large Student Loan Debt & Retirement Savings? (8) Q&A5: Once I've Paid Down Debt, Do I Put Money into 401(k) or Child's College Fund?

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