Replays & Whiteboard Wisdom Copy

Navigating Video Chapters

To navigate to specific chapters:
1. Open the video full screen using the expand button
2. Open the chapter menu (the three white lines)
3. Click on the chapter you want to jump to

Module 1
Intro Call – July 27, 2021


Module 1 – Mindset
Module 2
August 5th

August 12th

Module 3
August 26th

September 2nd

Module 4
September 9th

Whiteboard Wisdom
Meeting Clients Where They Are

Estate Planning

Tax Diversification

Tax Loss Harvesting

Long Term Care Options

Direct vs. Non-Direct Recognition Assets

Product vs. Idea