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
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