Elements in Focus

Critical Element of the Week: Legacy Planning This Week’s Focus: Things To Consider When Receiving An Inheritance Elements in Focus – November 15, 2024 Presented

Critical Element of the Week: Risk Management & Life Happens This Week’s Focus: Long Term Care – What is Out There Anymore? Elements in Focus

Critical Element of the Week: Investment Playbook This Week’s Focus: The Case For Alternative Investing – What Options Do You Have? Elements in Focus –

Critical Element of the Week: Tax Planning This Week’s Focus: Year End Tax Planning Is Upon Us – What Should you Do to Prepare Elements

Critical Element of the Week: Your Life After Work This Week’s Focus: Psychology of Retirement – What You Must Know Elements in Focus – October

Critical Element of the Week: Legacy Planning This Week’s Focus: Utilizing Trusts To Gift Assets So Uncle Sam Gets Less Elements in Focus – October

Critical Element of the Week: Risk Management & Life Happens This Week’s Focus: How Much Insurance Should I Have? Elements in Focus – October 4,

Critical Element of the Week: Investment Playbook This Week’s Focus: Annuities – Where Do They Fit Into My Plan? Elements in Focus – September 27,

Critical Element of the Week: Tax Planning This Week’s Focus: Putting Together My Tax Plan For Year End Elements in Focus – September 20, 2024

Critical Element of the Week: Your Life After Work This Week’s Focus: Selling My Business – Where Do I Start? Elements in Focus – September

Critical Element of the Week: Legacy Planning This Week’s Focus: Successor Trustee – What Does it take? Elements in Focus – September 06, 2024 Presented

Critical Element of the Week: Risk Management & Life Happens This Week’s Focus: Protect Retirement with Insurance Elements in Focus – August 30, 2024 Presented

Critical Element of the Week: Investment Playbook This Week’s Focus: What is Diversification? Elements in Focus – August 23, 2024 Presented by: Aaron Rheaume, CKA®,

Critical Element of the Week: Tax Planning This Week’s Focus: (NUA) Net Unrealized Appreciation Elements in Focus – August 16, 2024 Presented by: Aaron Rheaume,

Critical Element of the Week: Your Life After Work This Week’s Focus: Should I be debt-free in Retirement? Elements in Focus – August 09, 2024

Critical Element of the Week: Legacy Planning This Week’s Focus: Trust Protector, Who is it? Elements in Focus – August 02, 2024 Presented by: Aaron

Critical Element of the Week: Risk Management & Life Happens This Week’s Focus: How Will My Medical Expenses be Covered in Retirement? Elements in Focus

Critical Element of the Week: Investment Playbook This Week’s Focus: Understanding Risk and Your Tolerance to it Elements in Focus – July 19, 2024 Presented

Critical Element of the Week: Tax Planning This Week’s Focus: Lower Taxes in Retirement is a Lie! Elements in Focus – July 12, 2024 Presented

Critical Element of the Week: Your Life After Work This Week’s Focus: When Can I Retire? Elements in Focus – July 5 2024 Presented by:

Critical Element of the Week: Legacy Planning This Week’s Focus: Unequal Beneficiaries Elements in Focus – June 28, 2024 Presented by: Aaron Rheaume, CKA®, and