Elements in Focus

Critical Element of the Week: Investment Playbook This Week’s Focus: Sustainable Financial Planning Trends Elements in Focus – March 14, 2025 Presented by: Aaron Rheaume,

Critical Element of the Week: Tax Planning This Week’s Focus: Optimizing Deductions Elements in Focus – March 7, 2025 Presented by: Aaron Rheaume, CKA®, and

Critical Element of the Week: Your Life After Work This Week’s Focus: Planning for Early Retirement Elements in Focus – February 28, 2025 Presented by:

Critical Element of the Week: Legacy Planning This Week’s Focus: Estate Planning in a Digital Age Elements in Focus – February 21, 2025 Presented by:

Critical Element of the Week: Investment Playbook This Week’s Focus: Emerging Market Opportunities Elements in Focus – February 7, 2025 Presented by: Aaron Rheaume, CKA®,

Critical Element of the Week: Life Happens This Week’s Focus: Insurance Innovations Elements in Focus – February 14, 2025 Presented by: Aaron Rheaume, CKA®, and

Critical Element of the Week: Tax Planning This Week’s Focus: Leveraging Tax Credits – What Are They and How Can You Leverage Them? Elements in

Critical Element of the Week: Your Life After Work This Week’s Focus: Understanding Retirement Income Streams Elements in Focus – January 24, 2025 Presented by:

Critical Element of the Week: Legacy Planning This Week’s Focus: Dynasty Trusts In Indiana Elements in Focus – January 17, 2025 Presented by: Aaron Rheaume,

Critical Element of the Week: Legacy Planning This Week’s Focus: New Year, Time to review your coverage? Elements in Focus – January 10, 2025 Presented

Critical Element of the Week: Investment Playbook This Week’s Focus: New Year, New Investment Strategy? Elements in Focus – January 3, 2025 Presented by: Aaron

Critical Element of the Week: Tax Planning This Week’s Focus: Very Very Last Minute Tax Planning Reminders Elements in Focus – December 27, 2024 Presented

Critical Element of the Week: Your Life After Work This Week’s Focus: Retirement Planning Consideration Elements in Focus – December 20, 2024 Presented by: Aaron

Critical Element of the Week: Legacy Planning This Week’s Focus: Why Listing Beneficiaries Is a Must for Your Financial Peace of Mind Elements in Focus

Critical Element of the Week: Your Life After Work This Week’s Focus: Part 1: The Basics of Effective Year-End Tax Planning 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