Elements in Focus

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

Critical Element of the Week: Risk Management & Life Happens This Week’s Focus: The Case For Income Protection Elements in Focus – June 21, 2024

Critical Element of the Week: Investment Playbook This Week’s Focus: Is Volatility Bad? Elements in Focus – June 14, 2024 Presented by: Aaron Rheaume, CKA®,

Critical Element of the Week: Tax Planning This Week’s Focus: Two C’s Of Roths Elements in Focus – June 7, 2024 Presented by: Aaron Rheaume,

Critical Element of the Week: Your Life After Work This Week’s Focus: Retirement Practice Year Elements in Focus – May 31, 2024 Presented by: Aaron