Elements in Focus

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

Critical Element of the Week: Legacy Planning This Week’s Focus: Setting Up a Plan Elements in Focus – May 24, 2024 Presented by: Aaron Rheaume,

Critical Element of the Week: Risk Management & Life Happens This Week’s Focus: Most Costly Disaster Elements in Focus – May 17, 2024 Presented by:

Critical Element of the Week: Investment Playbook This Week’s Focus: Alternative Investments Elements in Focus – May 10, 2024 Presented by: Aaron Rheaume, CKA®, and

Critical Element of the Week: Tax Planning This Week’s Focus: Partnerships and Real Estate   Elements in Focus – May 3, 2024 Presented by: Aaron

Critical Element of the Week: Your Life After Work Element In Focus: Budgeting April 26, 2024 Presented by: Aaron Rheaume, CKA® and Grant Soliven, AIF®

Critical Element of the Week: Legacy Planning Element In Focus: What You Should Tell Beneficiaries April 19, 2024 Presented by: Aaron Rheaume, CKA® and Grant

Critical Element of the Week: Risk Management & Life Happens Element In Focus: How Life Insurance Has Changed April 12, 2024 Presented by: Aaron Rheaume,

Critical Element of the Week: Investment Playbook Element In Focus: Market Capitalization – Dangers of Index April 05, 2024 Presented by: Aaron Rheaume, CKA® and

Critical Element of the Week: Tax Planning Element In Focus: Sole Proprietor and Pass-Through Entity March 29, 2024 Presented by: Aaron Rheaume, CKA® and Grant

Critical Element of the Week: Your Life After Work Element In Focus: Goal Setting March 22, 2024 Presented by: Aaron Rheaume, CKA® and Grant Soliven,

Critical Element of the Week: Legacy Planning Element In Focus: Taking Care of HEIRS March 15, 2024 Presented by: Aaron Rheaume, CKA® and Grant Soliven,

Critical Element of the Week: Risk Management & Life Happens Element In Focus: Health & Reassessing Your Insurance Products March 8, 2024 Presented by: Aaron