Elements in Focus

Critical Element of the Week: Investment Playbook Element In Focus: You vs. You – There Is No Comparison March 1, 2024 Presented by: Aaron Rheaume,

Critical Element of the Week: Your Life After Work Element In Focus: Understanding Standard of Living February 16, 2024 Presented by: Aaron Rheaume, CKA® and

Critical Element of the Week: Legacy Planning Element In Focus: Taking Care of YOU February 9, 2024 Presented by: Aaron Rheaume, CKA® and Grant Soliven,

Critical Element of the Week: Risk Management & Life Happens Element In Focus: Ways to Transfer Risk February 2, 2024 Presented by: Aaron Rheaume, CKA®

Critical Element of the Week: Investment Playbook Element In Focus: Elections vs. Volatility January 26, 2024 Presented by: Aaron Rheaume, CKA® and Grant Soliven, AIF®

Critical Element of the Week: Tax Planning This Week’s Focus: Updates to Tax Code Elements in Focus – January 19, 2024 Presented by: Aaron Rheaume,

Critical Element of the Week: Your Life After Work This Week’s Focus: New Year Same Journey Elements in Focus – January 12, 2024 Presented by:

Special Edition: a discussion about the essential elements of financial planning. Elements in Focus – January 5, 2024 Presented by: Grant Soliven, AIF® #FinancialEnhancementGroup #YourLifeAfterWork

Critical Element of the Week: Investment Playbook This Week’s Focus: Don’t Forget to Harvest Your Gains And Losses Elements in Focus – December 22, 2023

Critical Element of the Week: Tax Planning This Week’s Focus: Buttoning Up Your Tax Planning Elements in Focus – December 15, 2023 Presented by: Aaron

Critical Element of the Week: Your Life After Work This Week’s Focus: Gifts From Your Estate Elements in Focus – December 8, 2023 Presented by:

Critical Element of the Week: Legacy Planning This Week’s Focus: Beneficiary Check Up And Plan Review Elements in Focus – December 1, 2023 Presented by:

Critical Element of the Week: Legacy Planning This Week’s Focus: Probate – For The Unprepared Elements in Focus – November 24, 2023 Presented by: Aaron

Critical Element of the Week: Risk Management & Life Happens This Week’s Focus: Annuities – Understanding Their True Purpose Elements in Focus – November 17,

Critical Element of the Week: Investment Playbook This Week’s Focus: Why Alternatives And What Are They? Elements in Focus – November 10, 2023 Presented by:

November 3, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Affordable Care Act – Pre Medicare – Tax