Financial Focus

Watch at your convenience –
FREE Financial Wellness Mini-Classes

are shorter versions of our in-person classes.

If you have questions or would like to make an appointment please call us at 1-800-345-3155 ext. 2


Financial Advisor Licensing

September 15, 2020

Types of Financial Advisors

August 31, 2020

Qualified Dividends

August 17, 2020

When to Pull Back Risk

August 17, 2020

Taxation Upon Death

August 10, 2020

Retirement’s Hierarchy of Needs and YOU

August 3, 2020

Reverse Mortgages

July 27, 2020

Funding Long Term Care with Life Insurance

July 20, 2020

Click here for our slide show: Long-Term Care Protection Strategies.

Your Social Security Benefits

July 13, 2020




Please email us at

to request your FREE report –
Guide to Maximizing Your Social Security Benefits”


Required Minimum Distributions

July 6, 2020

When You NEED Safe Investments

June 23, 2020




Please email us at

to request your FREE report –

“Sequence of Returns”


Safe Investing: Bonds

June 15, 2020

Safe Investing: New and Emerging

June 8, 2020

Safe Investing: Fixed Index Annuities

June 2, 2020

Safe Investing: Fixed Annuities

May 26, 2020




Please email us at

to request your FREE report –

“Barclays QIS Insights”



  • CARES Act – What You NEED to KNOW
  • Building Your Financial Plan
  • Hey Scott thanks for your mini training sessions. They’re very informative I enjoy being reminded and learning new things. I did have a question about RMDs. Even though I’m taking minimum required distribution can I still transfer extra money into my Roth IRA or does that ability stop once you’re required to take the RMD? And if it is still possible since there wavering the RMD for 2020 can that be put into my Roth rather than just not take it?

    • Hi Stephen,
      You ARE allowed to convert to Roth any time you like as long as it is not your RMD. This is a good year to consider because there is no RMD but it is always about taxation when deciding how much to convert. Let us know if you want to get together to review.
      1-800-345-3155 ext. 1

  • Thank you so very much for including me in the e-education. It was great to see this come through. I appreciate being part of this exceptional group and look forward to learning and keeping on track with what to do for retirement.

    Skeeter Lynch, Prescott AZ

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