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Latest Video's
What's New For Medicare? Medicare 101 & Changes for 2023
- United Healthcare Get To Know Medicare PowerPoint Presentation: Download Slides
- Dublin Health & Benefit Group, LLC: Visit Website
2023 Market Outlook with John Buchanan, VP & Senior Portfolio Specialist for Savos Investments & Market Blend Portfolios
Understanding Alzheimer's & Dementia: Melissa Grenier, Regional Manager for the State of NH's Alzheimer's Association.
2023 Market Outlook with Marta Norton, Chartered Financial Analyst & CIO of Americas at Morningstar Investment Management
529 College Savings Webinar Related Links & Downloads
- John Hancock Freedom 529 College Savings Plan: Click Here
- American Funds College America 529 College Savings Plan: Click Here
- Frequently Asked Questions About 529 Plans: Click Here
- Secure Act 2.0 Additional 529 Benefits: Click Here
- Brophy Wealth Management, LLC Presentation Slides: Download Slides
Part 1 (James Brophy, CFP®, CRPC®, CLU®)
Part 2 (Stacy Anne Shill, CLTC)
Q & A - Part 3 (Luke Trotochaud, CFP®, CRPC®)
Long-Term Care & Risk Management Webinar Related Links & Downloads
- James's Presentation Slides: Download Slides
- Stacy's Presentation Slides: Download Slides
- LTC Insurance Partnership Plans Guide: Download Guide
- LTC Insurance 2022 Consumer Guide: Download Guide
- Genworth Cost of Care Calculator: https://www.genworth.com/aging-and-you/finances/cost-of-care.html
Understanding Your Estate Webinar Related Links & Downloads
- Ansell & Anderson P.A. Trust & Estate Law
- Medicaid Pamphlet
- Understanding Your Estate Guide
- My Life/My Wishes, a Self-Directed Planning Guide
- The e-book, Everything You Wanted to Know About The End but Were Afraid to Ask
- The Funeral Cost Estimator (helps people get a sense of cost for a variety of options)
- The Phaneuf Brochure (includes information on offerings and packages)
Past Events Videos
Current Thinking Of Our Investment Manager Partners
- City National Rochdale | Insights
- Clark Capital Management Group | Market Updates | Blog | Video Library
- Morningstar | Morningstar
- Capital Group/American Funds | Insights
- JP Morgan | Insights
- New Frontier Advisors | Market Updates | Blog | Video Library
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