Video Library

Questpoint FORMula

Critical Financial Events

Retire with Purpose

Social Security and Your Retirement 

The 3 Stages of Retirement

What is a Financial Paraplanner Qualified Professional?

Mt. Everest

This video shares with you an interesting analogy between retirement planning and climbing Mt. Everest.

Donor Advised Funds

This video shares some of the benefits of considering a donor advised fund for any charitable giving you may do.

Where did all that money go?

An interesting video created shortly after the 2008 Financial Crisis.

What Will Your Legacy Be?

A powerful video discussing one of the most unselfish things you can do.

Asset Cycle Portfolio System®

This video shares a short explanation of retirement income planning using our Asset Cycle Portfolio System.