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Video Library

MAY 2023 - Second Quarter Market Outlook

Do you have questions about the current state of the market, economy, and what to do with your portfolio right now? Tune in for an update on the status of the market and what we're looking out for in second quarter of the year. 

During tonight's presentation we will discuss the three main things to keep an eye on right now:

  • Inflation
  • The Fed
  • The Economy

March 2023 - Savvy Social Security Planning

One of the largest sources of income for retirees continues to be Social Security. Did you know, that you have many options in when and how to claim your Social Security benefit? And the choices that you make will impact you and your family for years to come!

What Baby Boomers Need to Know About Their Retirement Income

During this event you will learn:

  • 5 factors to consider when deciding to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with other forms of retirement income

February 2023 - Savvy Generational Planning


This presentation covers three main points...

  • Your legacy will write itself, for better or worse, if you do nothing
  • Generational planning is a meaningful, even fun, process that is not driven by documents
  • Follow a six-step legacy planning process to start leaving your mark for the next generation

This content is appropriate for individuals and families of all ages and life phases. Whether your retired, nearing retirement, growing a family, or just starting out, this information is applicable to you!

NOVEMBER 2022 - Savvy Tax Planning

We are nearing year end and now is a time that can be quite beneficial to look at your tax situation and evaluate any adjustments that can be made this calendar year that can impact you when you file your 2022 taxes. In this webinar, Marcus Rather and I discuss the current tax law and 20+ questions that every person, family, and business must answer soon!

OCTOBER 2022 - 4th Quarter Market & Economic Update

Join our special guest speaker Tom Flynn of Russell Investments as we breakdown the current state of the economy & markets and an outlook for what may lie ahead!

SEPTEMBER 2022 - Understanding Life Insurance

Curious about the role that Life Insurance plays within a financial plan?  Join Marcus Rather & Emmett Corboy to learn more, including:

  • Why Life Insurance is important and what it protects
  • How much Life Insurance one may need
  • Type of Life Insurance and how they're best used
  • Real world examples applying these concepts


Though we last had Ken Jones of Franklin Templeton join us in April, much has changed since then. Tune in here for an update of the current state of the economy, likelihood of a US recession, and what this all means for the markets!

JUNE 2022 - MEDICARE 101

Join us for a breakdown of all things medicare with Jennifer Schloss of GHT Insurance. All Jennifer does is Medicare and she is an independent agent who provides unbiased advice for those who are currently on Medicare or who are soon to be on Medicare.


Our special guest Ken Jones of Franklin Templeton Investments joins us this month for a walk through on the current state of the economy and likelihood that the US is heading into a recession. 


Rules and Strategies that you need to know!

  • How the decisions you make in your 60s can determine the amount of income you'll have in your 80s
  • How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse
  • If I get divorced, are there divorced-spouse benefits?
  • What you must do if your husband or ex-husband dies
  • What you MUST consider before remarrying

February 2022 Life Insurance Package Deal Webinar

Marcus Rather and Emmett Corboy deliver a different view on how to identify one's needs for life insurance and how to implement a strategy that works within the overall financial plan. In honor of Black History Month, we also examine the racial wealth gaps that exist in life insurance ownership and coverage amount.

January 2022 Market & Economic Outlook Webinar

Join Emmett Corboy and Marcus Rather in a replay of the Market & Economic Outlook webinar that was held on Tuesday, January 25.