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Educational Videos

6 Steps To Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during - and after - a divorce.


3 Kid Friendly Ways to Start Introducing Your Kids to Money

Most of you may be at home playing the role of teacher right now. We've got a question for you......Do any of these subjects include money? In this video, Elsa Segal will share with you 3 kid friendly ways to start introducing your kids to money!



Are You Ready To Retire? 6 Tasks You Need To Complete!

Are you ready to retire? In this video, Glennel Jordan and Kelley Tom, will discuss 6 tasks you will need to complete in order to confidently answer this question. If you have any questions, please reach out to us. We would love to talk to you. Mahalo!

Leaving a Lasting Legacy

Although there is a financial component to leaving a lasting legacy, it encompasses so much more than just money. It's about how people will remember you and the impact, both financial and personal, that you have on your family, friends, community, and the world. Today, Elsa Segal and Glennel Jordan will explore that topic a little further.

5 Tips for Handling Market Volatility

Does the stock market volatility make you nervous? Here we have Kelley Tom and Glennel Jordan, both Certified Financial Planners, talking about 5 ways we can handle market volatility! If you have any questions, please reach out to us. We would love to talk to you. Mahalo!


6 Ways the Secure Act Can Impact Your Retirement Plan

The Secure Act which stands for Setting Every Community Up for Retirement Enhancement became law in December. There are changes that can affect the way you make your money work for you. Kelley Tom and Glennel Jordan discuss the 6 ways the Secure Act can impact your retirement plan.


Three Common Behavioral Biases

In this video Glennel Jordan and Kelley Tom will discuss three of the most common behavioral biases and how they will impair our investment decisions.

Request Access to Previously Recorded Webinar 7/22/20: How To Have a Sustainable & Happy Retirement

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