The Pig Through the Python Lately I have been conducting trainings for the agents of CG Financial Group on Estate...
Estate Planning Blogposts
Medicaid Planning in Plain English
Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of...
Webinar Recording: An Interview With An Estate and Elder-Law Attorney
Wednesday, October 20, 11:00 CST - Noon CST The Retirement Academy (www.retirement-academy.com) was joined by a very...
Case Study: Estate Planning with an ILIT
Below is a case study video on a friend/client of mine that recently had a $10 million buyout from a Private Equity...
The Power of Financial Plans: My Awakening
About 15 years ago I had a “career awakening” moment. I was with ING life insurance at the time and was a Regional...
Webinar Recording from August 10th, 2021: Tom Hegna!! Paychecks and Playchecks!!!
August 10th (11:30 CST - 12:30 CDT) We all know Tom Hegna!!! We are honored to have him. He is one of the foremost...