This Retirement Academy Webinar recording is of Charlie demonstrating Financial Planning ideas, Financial Planning...
Technology Blogposts
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...
Smoked Brisket, Google, and Reading Your Clients’ Minds
A snapshot of Charlie’s mind: Smoked Brisket During the peak of the Covid 19 pandemic where we were all looking...