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Financial Planning Concepts

Financial Planning Concepts

We make it easy for you to draw the link between problem and solution in the minds your clients.

Double Compounding Effect: Income Now or Later

Mutual Fund Tax Trap

Apartment Building Analogy

Ultimate RMD Solution

Mattress Presentation

Sequence of Returns

Cap-Weight vs Equal-Weight

Dividend vs. Yield

Power of Consistent Returns

Power of Compounding Dividends

Released 4/18- Ben Pahl, President of Liberty One was a guest on Orion’s podcast, “The Weighing Machine,” hosted by Rusty Vanneman, CMT, CFA & Robyn Murray.

Listen as Rusty, Robyn, and Ben discuss why there has never been a better time to be a financial advisor.

Listen Here

Miss a Webinar?

 Check out our Video Library for the recording or reach out to us!