Workshop Resources


Week 1: It's Your Money


Workshop Documents

Articles

Videos

  • It's Your Money - Week 1 - Introduction and Quiz

  • HighTower Whiteboard Animation: Brokers vs. Fiduciaries

  • NAPFA: What is Comprehensive Financial Planning?

  • NAPFA: What is a Fiduciary Standard Important?

Week 2: It's Your Money


Workshop Documents

Articles

Videos

  • It's Your Money - Week 2 - Financial Products

  • Adam Bold: Don't Buy Annuities!

Week 3: It's Your Money


Workshop Documents

Articles

Videos

  • It's Your Money: Week 3 - Financial Planning I

  • NAPFA: What is Fee Only Financial Planning?

  • Is Your Financial Advisor Really Working for You, or Themselves?

Week 4: It's Your Money


Workshop Documents

Articles

Videos

  • It's Your Money - Week 4 - Financial Planning 2

  • WSJ: Don't Run Out of Money

Week 5: It's Your Money


Workshop Documents

Articles

Videos

  • It's Your Money - Week 5 - Long Term Care

Week 6: It's Your Money


Workshop Documents

Articles

Videos

  • It's Your Money - Week 6 - Equity Investing

Week 7: It's Your Money


Workshop Documents

Articles

Videos

  • It's Your Money - Week 7 - Fixed Income Investing

Week 8: It's Your Money


Workshop Documents

Articles

Videos

  • It's Your Money - Week 8 - The Big Takeaway

  • John Oliver lambasts U.S. retirement savings system, supports DOL fiduciary rule

Week 1: It's Your Estate


Workshop Documents


Articles


Videos


  • It's Your Estate - Week 1 - Intro and Personal Assessment

  • Week 2: It's Your Estate


    Workshop Documents


    Articles


    Videos


  • It's Your Estate - Week 2 - Estate Planning Basics

  • Week 3: It's Your Estate


    Workshop Documents


    Articles


    Videos


  • It's Your Estate - Week 3 - Advance Health Care Directive; Conservatorship, and Power of Attorney

  • Week 4: It's Your Estate


    Workshop Documents


    Articles


    Videos


  • It's Your Estate - Week 4 - Living Trust and Beyond

  • Week 5: It's Your Estate


    Workshop Documents


    Articles


    Videos


  • It's Your Estate - Week 5 - Charitable Income and Tax Planning Basics

  • Week 6: It's Your Estate


    Workshop Documents


    Articles


    Videos


  • It's Your Estate - Week 6 - IRA and Retirement Plan Distributions

  • Week 7: It's Your Estate


    Workshop Documents


    Articles


    Videos


  • It's Your Estate - Week 7 - The Role of a Trustee and Executor

  • Week 8: It's Your Estate


    Workshop Documents


    Articles


    Videos


  • It's Your Estate - Week 8 - Case Study & Review