The following videos have been provided as an additional method for clients and class attendees to receive continuing education after having attended one or more of our live classes.
Some videos are core topics and will remain fairly constant, other will be updated to provide additional material on important and timely topics. Check back regularly for updates and new items that may be of interest to you. While all videos are free, some require access by entering either your CRA Client Code or by registering once below if you are not yet a client in order to comply with licensing agreements.
Life in a Box: Do You Know Where Everything Is And What
Everything Is Worth?
Personal Financial Website Training
Track Finances For An Aging Parent
Annual Reviews: What They Are And Why They Are Necessary
Track Your Retirement
Checklist For An Aging Parent
Your Child’s First Portfolio
For Your Child – Need vs. Want
For Your Child – How To Budget
For Your Child – The Golden Rule
Car – Buy vs. Lease
Irrevocable Life Insurance Trust – ILIT
Living Trust – Do You Have One?
How Does A Trust Work?
What Will A Will Do?
The Ultimate Dress Rehearsal: The Importance Of A Coordinated Legacy Plan
Economic Reality: What The American Debt Crisis Means For You