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VIDEO EVENTS

Take a look at some of our video events.

Magnifying glass over a piece of paper that reads “401(k) Plan” surrounded by pens, a calculator, and other papers, signifying an investor pondering options for a 401(k) after retirement.

Roth vs. Traditional IRA & 401(k)

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Basket of eggs

Retirement Planning Timeline

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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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Family looking at laptop researching final expense insurance

Mega Backdoor Roth & After-Tax Rollovers

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An elderly couple sits at a desk and looks at a tablet while talking with a financial advisor about avoiding retirement mistakes.

Social Security Insights & Planning

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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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An elderly couple sits at a desk and looks at a tablet while talking with a financial advisor about avoiding retirement mistakes.

What If Retirement Comes Earlier Than Expected?

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A woman asks about bequests and makes an estate plan with her wealth management advisor.

Retirement Income Planning

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Financial planner showing stats to a client

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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Retired couple enjoying sunset

Retirement Income Planning

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Couple sitting on couch, stressed out over student loan debt

Roth vs. Traditional 401(k) & IRA

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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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couple looking over a 401k; retirement plan. Rolling over a 401k

Retirement Planning Timeline

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AmRescueAct | Bogart Wealth

American Rescue Plan Act of 2021

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older couple asking estate planning questions

Long Term Care and LTC Insurance

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Retirement advisor helping clients

Retirement Income Planning

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older couple asking estate planning questions

Social Security Planning & Insights

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Shot of a happy senior couple drinking champagne by the river

Retirement Planning Timeline

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A stack of retirement account statements. Shot with shallow depth of field. 401k Mistake

After-Tax Rollovers & The Mega Backdoor Roth

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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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Retirement advisor helping clients

Retirement Income Planning

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IRA 401k Roth written in a book

Roth vs. Traditional 401(k) & IRA

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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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Retirees on a bike ride

Retirement Planning Timeline

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couple looking over a 401k; retirement plan. Rolling over a 401k

What To Do If Retirement Comes Earlier Than Expected?

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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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Financial Advisor

Roth Conversions and 3 Reasons to Consider Them NOW!

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Financial advisor discussing when to refinance a car

NUA & Post-Retirement Strategies

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couple looking over a 401k; retirement plan. Rolling over a 401k

What If Retirement Comes Earlier Than Expected?

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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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Retirement advisor helping clients

Retirement Incoming Planning

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Retirees on a bike ride

Retirement Planning Timeline

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bogart pit stop

Mega Backdoor Roth Strategies

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Senior couple sitting outside

How Do Discount Rates Affect My Pension Lump Sum?

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Senior couple resting in a park after retiring

Social Security Planning and Strategies

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Photo of a document that says retirement plan.

Retirement Income Planning

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Younger couple getting NUA consulting

Retirement Planning Timeline

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IRA 401k Roth written in a book

Roth vs. Traditional 401(k) & IRA

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Chart of segmented interest rates

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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Senior couple resting in a park after retiring

Is Long-Term Care (LTC) Insurance Right for Me?

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A financial team meeting and looking at graphs working on Tax Optimization.

Retirement Income Planning

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Cash and a 1040 tax form on a calendar

Tax Planning & Optimization

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Chart

NUA & Post-Retirement Strategies

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IRA 401k Roth written in a book

Roth vs. Traditional 401(k) & IRA

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Couple standing on a beach

Can I Still Afford to Retire?

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Chart of segmented interest rates

How Does the Interest Rate Environment Affect My Retirement?

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People going over finances

The CARES Act: What You Need to Know

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Person working on financial planning on paper

Why You Should Consider Roth Conversions NOW

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A financial team meeting and looking at graphs working on Tax Optimization.

How Do I Generate Income in a Recessionary Environment?

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People going over finances

The SECURE Act & Your Retirement Plan

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