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Everything you wanted to know about financial planning but were afraid to ask!The all-women team at Keystone Capital Management Group wants to empower you to lay the foundation to your financial suc... more
FAQs about WOW Me! - Women on Wealth Management Education:How many episodes does WOW Me! - Women on Wealth Management Education have?The podcast currently has 61 episodes available.
October 06, 2022Preparing for 2023 Medicare Enrollment25 Quick Minutes on Important Facts and Things to know about Medicare Enrollment including: When Can You Make Changes to Your Medicare Plan? Has anything changed in your health over the past year and how might this effect your plan? Is Your Current Plan Still the BEST Plan for You?Presented by Stacey Sabo, Sabo Medicare Solutions...more34minPlay
September 01, 2022Capital Gains Tax Mitigation Strategies25 Quick Minutes on Important Facts and Things to know about Capital Gains and tax mitigation including: Intermediated Installment Sale Charitable Remainder Trust Donor Advised FundPresentation by Brandon Mather, Regional Director, Dunham & Associates...more30minPlay
August 04, 2022Learn How to Zoom25 Quick Minutes on Important Facts and Things to know about Zoom including: The basics of attending a Zoom meeting How to set up a Zoom meeting Fun Stuff! (backgrounds, filters, polls, screen sharing, white boards)Presentation by Jay Litkus, Director of Marketing, Benevilla...more51minPlay
July 10, 2022Powers of Attorneys - The Basics25 Quick Minutes on Important Facts and Things to know about POAs including: What is a Power of Attorney? What are the Different Types of Power of Attorney? Why and When Do You Need a Power of Attorney?Presentation by Megan Porth, Managing Attoryney and Founder, Your Contract Shop...more38minPlay
June 02, 2022The SECURE Act 2.0 - What's Changed?25 Quick Minutes on Important Facts and Things to know about the SECURE Act including: What Changed? How These Changes Affect Your Finances How These Changes Affect You PersonallyPresentation by Kim Dyer, Keystone Capital Management...more35minPlay
May 05, 2022How Can I Tell the Difference between Normal Aging and Dementia?25 Quick Minutes on Important Facts and Things to know about Dementia including: Understanding Normal Aging Recognizing Signs and Symptoms of Dementia Community Resources Supporting Cognitive DeclinePresentation by Lolita TramelFNP-BC, PMHNP-BC, CDP, CADDCT NURSE PRACTITIONER & DEMENTIA EDUCATOR...more27minPlay
April 07, 2022Life Insurance Plan with No Medical and No Waiting!25 Quick Minutes on Important Facts and Things to know about a new type of Life Insurance including: How to transform idle dollars into an increased financial legacy How to access your cash should an emergency arise How your beneficiaries can be paid tax-freePresented by Trent Baumgartner, Advisors Excel...more37minPlay
March 31, 2022Funding Your Child's College Education25 Quick Minutes on Important Facts and Things to know about Funding Your Child's College Education including: When to Start Planning for College Is Community College Always the Most Affordable Option? Resources to Fund College without Depleting Your Retirement SavingsPresented by Kathy Knecht, Knecht for Success LLC...more31minPlay
March 17, 2022Everything You Want to Know About Hospice but are Afraid to Ask25 Quick Minutes on Important Facts and Things to know about Hospice Care including: What is Hospice? What are the members of the Hospice Team? Who pays for Hospice Care?Presented by Linda Camp, BS CSW LBSW, Hospice Promise LLC...more32minPlay
March 03, 2022Estate Planning Made Easy25 Quick Minutes on Important Facts and Things to know about Estate Planning including: What is Probate Court? What is the difference between a Will and a Trust? What is the 90 in 90 FORMula?Presented by Ciara Lister, ESQ and Carter Wilcoxson, Epic Services...more32minPlay
FAQs about WOW Me! - Women on Wealth Management Education:How many episodes does WOW Me! - Women on Wealth Management Education have?The podcast currently has 61 episodes available.