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Outline - IYM Week 2 - The Financial Sales Game
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The Financial Sales Game – Presentation by Peter Kote & Don Vivrette
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Outline - IYM Week 2 - Annuities and Mutual Funds
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Annuities and Mutual Funds – Presentation by Peter Kote & Don Vivrette
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Outline - IYM Week 1 - Introduction with Ask Form
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Week 1 Introduction by Peter Kote & Don Vivrette
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Decision-making Thinking About Thinking
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Michael Lewis dissects the enduring friendship between Daniel Kahneman and Amos Tversky
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It’s Your Money “Virtual” Financial Series Press Release April 2020
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Press Release – Nadia Babayi, Executive Director – Laguna Beach Seniors
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it’s Your Money Spring 2020 First Session Introduction
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19-page It’s Your Money session introduction.
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This is when to cut off your adult kids financially
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At what age should you cut off your kids financially? Shark Tank star and entrepreneur Kevin O’Leary says to make the call on the day they graduate.
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What You Should Know Before You Need a Ventilator
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It breaks my heart that patients who will get sick enough to need them won’t know what desperate situations they face.
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Inheriting Retirement Benefits After the SECURE Act
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Natalie B. Choate focuses on SECURE Act questions she’s been receiving about inherited individual retirement accounts and other retirement benefits.
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Annuities take center stage
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As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.
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