Videos
Providing a wide swath of relevant information for your financial security is our number one priority.
In the videos below, Catherine Valega, CFP, CAIA, provides quick, 90-second tutorials covering topics such as basic financial, insurance and estate planning.
And we share LPL Research video content as well.
Check back often for new content!
LPL Financial Mid Year Outlook 2021 (video)
Do YOU have financial questions? This is so common. Watch, and then book some time with me.
Did you know that there are options for obtaining life insurance without a live medical exam?
Do you understand the basics of estate planning? It is so important to review your plan every few years.
Do you have adult children living with you now? Be sure to help them execute some basic estate planning documents.