Educational Videos | Piton Wealth (original) (raw)

A Journey of Generosity

THE PAUL D. WACHHOLZ FAMILY & MICHELLE CLARY

The Piton Investment Philosophy and Process

MICHELLE A. CLARY, CFP®, ChFC®, CLU®, RICP®, AEP®, CEO, Senior Wealth Advisor & CHUCK ETZWEILER, MBA, CFP®, CIMA®, CMT, Senior Vice-President of Research

Current and Recent video:

Retirement Planning with Purpose and Precision

NICHOLAS MERCER, CFP® WEALTH ADVISOR II

Financial Planning for Physicians

MICHELLE A. CLARY, CFP®, ChFC®, CLU®, RICP®, AEP®, CEO and SENIOR WEALTH ADVISOR

Financial Planning for Widowhood

AARON ELLS, CFP®, CDFA® WEALTH ADVISOR II

Read the special issue of Fresh Advice: Financial Planning for the Loss of a Spouse: The When and the How

Companion checklist: Financial Planning for the Loss of a Spouse:

Trump Accounts: Jumpstart Your Children's Future

AARON MCGAUGHEY, CFP® WEALTH ADVISOR I

Earlier videos:

Estate Planning: Giving

MICHELLE CLARY, FOUNDER/CEO

Financial Basecamp

What Is Your Number?

IRA: Planning Ahead

NICK MERCER, WEALTH ADVISOR, CFP®

Roth Conversions