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Planning Before Investing

Our channel is aimed towards helping those interested in financial education, planning, and investing. As educators, we pride ourselves in providing unbiased information to those who are entering their next stage of life, retirement. Explore our variety of online classes and educational content.

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8 Things to Financially Accomplish (by Decade age 30 to 70)

Portraits of people from around the globe
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Annuities

Stark beauty of desolate dunes
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Avoiding Financial SCAMS and FRAUD

Visual odyssey across continents
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A man and a woman are walking down a path in a park . the woman is using a walker.
A close up of a computer screen with numbers on it
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A man and a woman are holding hands in a park.
An elderly couple is sitting on a couch looking at a laptop computer.
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SAFE Investing

Breathtaking colors of our planet
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A woman is sitting at a table using a laptop computer.
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A woman is sitting at a table talking to another woman while holding a clipboard.
A man is sitting on a couch looking at a clipboard.
An elderly woman is sitting at a table reading a book.