Partner Crisis Resources

In the midst of the current COVID-19 crisis, our Strategic Partners want you to know that they are here for you. Below you will find some resources that they have shared that can assist you during this uncertain time. You can also reach out to them by clicking here. We thank our Strategic Partners tremendously and appreciate their support!

Strategic Partner Mutual of Omaha – Launi Cooper & Mitchell Cooper
Video – Road Trip to Retirement, Mitch Cooper – Click here to view video
WebinarWednesday, May 20, 2020, 11:00 am – 12:00 pm, How to Use Reverse Mortgages to Secure Your Retirement, Wade D. Pfau, Ph.D., CFA, RICP, For more information or to register, download flier here

Strategic PartnerPrincipal – Cory Kelly, Ryan Sullivan, Ian Wetherell
ArticleBehavioral Science Presentation Overview – Understanding Your Bias
ArticleA Case for Behavioral Finance: Exploiting Persistent Behavioral Biases Through Focused Fundamental Research

Strategic PartnerBenefit Resources – Matt Harrington
ArticleRetirement Provisions in the CARES Act

Strategic PartnerHartford Funds – Jacque Finn
Article5 Ways Tech Can Make Social Distancing Easier