1. Are You a Performance Chaser - Ogorek Wealth Management LLC

    02:02

    from Ogorek Wealth Management LLC Added 18 0 0

    I don’t believe that we have any clients who are not interested in making money. In fact, that is why most of them come to us for counsel. However, as they say, it is possible to have too much…

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    • Professional Financial Services - Financial Planning - We Have Answers

      01:55

      from Kameron Carlson Added 74 0 0

      Kameron and Nancy Carlson of Professional Financial Services are CERTIFIED FINANCIAL PLANNERS and have been helping clients with their financial planning for over 4 decades combined. Come see the…

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      • Annual Compliance Meeting

        01:38

        from Quest CE Added 69 1 0

        We created this new Mini Demo Series to quickly showcase some of the key features of our proprietary software. This video will show users some of the features available within our annual compliance…

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        • E-Learning Course

          01:58

          from Quest CE Added 86 1 0

          We created this new Mini Demo Series to quickly showcase some of the key features of our proprietary software. This video will show users some of the features available within our e-learning courses.

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          • Is Money Driving Your Bus? - Ogorek Wealth Management LLC

            02:09

            from Ogorek Wealth Management LLC Added 22 0 0

            It is difficult for most of us to realize the strange relationship we have with our money. The quest to accumulate it can form some very powerful unconscious habits that many of us find nearly impossible…

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            • Olesen Wealth Management - What we do

              01:17

              from Nicholas Olesen, CFP Added

              I built Olesen Wealth Management to help alleviate the stress and worry I saw people associate with investing and financial planning. My team and I combine the most sophisticated investment solutions…

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              • You Are Out of Balance! - Ogorek Wealth Management LLC

                02:05

                from Ogorek Wealth Management LLC Added 29 0 0

                This week, I had a meeting with a client we have worked with for several years. It was time to get her risk profile updated. We had sent her a link to complete, but when she came into the meeting…

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                • 529 Landmine - Ogorek Wealth Management LLC

                  02:12

                  from Ogorek Wealth Management LLC Added 41 0 0

                  The record low interest rates that The Fed has engineered since 2008 have allowed Congress to get a nearly free pass on the ever increasing federal debt. At some point in the future, rates will begin…

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                  • PBGC video

                    04:52

                    from Dan Lohmar Added

                    PBGC Considerations

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                    • CFP Matchup Loop

                      00:15

                      from VWSE Productions, LLC Added

                      Sample of the motion graphics package designed by VWBSN for the 2015 College Football Playoff National Championship game.

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