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Informative Videos

The Four Tax Buckets

Beneficiary Arrangements

Impact of Losses and Gains

Rule of 100


Interview with Crystal Oculee about the Female Financial Paradox

Interview about Crystal Oculee’s best selling book Get Your Hand Out of My Purse! I’m Not Giving You My Money!

Special Events For Our Clients

2015 Client Appreciation Event

2015 Allianz Event

2014 Client Appreciation Valentine Event

Client Cook-Off