Informative Videos
The Four Tax Buckets
Beneficiary Arrangements
Impact of Losses and Gains
Rule of 100
Interviews
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