FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.














Talking Points
Part 1: Introduction (00:00-1:50)

Part 2: Estate Planning & Chraritable Giving with Len Davis, J.D. (01:51-09:14)

Part 3: Tax Planning with Scott Rudolph, CPA (09:15-18:45)

Part 4: Financial Planning with Scott Shaw, MBA (18:46-23:24)

Part 5: Year-End Planning with Matt Shaw, CFP (23:25-26:54)

Part 6: Conclusion (26:54-27:46)

Talking Points

Part 1: General Observations (00:10-03:17)

Part 2: Political Landscape (03:18-07:20)

Part 3: Economics (07:21-12:54)

Part 4: The Stock Market (12:55-15:49)

Part 5: Planning (15:50-24:03)