Introducing the Whiteboard Video Series

The Whiteboard Series is a continuous exploration and discussion across a wide range of personal finance topics. Through a series of drawings, interviews and explanations, we hope to educate and simplify important financial planning principles. Mike Giefer will discuss best practices for saving & investing, smart tax planning ideas, insurance strategies as well as several other topics with the purpose of informing individuals and families as they develop their own personal financial strategies.


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