TAG Educational Videos

TAG Educational Videos

Below are links to recordings of our webinars, they will take you to our YouTube!

Helpful Topics

Managing Your Wealth in 2026 & Proactive Tax Strategies (Published February 2026)

Year End Proactive Tax Planning (Published November 2025)

Estate Planning in 2025 (Published September 2025)

Medicare & What You Need to Know (Published June 2025)

Protecting Your Wealth in 2025 & Avoiding Scams (Published March 2025)

401k Investing Fundamentals (Published January 2024)

SECURE Act 2.0 (Published June 2023)

Modern Investment Concepts (Originally Published June 2022)

TAG Q3 Investor & Tax Update & OBBBA changes (Published October 2025)

Quarterly Update Series

TAG Q1 2026 Economic Update (Published April 2026)

TAG Q4 2025 Economic Update (Published January 2026)

TAG Mid Year Investor Update (Published July 2025)

Young Investor Series

TAG Young Investor Series Part 1 - Budgeting (Published August 2024)

TAG Young Investor Series Part 2 - Taxes (Published August 2024)

TAG Young Investor Series Part 3 - Investing (Published August 2024)

TAG Young Investor Series Part 4 - Estate (Published August 2024)

Pyramid of Success (Originally Published June 2022)

Pre-Retiree Video Series

TAG Retire with a Spending Plan (Published September 2024)

TAG Retiree Series Part 1: Social Security (Published June 2024)

TAG Retiree Series Part 2: Medical Care (Published June 2024)

TAG Retiree Series Part 3: Long Term Care (Published June 2024)

TAG Retiree Series Part 4: Estate and Legacy Planning (Published June 2024)

Insurance 4 Different Stages Workshop (Published May 2024)

5 Points for 5 Years Before You Retire (Published March 2024)

Legacy Planning Workshop (Published September 2023)

LPL Introduction Videos

LPL video 1 - Introduction Letter (Originally Published December 2022)

LPL video 2 - AccountView (Originally Published December 2022)

LPL Client Systems (Published March 2023)

Other TAG Resources

TAG Tools

TAG Articles

TAG Web Resources