https://youtu.be/ZlQwDfaXbKE
Videos Blogposts
Webinar Recording: One America, Efficient LTC Planning: Using a client’s Assets for LTC coverage
https://youtu.be/un_4MStFCOQ
Webinar: Retirement Income Plan Case Study
https://youtu.be/4HJLMSeq3lE
Webinar: Decedent IRA Rules and Products to Use
This webinar was conducted June 13th 2024. Description: THERE IS $25 BILLION IN IRA AND DEFINED CONTRIBUTION MONEY, OF...
Video: A Couple of Social Security Tips
In this video, Charlie discusses two different topics Do you need to file for Social Security Benefits in order to...
Video: Irrevocable Life Insurance Trusts, Estate Planning, Gifting, and Crummey Provisions
https://youtu.be/ph9YPrhi_mY
Video: Stop The Madness!!! Annuity “Doublers” Are Not LTC!!!
https://youtu.be/TaDzfgBHOBc?si=WTETX-KwbRuZnkRf
Webinar: Roleplaying the Post Social Security Seminar Meeting. Discussing Social Security and the Retirement Income Plan
This video is a video of what a "retirement income plan" conversation looks like that takes place after one of our...
Video: What is KaiZen?
https://youtu.be/3svBirW93NA
Webinar: Tax Time is Here: Understanding the Tax Return (1040)
https://youtu.be/nP9TijmDlVU
Video: Indirect Rollovers, Direct Rollovers, and Direct Transfers
https://youtu.be/utTPTGT_sZE?si=ktyxXoZ4XUH0Wpdc
Webinar Recording: Estate Planning Series Part 1: Intro to Estate Planning
https://youtu.be/Jm3WRLPxCnI
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Address and Phone
CG Financial Group, LLC
7629 Silverstone Ct.
Johnston, IA 50131
515-986-3065
info@cgfinancialgroupllc.com