Videos

Andrea and Brett Discuss the ins and outs of employer sponsored plans

understanding your employer sponsored retirement plan

Top Financial Questions for Women Investors Part 3

January 29, 2021 College Planning Investment Retirement Funding Behavioral Finance Women in Finance Insurance Estate Planning Tax Planning Financial Planning Income Planning Brett Rice Andrea Lee

This video is the third of the three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.

Top Financial Questions for Women Investors Part 2

January 22, 2021 College Planning Investment Retirement Funding Behavioral Finance Women in Finance Estate Planning Tax Planning Financial Planning Income Planning Brett Rice Andrea Lee

This video is the second of a three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.

Top Financial Questions for Women Investors Part 1

January 15, 2021 College Planning Investment Women in Finance Insurance Estate Planning Tax Planning Financial Planning Income Planning Brett Rice Andrea Lee

This video is the first of a three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.

2020 Revisted

December 31, 2020 Beau Browning Brett Rice Brent Thoman Andrea Lee Jason Pike Jennie Claxton Sandy Leffler Audrey Morgan Brittany Zimny

These are some of our favorite memories from 2020.

Brett Rice joins the Team

December 23, 2020 Brett Rice Brent Thoman Andrea Lee

This video discusses Brett's connection to coreVISION Financial Group and some of the things that he has helped us with since he joined the team.