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Dollars and Sense - Saturday, February 2, 2013

Host: Jim Brogan

Topic: Why Do We Create a Financial Plan?

Length: 4:00

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Dollars and Sense - Saturday, January 26, 2013

Host: Jim Brogan

Topic: Are You Maximizing Your Social Security Income?

Length: 3:25

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Dollars and Sense - Saturday, January 19, 2013

Host: Jim Brogan

Topic: Do You Need an Estate Plan?

Length: 3:05

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Dollars and Sense - Saturday, January 12, 2013

Host: Jim Brogan

Topic: Estate Tax and the Fiscal Cliff

Length: 3:31

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Dollars and Sense - Saturday, January 5, 2013

Host: Jim Brogan

Topic: The Fiscal Cliff Resolution and How It Will Affect Us in 2013 and Beyond

Length: 10:31

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Page 11 of 17

Jim Brogan named the 2011 National Advisor of the Year.

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Beneficiary Checklist

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