Videos – CJM Wealth Advisers

Planning for College with Cozy Wittman

CJM Wealth Advisers2023-09-28T14:20:36+00:00September 28th, 2023|Categories: Education Planning, Insights, Parker G. Trasborg, CFP®, Videos|

CJM Video Market Update: July 2023

CJM Wealth Advisers2023-07-12T19:07:28+00:00July 12th, 2023|Categories: Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

A Conversation with Dr. Anirban Basu from Sage Policy Group

CJM Wealth Advisers2023-06-27T15:49:50+00:00June 27th, 2023|Categories: CJM News, Financial Planning, Insights, Investment Management, Videos, Webinars|

CJM Video Market Update: April 2023

CJM Wealth Advisers2023-04-19T16:58:14+00:00April 19th, 2023|Categories: Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Slam the Scam

CJM Wealth Advisers2023-04-03T21:53:21+00:00April 3rd, 2023|Categories: Financial Planning, Griffin B. Baker, CFP®, Insights, Retirement, Tracey A. Baker, CFP®, Videos|

CJM Video Market Update: January 2023

CJM Wealth Advisers2023-01-18T20:34:06+00:00January 18th, 2023|Categories: Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Save More in 2023 with Inflation Increases

CJM Wealth Advisers2023-01-06T15:26:08+00:00November 16th, 2022|Categories: Financial Planning, Insights, Jessica Ness, CFP®, Parker G. Trasborg, CFP®, Retirement, Videos|

CJM Video Market Update: October 2022

CJM Wealth Advisers2022-10-13T18:41:45+00:00October 13th, 2022|Categories: Insights, Investment Management, Kevin E. Donovan, CFA, Tracey A. Baker, CFP®, Videos|

CJM Video Market Update: July 2022

CJM Wealth Advisers2022-08-04T17:19:16+00:00July 19th, 2022|Categories: Insights, Investment Management, Kevin E. Donovan, CFA, Parker G. Trasborg, CFP®, Videos|

Planning For Long Term Care with Dr. Christine Hunter

CJM Wealth Advisers2022-08-04T17:21:41+00:00June 7th, 2022|Categories: David D. Greene, CFP®, Financial Planning, Insights, Videos|