COMPASS

MARKETING

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PRESEASON

 Topics include, logging into your client portal, accessing your statements and more!

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IN THE KNOW

We like to keep our clients In the Know on important topics and

new requirements.

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EWM UNIVERSITY

EWM University is broken down into two sections; Financial Planning 101 & Masters of Investing.

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PRESEASON

Teaching the basics. These videos will teach you how to navigate our systems and resources from scheduling your meeting to accessing your files.

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EWM UNIVERSITY

MASTERS OF INVESTING

In-depth, higher level, educational videos for experienced investors. 

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FINANCIAL PLANNING 101

Basic fundamentals of investing and financial planning.

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IN THE KNOW

Keeping our clients updated with important information on current events in the financial world. 

Secure Act

In this video we will explore what the Secure Act is and what it does.

Risk Profile

In this video we will explain our Risk Profile and how we calculate which risk category you would best fit into.

CARES Act

In this video we will explain the CARES Act and what all it entails.

EWM ON

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EWMTV ROKU Channel