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Family Money Smarts • Webinar Series

“What is the most important thing that we need? It is not money, power, or knowledge. More precious than life itself and more important to us than air, it is true love.” – True Parents


Money is not happiness, but knowing how to manage money and achieve wealth certainly does help us live life more fully. Managing our money properly allows us to have freedom, and in truth, freedom does bring happiness!

In this webinar series titled “Family Money Smarts,” Ray Martin leads us through a wide range of subjects to support families in many stages of their lives.

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Ray Martin has worked in the field of personal finance and retirement planning as an investor coach for twenty-eight years and is a registered investment advisor in California.


Webinars

March 16, 2017 – Invest in Your Future: The Seven Keys to Creating Family Wealth (watch recording)

April 20, 2017 – Maximize Your Social Security (watch recording)

May 18, 2017 – Transforming Debt into Wealth (watch recording)

September 21, 2017 – Smart Money Management: Budget or Not? (watch recording)

October 19, 2017 – Medicare 101: Healthcare in Your Golden Years (watch recording)

March 15, 2018 – Estate Planning 101: Wills, Trusts, and POA • Attorney Robert McDonnell (watch recording)

April 12, 2018 – Financial Independence in the 21st Century: Understanding Key Financial Principles (watch recording)

May 17, 2018 – Financial Independence Part II: The Concept of “Family Banking” Explained

Family Money Smarts Videos

Video: Financial Independence in the 21st Century • Alan Jessen

Hear from Alan Jessen about Financial Independence in the 21st Century: Understanding Key Financial Principles.  Watch More Videos

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Video: Estate Planning 101: Wills, Trusts, and POA • Attorney Robert McDonnell

Any Family Financial Plan should include essential Estate Planning. Whether you have assets of $10,000 or $1,000,000, having proper legal documents can mean the difference between peace of mind and government intrusion into your…

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Video: Medicare 101 • Ray Martin

Ray Martin has worked in the field of personal finance and retirement planning as an investor coach for twenty-eight years, and is a registered investment advisor in California.

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Video: Transforming Debt Into Wealth • Ray Martin

One of the great obstacles to creating wealth is just getting the wall of debt out of the way so we can begin true Wealth Creation. No one ever became wealthy or reached financial…

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Video: Maximizing Your Social Security Income • Ray Martin

Money is not happiness, but knowing how to manage money and achieve wealth certainly does help us live life more fully. Managing our money properly allows us to have freedom, and in truth, freedom…

Continue Reading

Video: Seven Keys to Creating Family Wealth • Ray Martin

Money is not happiness, but knowing how to manage money and achieve wealth certainly does help us live life more fully. Managing our money properly allows us to have freedom, and in truth, freedom…

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Video: Marriage & Money: Financial Stress Solutions • Ray Martin

Financial woes can devastate a marriage. Whether you are newly married, a seasoned couple, or single and planning for married life, learning to work together with your spouse to prudentially management your finances and…

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