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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!

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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.

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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Webinars

Oct. 17, 2019 – Managing Your IRA, Roth & Retirement Assets

Sept 19, 2019 – Understanding Your Life Insurance Options

May 16, 2019 – Real Estate Investing and Sales Success

April 18, 2019 – Essential Knowledge for living with Clarity and Confidence

March 21, 2019 – Understanding Long Term Care

October 18, 2018 – Social Security Income? Maximize Your Benefits (watch recording)

September 20, 2018 – Understanding Your Medicare Options and Benefits (watch recording)

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

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

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

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

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

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

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

Family Money Smarts Videos

Video: How Money Really Works | Alan Jessen

April is Financial Literacy Month! Join Alan Jessen on Thursday, April 18 at 9:00 PM (EST) for an in-depth overview about How Money Really Works. [gravityform id="278" title="false" description="false"]

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Video: The $80,000 Question: What To Do About Long-Term Care

Long-Term Care is a reality that many families face, sometimes by surprise and often times unprepared for the effects. An estimated 70% of people currently turning 65 will require long-term care in their lifetime,…

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Video: Social Security: How To Best Claim Your Benefits

Interested in maximizing your Social Security benefits? Ray Martin discusses Social Security and how to best claim your benefits.

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Video: “Understanding Your Medicare Options and Benefits” by Ray Martin

Money is not happiness, but knowing how to manage money and achieve wealth certainly does help us live life more fully. You will also have a chance to ask Ray any questions about Medicare!…

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Video: Family Money Smarts • “Family Banking” Explained

Learn how you can grow your family's wealth from generation to generation. Big thanks to Alan Jessen for explaining the concept of "Family Banking"! Watch Video [widgetkit id="175" name="PAGE - Alan Jessen"] Alan Jessen is a…

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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…

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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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