Broker Check

DTY Educational Videos

With knowledge comes power.

Continued education is vital to keeping up with the latest developments in our ever changing global economy.  In addition to our Educational Guides, our comprehensive video library offers a variety of informative presentations designed to educate and equip you with knowledge pertaining to the financial planning world.

Presented by David T. Yu, the following educational videos are available for viewing, upon request below.

  • The 3 Financial Worldslearn about the Fixed, Market, & Linked Rate worlds
  • Suitability vs Fiduciaryunderstanding the difference between Brokerage Corporations vs Independent Advisors
  • The Universe of Investment Tools – explanation and break-down of the financial tool available to you
  • The 4 C’slearn about DTY’s comprehensive retirement planning process
  • Professional Advisor vs Self Plannerhow to decide which route is best for you
  • Do It Yourself Checklisthelpful things to know and ask yourself regarding your financial plan
  • DTY Summary Videocollective overview of videos summarizing 3 key points
  • DTY Comprehensive Financial Planning Webcastrecorded webcast

Please fill out the form below to gain instant access.